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Comfort ESG Investment Advice

Your ambition is paramount

Comfort ESG investment advice

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Make an appointment
  • Consult with an adviser
  • Advice after thorough analysis
  • You are the decision maker

You are the decision maker

With Comfort ESG Investment Advice you are not on your own. You are in contact with your personal investment adviser about your investment portfolio. Your investment adviser will advise you which investments and investment products suit you best. Your ambition is at the forefront of this. You decide for yourself which investments you will or will not include in your investment portfolio.

More information and conditions

What is Comfort ESG Investment Advice

With Comfort ESG Investment Advice you are not on your own. You are in contact with your personal investment adviser about your investment portfolio.

You make your own investment decisions and you want to handle your assets in a sensible way. On the way to achieving your investment goal, you would like to be advised by an expert investment adviser. Someone who feels responsible and who follows your investment portfolio. Because you neither want to be too adventurous with your assets, nor want your investments to be a daily task.

Your investment adviser understands that you are investing for the long term. They monitor the risks and provide customised advice. And if there is reason to do so, they will contact you. With Comfort ESG Investment Advice you invest together with your personal investment adviser and you are not on your own. A reassuring thought.

View Informationcard

Who is this for?

Comfort ESG Investment Advice is intended for investors at ABN AMRO MeesPierson who like to make their investment decisions with the advice of an expert. Comfort ESG Investment Advice is available to investors with assets from € 500,000. The fee is based on a maximum of 50 transactions per year.

What are the investment possibilities?

With Comfort ESG Investment Advice you can invest in shares, corporate and government bonds, investment funds, trackers, impact funds and structured investment products.

  • Our asset manager ABN AMRO Investment Solutions offers a range of funds by selecting external fund managers. This gives you access to distinctive strategies as a customer that are often not accessible to private investors in the Netherlands. The funds can be fully configured according to the wishes and guidelines of ABN AMRO, for example in the areas of investment policy, sustainability, interest rate sensitivity and reference index.
  • In addition, we provide you with customised solutions through our Structured Products & Treasury desk in the form of structured investment products, currency products and interest rate products, so that you can respond to your investment vision and asset goals. You determine the characteristics of the product yourself, such as the underlying instrument, term, risks and issuing institution.
  • Your investment adviser regularly makes a thorough and accurate analysis of your investment portfolio, which they then discuss with you.
  • You will also have a revision meeting with your private banker. In this meeting, you will discuss your overall financial situation and your satisfaction with the financial services of ABN AMRO MeesPierson. You will also discuss whether Comfort ESG Investment Advice still suits you.
What is the investment style?

Comfort ESG Investment Advice stands for a balanced investment portfolio across the various asset categories. Good risk management is of course part of this. That is why the investment specialists and analysts at ABN AMRO MeesPierson research companies, investment funds and investment products worldwide.

They look at the financial situation, company structure, turnover data and profit figures. They also analyse fundamentally important values ​​such as the composition and quality of management. Developments in the sector and in the country or region in which the company, investment fund or product is active are also analysed. In this way, our analysts determine for you their long-term view of the price development and therefore whether the investment in question is worth buying, holding or selling. We call this a fundamental analysis.

With Comfort ESG Investment Advice you benefit from this thorough research information and professional knowledge. This allows you to avoid risks and take advantage of attractive investment opportunities.

It is not permitted to invest in options, warrants and turbos under Comfort ESG Investment Advice.

Risk profiles

ABN AMRO uses six risk profiles for Investment Advice: from low risk (very defensive) to very high risk (very offensive). Each risk profile includes a recommended distribution of the invested capital between shares, bonds, alternative investments and liquidities.

When you have determined your risk profile together with your investment adviser, we can compile an appropriate investment portfolio. You can immediately see what this can mean for the returns on your investments.

Terms and Conditions

View the terms and conditions of investing

How do I get information about my investments?

