Inhaltsseite:Impact funds

Promotion

Impact funds

Impact funds with a very high degree of sustainability.

Investing with vision

We systematically focus on returns with social benefits and invest specifically in companies that make a significant contribution to fulfilling one of the UN's 17 Sustainable Development Goals (UN SDGs) with their sustainable business model. At the heart of our investment process is the impact analysis, which identifies those companies and countries from the initial universe that use their innovative strength to create environmentally and socially compatible products and services. 

What we offer

Universe  Offering 
Regional equities
  • Switzerland
  • Global Equity Large Cap
  • Emerging markets
Themed equities
  • Water
  • Climate
Fixed income
  • Switzerland
  • Global

Our investment process

All direct investments undergo a complex sustainability process with the aim of investing in companies and countries with a strong social impact. As a result, around 70% of the initial universe is dropped.

  • Exclusion criteria: Broad exclusion criteria exclude around 20% of the initial universe.
  • Sustainability impact analysis: Companies and countries with the highest societal benefits and profitable growth are identified.
  • Best-in-class and media research: An analysis of 45 ESG criteria identifies the most sustainable companies in their category

Six investment areas that make the difference

In line with the UN SDGs, we focus on companies and states from six key areas of energy, mobility, resources, health, finance and knowledge, each with two investment themes. In these investment themes, we find those companies that we believe contribute to the sustainable development of our environment and society. Specifically:

Energy

Energy

  • Renewable energies
  • Energy efficiency
Health

Health

  • Access to basic care
  • Health promotion
Mobility

Mobility

  • Public transport
  • Personal transport
     
Finance

Finance

  • Access to financial services
  • Financial infrastructure
Resources

Resources

  • Water
  • Resource efficiency
Knowledge

Knowledge

  • Education
  • Networking
     

Further information

Successful together
Focus on partnership-based sales support. Learn more.

Awards
Our funds regularly win awards. Learn more.

100% Swiss Made
We are the only asset manager of this size that produces 100% in Switzerland. Learn more.

Focus on sustainability
We are the first fund provider to implement the Paris climate goal. Learn more.


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