A new investment fund from Ethos and BCV gives private and institutional investors exposure to companies whose products and services support the ecological transition or lessen the impact of climate change. The fund, called BCV FUND (LUX) - Ethos Climate ESG Ambition, is based on Ethos’s positive impact methodology. For both Ethos and BCV, this is the first fund that meets the requirements of Article 9 of the Sustainable Finance Disclosure Regulation.
The new fund, officially launched on 25 June 2024, qualifies as an Article 9 fund because it meets the highest standards of socially responsible investing. It only invests in business sectors that work towards one or more environmental or social objectives without significantly undermining other environmental or social objectives (the “Do no significant harm” principle). The fund must also ensure that companies held in the portfolio apply good governance practices.
Ethos and BCV’s strategic partnership began in October 2020, when they joined forces to provide private and institutional investors with sustainable and responsible investment products. This partnership covers six funds, which are managed by BCV Asset Management with Ethos serving in an advisory role, and has led to other jointly developed financial products. In the second quarter of 2024, two new sustainability-related indices developed by Ethos were launched with the SIX Swiss Exchange, one for Swiss equities and the other for Swiss-franc bonds, and two index funds created by BCV were launched to replicate these indices.
https://www.ethosfund.ch/en/ethos-and-bcv-launch-a-new-climate-fund