You will always be well informed about your investment portfolio through various sources of information. We also always keep you informed of current developments in the market, and where necessary, your investment adviser will contact you. To optimally utilise the benefits of Comfort ESG Investment Advice, we advise you to use Internet Banking.

  • Asset Report
    Every quarter, you will receive an extensive analysis of your investment portfolio and the results achieved by post or digitally through Internet Banking. In addition, you will receive an annual overview for your tax return.
  • Asset Dashboard
    The secure environment of Internet Banking gives you insight into your investment portfolio 24 hours a day, 7 days a week.
  • Mobile Banking
    The app gives you insight into current share prices and your investment portfolio at any time, anywhere through your smartphone or tablet. Read more about Mobile Banking.
  • Extensive investment information
    Extensive investment information, research and calculation tools can be viewed in the secure environment of Internet Banking, through this site and in the Financial Focus. Read more about Internet Banking.
  • Up-to-date investment information.
    Depending on market developments, you will receive quarterly updates on important topics for your portfolio. Based on the investment outlook, we will also send you an Advice Portfolio. If action is required, you will receive an alert. Your investment adviser will then contact you by telephone.
  • Investment suggestions
    You will receive buy, sell and exchange suggestions, plus a proposal to adjust your investment portfolio. Your investment adviser will discuss this during the periodic revision meeting.
How do I make a transaction?

You can submit your investment orders quickly and easily through:

  • your investment adviser;
  • My Dealingroom. Read more about our advanced investment platform here.
  • the secure environment of Internet Banking;
  • the Mobile Banking app.

You may receive dividends from shares in cash or in the form of new shares. For some shares, you can participate in a dividend reinvestment plan (DRIP).

What are the costs?

Consultancy costs

If you opt for investment advice, you will pay consultancy costs. You will pay the consultancy costs on the value of the investments in your investment portfolio for:

  • the investment advice you receive;
  • the administration of your investment portfolio;
  • the investment information you receive; and
  • the transactions (in Euro).

Transaction costs

Transaction costs are the costs you pay when you buy or sell investments. The amount of the transaction costs depends on the type of investment. With Guided Investing, the transaction costs are already included in the consultancy costs.

Good to know

You will find a more detailed explanation on the fees and rates page. View the fees and rates.

Sustainability information

Statement of adverse effects on sustainability

ABN AMRO MeesPierson takes into account the main negative consequences of investment decisions and advice on sustainability factors. Sustainability factors include environmental, social and employment issues, respect for human rights, and the fight against corruption and bribery. We adhere to the Sustainability Risk Policy Framework of ABN AMRO Bank NV ('ABN AMRO'). The Sustainability Risk Policy Framework is partly based on the various corporate responsibility codes and on internationally recognised sustainability standards or initiatives to which ABN AMRO adheres. In accordance with the Sustainability Risk Policy Framework and international standards, the following main negative sustainability impacts are taken into account:

  • violation of the 10 principles of the United Nations Global Compact;
  • controversies;
  • CO2 emissions as an indicator of climate change.

The investment portfolio (excluding money, money market instruments and derivatives) must meet at least 70% of the sustainability factors. A maximum of 30% can be invested in non-ESG investment products or investment products that we cannot label on the grounds of sustainability because no data is yet available.

Engagement is used to encourage companies within the investment universe to improve their business strategy and performance. This also includes environmental, social and governance ('ESG') aspects.

Transparancy Adverse Sustainability Impacts Entity Level

Transparancy integration sustainability risks Comfort ESG Investment Advice

Summary

In short:

  • Balanced investing for the long term.
  • Investing with your personal investment adviser.
  • Annual revision meeting.
  • Personal contact with your investment adviser 2 to 4 times a year, depending on the composition of your portfolio and developments in the financial markets.
  • Investment suggestions and advice, aimed at a stable composition of your investment portfolio.
  • Active monitoring of your investment portfolio.
  • You make the decisions to buy and sell.
  • Periodic reports.
  • You can't invest in options, warrants and turbos.

