Classification investment focus\/Investment Approach<\/strong><\/p>\r\n\r\n1. General company focus\/not relevant (plain vanilla)<\/p>\r\n\r\n
1.1. General not specified (default)<\/p>\r\n\r\n
1.2. Market Cap Focus<\/p>\r\n\r\n
1.2.1. All-Cap<\/p>\r\n\r\n
1.2.2. Blue Chips<\/p>\r\n\r\n
1.2.3. Midcap<\/p>\r\n\r\n
1.2.4. Small-Cap<\/p>\r\n\r\n
1.2.5. Microcap<\/p>\r\n\r\n
1.2.6. Miscellaneous<\/p>\r\n\r\n
1.3. Quality Factors<\/p>\r\n\r\n
1.3.1. Financial Quality<\/p>\r\n\r\n
1.3.1.1. Constant Dividend<\/p>\r\n\r\n
1.3.1.2. Dividend Growth<\/p>\r\n\r\n
1.3.1.3. Earnings<\/p>\r\n\r\n
1.3.1.4. Momentum<\/p>\r\n\r\n
1.3.1.5. Book Value<\/p>\r\n\r\n
1.3.1.6. Growth<\/p>\r\n\r\n
1.3.1.7. Conservative<\/p>\r\n\r\n
1.3.1.8. Miscellaneous Quality<\/p>\r\n\r\n
1.3.2. Qualitative Factors<\/p>\r\n\r\n
1.4. Enhanced Indexing (Smart Beta)<\/p>\r\n\r\n
1.4.1. Dynamic Indexing<\/p>\r\n\r\n
1.4.1.1. Alternative weighting schemes<\/p>\r\n\r\n
1.4.2. Enhanced cash<\/p>\r\n\r\n
1.4.3. Index construction enhancements<\/p>\r\n\r\n
1.4.4. Exclusion rules<\/p>\r\n\r\n
1.4.5. Trading enhancements<\/p>\r\n\r\n
1.4.6. Portfolio construction enhancements<\/p>\r\n\r\n
1.4.7. Tax-managed strategies.<\/p>\r\n\r\n
1.4.8. Miscellaneous enhancements<\/p>\r\n\r\n
2. Strategy (outcome-oriented)<\/p>\r\n\r\n
2.1. Risk-Based<\/p>\r\n\r\n
2.1.1. Mean-Variance<\/p>\r\n\r\n
2.1.2. Risk control<\/p>\r\n\r\n
2.1.3. Risk Parity<\/p>\r\n\r\n
2.1.3.1. One risk factor<\/p>\r\n\r\n
2.1.3.2. Two risk factors<\/p>\r\n\r\n
2.1.3.3. Three risk factors<\/p>\r\n\r\n
2.1.3.4. Four risk factors<\/p>\r\n\r\n
2.1.3.5. Five and more risk factors<\/p>\r\n\r\n
2.2. Return-based<\/p>\r\n\r\n
2.2.1. Absolute Return<\/p>\r\n\r\n
2.2.2. Real-Return<\/p>\r\n\r\n
2.2.3. Miscellaneous return-based<\/p>\r\n\r\n
2.3. Efficient portfolios<\/p>\r\n\r\n
2.3.1. Optimized Mean-Variance<\/p>\r\n\r\n
2.3.2. Maximal Sharpe ratio<\/p>\r\n\r\n
2.3.3. Miscellaneous efficiency approaches<\/p>\r\n\r\n
3. Responsible Investing<\/p>\r\n\r\n
3.1. Sustainable SRI<\/p>\r\n\r\n
3.1.1. SRI Strategy<\/p>\r\n\r\n
3.1.2. Social (with SRI exclusion as sub-criteria)<\/p>\r\n\r\n
3.1.3. Environmental (with SRI exclusion as sub-criteria)<\/p>\r\n\r\n
3.1.4. Country exclusion (with SRI exclusion as sub-criteria)<\/p>\r\n\r\n
3.2. Impact Investment<\/p>\r\n\r\n
3.2.1. Social Impact<\/p>\r\n\r\n
3.2.1.1. Medical research<\/p>\r\n\r\n
3.2.1.1.1. Cancer research<\/p>\r\n\r\n
3.2.1.1.2. Diabetes research<\/p>\r\n\r\n
3.2.1.1.3. Miscellaneous medical research<\/p>\r\n\r\n
3.2.1.2. Microfinance<\/p>\r\n\r\n
3.2.1.3. Social entrepreneurship and Solidarity<\/p>\r\n\r\n
3.2.1.4. Venture philanthropy<\/p>\r\n\r\n
3.2.1.5. Fairtrade<\/p>\r\n\r\n
3.2.1.6. Women education\/rights<\/p>\r\n\r\n
3.2.1.7. Miscellaneous social impact<\/p>\r\n\r\n
3.2.2. Environmental and ecological<\/p>\r\n\r\n
3.2.2.1. Water protection and sanitation<\/p>\r\n\r\n
3.2.2.2. Energy-saving\/efficiency<\/p>\r\n\r\n
3.2.2.3. Sustainable agriculture<\/p>\r\n\r\n
3.2.2.4. Cleantech<\/p>\r\n\r\n
3.2.2.5. Forestry protections<\/p>\r\n\r\n
3.2.2.6. Carbon efficiency<\/p>\r\n\r\n
3.2.2.7. Environmental and ecological focus<\/p>\r\n\r\n
3.2.2.8. Miscellaneous Environmental impact<\/p>\r\n\r\n
3.3. Sustainable with ESG measures<\/p>\r\n\r\n
3.3.1. Excellent ESG rating (minimal 90% of maximal points achieved)<\/p>\r\n\r\n
3.3.2. At least good ESG values (minimal 75% of maximal points achieved)<\/p>\r\n\r\n
3.3.3. At least satisfying ESG rating (minimal 50% of maximal points achieved)<\/p>\r\n\r\n
3.3.4. Other ESG qualification<\/p>\r\n\r\n
3.4. Miscellaneous in sustainability<\/p>\r\n\r\n
4. Thematic investments<\/p>\r\n\r\n
4.1. Faith-based<\/p>\r\n\r\n
4.1.1. Sharia-compliant<\/p>\r\n\r\n
4.1.2. Christianity compliant<\/p>\r\n\r\n
4.1.3. Miscellaneous religious<\/p>\r\n\r\n
4.2. Social changes<\/p>\r\n\r\n
4.2.1. Healthy living\/lifestyle<\/p>\r\n\r\n
4.2.2. Obesity<\/p>\r\n\r\n
4.2.3. Demographics-Emerging world<\/p>\r\n\r\n
4.2.4. Global Consumer Trends<\/p>\r\n\r\n
4.2.5. Global Brands<\/p>\r\n\r\n
4.2.6. Miscellaneous social changes<\/p>\r\n\r\n
4.3. Changes in technological\/regulatory environment<\/p>\r\n\r\n
4.3.1. Media, Technology And Mobile<\/p>\r\n\r\n
4.3.2. Legal changes<\/p>\r\n\r\n
4.3.3. Carbon Trading<\/p>\r\n\r\n
4.4. Miscellaneous in Changes of the technological\/regulatory environment<\/p>\r\n\r\n
4.5. Miscellaneous in thematic investment<\/p>\r\n