Standard range
In our standard product range, investment decisions are based primarily on financial objectives. ESG-related constraints are not systematically taken into account.
We’re committed to sustainable development, and we act on this commitment through our SRI policy, local partnerships, and participation in various external initiatives.
We use in-house analyses to conduct negative screening, where we exclude companies whose activities do not comply with regulations or whose practices we deem incompatible with our SRI approach.
In applying this approach, we exclude:
We integrate ESG risks and opportunities into traditional financial analysis and investment decisions drawing on carefully chosen information sources.
We base our investment decisions on quantitative ESG scores or metrics, with the aim of favoring companies that meet high ESG standards in various areas. This is done in two different ways:
We invest in companies that provide solutions to either environmental issues (such as renewable energy and energy efficiency) or social issues (such as education, healthcare, and poverty reduction), in line with the UN Sustainable Development Goals.
We exercise our shareholder voting rights in order to encourage companies to improve their ESG-related practices, as well as to protect our investors’ capital over the long term. In our view, this approach can be a major driver of positive change in the overall direction of a company.
At the general meetings of both Swiss and non-Swiss companies, our ballot decisions are based on proxy voting recommendations provided by our partner Ethos. Today, we exercise our voting rights for companies whose stocks are held by 16 investment funds representing total assets of some CHF 3.8bn.
Understanding key SRI concepts
SRI
Socially responsible investing (SRI) is a part of sustainable finance. It refers to the practice of integrating ESG criteria in investment decisions, with the aim of generating attractive long-term returns while supporting the sustainable development of society.
ESG
In the financial sector, environmental, social, and governance (ESG) criteria are used to analyze potential investments from a non-financial standpoint. These criteria now underpin SRI.
ODD
Les Objectifs de développement durable de l’ONU sont au nombre de 169 et recouvrant 17 thématiques. Ils visent à répondre aux défis mondiaux à l’horizon 2030, notamment ceux liés à la pauvreté, au changement climatique, à la dégradation de l’environnement, à la paix et à la justice.
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In line with our commitment to sustainable development, we aim to proactively offer our clients a wide range of responsible investment solutions in line with market best practices, while generating competitive returns over the long term.
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This is just one of the numerous approaches we use to implement our SRI policy. We conduct in-house analyses to screen out companies whose activities do not comply with regulations or whose practices we deem incompatible with our SRI approach.
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