More information and conditions

What is Comfort ESG Investment Advice
Who is this for?
What are the investment possibilities?
What is the investment style?
Risk profiles
Terms and Conditions
How do I get information about my investments?
How do I make a transaction?
What are the costs?
Sustainability information
Summary

What is Comfort ESG Investment Advice

With Comfort ESG Investment Advice you are not on your own. You are in contact with your personal investment adviser about your investment portfolio.

You make your own investment decisions and you want to handle your assets in a sensible way. On the way to achieving your investment goal, you would like to be advised by an expert investment adviser. Someone who feels responsible and who follows your investment portfolio. Because you neither want to be too adventurous with your assets, nor want your investments to be a daily task.

Your investment adviser understands that you are investing for the long term. They monitor the risks and provide customised advice. And if there is reason to do so, they will contact you. With Comfort ESG Investment Advice you invest together with your personal investment adviser and you are not on your own. A reassuring thought.

View Informationcard

Who is this for?

Comfort ESG Investment Advice is intended for investors at ABN AMRO MeesPierson who like to make their investment decisions with the advice of an expert. Comfort ESG Investment Advice is available to investors with assets from € 500,000. The fee is based on a maximum of 50 transactions per year.

What are the investment possibilities?

With Comfort ESG Investment Advice you can invest in shares, corporate and government bonds, investment funds, trackers, impact funds and structured investment products.

  • Our asset manager ABN AMRO Investment Solutions offers a range of funds by selecting external fund managers. This gives you access to distinctive strategies as a customer that are often not accessible to private investors in the Netherlands. The funds can be fully configured according to the wishes and guidelines of ABN AMRO, for example in the areas of investment policy, sustainability, interest rate sensitivity and reference index.
  • In addition, we provide you with customised solutions through our Structured Products & Treasury desk in the form of structured investment products, currency products and interest rate products, so that you can respond to your investment vision and asset goals. You determine the characteristics of the product yourself, such as the underlying instrument, term, risks and issuing institution.
  • Your investment adviser regularly makes a thorough and accurate analysis of your investment portfolio, which they then discuss with you.
  • You will also have a revision meeting with your private banker. In this meeting, you will discuss your overall financial situation and your satisfaction with the financial services of ABN AMRO MeesPierson. You will also discuss whether Comfort ESG Investment Advice still suits you.

What is the investment style?

Comfort ESG Investment Advice stands for a balanced investment portfolio across the various asset categories. Good risk management is of course part of this. That is why the investment specialists and analysts at ABN AMRO MeesPierson research companies, investment funds and investment products worldwide.

They look at the financial situation, company structure, turnover data and profit figures. They also analyse fundamentally important values ​​such as the composition and quality of management. Developments in the sector and in the country or region in which the company, investment fund or product is active are also analysed. In this way, our analysts determine for you their long-term view of the price development and therefore whether the investment in question is worth buying, holding or selling. We call this a fundamental analysis.

With Comfort ESG Investment Advice you benefit from this thorough research information and professional knowledge. This allows you to avoid risks and take advantage of attractive investment opportunities.

It is not permitted to invest in options, warrants and turbos under Comfort ESG Investment Advice.

Risk profiles

ABN AMRO uses six risk profiles for Investment Advice: from low risk (very defensive) to very high risk (very offensive). Each risk profile includes a recommended distribution of the invested capital between shares, bonds, alternative investments and liquidities.

When you have determined your risk profile together with your investment adviser, we can compile an appropriate investment portfolio. You can immediately see what this can mean for the returns on your investments.

Terms and Conditions

View the terms and conditions of investing

How do I get information about my investments?

You will always be well informed about your investment portfolio through various sources of information. We also always keep you informed of current developments in the market, and where necessary, your investment adviser will contact you. To optimally utilise the benefits of Comfort ESG Investment Advice, we advise you to use Internet Banking.

  • Asset Report
    Every quarter, you will receive an extensive analysis of your investment portfolio and the results achieved by post or digitally through Internet Banking. In addition, you will receive an annual overview for your tax return.
  • Asset Dashboard
    The secure environment of Internet Banking gives you insight into your investment portfolio 24 hours a day, 7 days a week.
  • Mobile Banking
    The app gives you insight into current share prices and your investment portfolio at any time, anywhere through your smartphone or tablet. Read more about Mobile Banking.
  • Extensive investment information
    Extensive investment information, research and calculation tools can be viewed in the secure environment of Internet Banking, through this site and in the Financial Focus. Read more about Internet Banking.
  • Up-to-date investment information.
    Depending on market developments, you will receive quarterly updates on important topics for your portfolio. Based on the investment outlook, we will also send you an Advice Portfolio. If action is required, you will receive an alert. Your investment adviser will then contact you by telephone.
  • Investment suggestions
    You will receive buy, sell and exchange suggestions, plus a proposal to adjust your investment portfolio. Your investment adviser will discuss this during the periodic revision meeting.

How do I make a transaction?

You can submit your investment orders quickly and easily through:

  • your investment adviser;
  • My Dealingroom. Read more about our advanced investment platform here.
  • the secure environment of Internet Banking;
  • the Mobile Banking app.

You may receive dividends from shares in cash or in the form of new shares. For some shares, you can participate in a dividend reinvestment plan (DRIP).

What are the costs?

Consultancy costs

If you opt for investment advice, you will pay consultancy costs. You will pay the consultancy costs on the value of the investments in your investment portfolio for:

  • the investment advice you receive;
  • the administration of your investment portfolio;
  • the investment information you receive; and
  • the transactions (in Euro).

Transaction costs

Transaction costs are the costs you pay when you buy or sell investments. The amount of the transaction costs depends on the type of investment. With Guided Investing, the transaction costs are already included in the consultancy costs.

Good to know

You will find a more detailed explanation on the fees and rates page. View the fees and rates.

Sustainability information

Statement of adverse effects on sustainability

ABN AMRO MeesPierson takes into account the main negative consequences of investment decisions and advice on sustainability factors. Sustainability factors include environmental, social and employment issues, respect for human rights, and the fight against corruption and bribery. We adhere to the Sustainability Risk Policy Framework of ABN AMRO Bank NV ('ABN AMRO'). The Sustainability Risk Policy Framework is partly based on the various corporate responsibility codes and on internationally recognised sustainability standards or initiatives to which ABN AMRO adheres. In accordance with the Sustainability Risk Policy Framework and international standards, the following main negative sustainability impacts are taken into account:

  • violation of the 10 principles of the United Nations Global Compact;
  • controversies;
  • CO2 emissions as an indicator of climate change.

The investment portfolio (excluding money, money market instruments and derivatives) must meet at least 70% of the sustainability factors. A maximum of 30% can be invested in non-ESG investment products or investment products that we cannot label on the grounds of sustainability because no data is yet available.

Engagement is used to encourage companies within the investment universe to improve their business strategy and performance. This also includes environmental, social and governance ('ESG') aspects.

Transparancy Adverse Sustainability Impacts Entity Level

Transparancy integration sustainability risks Comfort ESG Investment Advice

Summary

In short:

  • Balanced investing for the long term.
  • Investing with your personal investment adviser.
  • Annual revision meeting.
  • Personal contact with your investment adviser 2 to 4 times a year, depending on the composition of your portfolio and developments in the financial markets.
  • Investment suggestions and advice, aimed at a stable composition of your investment portfolio.
  • Active monitoring of your investment portfolio.
  • You make the decisions to buy and sell.
  • Periodic reports.
  • You can't invest in options, warrants and turbos.

Investing involves risks

Investing is only done with money you have leftover, and above your buffer for unforseen expanses. Investing can be interesting, but it does involve risks. You can lose (a part of) your investment. It is important that you are aware of this.

Contact us

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Send us your contact information and we will call you back within two business days.

Call me back

Interested in Private Banking?

We are available on business days between 09.00 and 17.00 to exchange ideas.

More information