The use of ESG filters and exclusion criteria has become a widespread standard for sustainable investment. The general application of exclusion criteria enables Swisscanto Invest to put sustainability into effect in its funds because it avoids investing in the most controversial areas (weapons, alcohol, etc.). We use a proprietary ESG scoring model to minimise sustainability risks and ultimately to identify promising investment opportunities in the best sustainable sense by means of a sustainability analysis. Thanks to the systematic and transparent approach pursued by Swisscanto, investors can count on the sustainable effectiveness of their investments.
We have combined our broad range of sustainable funds into two product lines for investors seeking a high or particularly high sustainable effectiveness:
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We offer actively and indexed managed sustainable equity and bond strategies. You benefit from an extensive range of products.
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We offer two different strategies to meet the various requirements of our customers. The Responsible approach reduces risk by incorporating sustainability factors. The Sustainability Impact approach uses additional opportunities by investing in companies that contribute to solutions designed to achieve sustainable growth.
As part of the Responsible approach, the companies rated most poorly in terms of sustainability are avoided. On the one hand, the process involves the use of a fundamental set of exclusion criteria, such as weapons or tobacco. On the other hand, the companies with the lowest ESG ratings per sector are also excluded. This enables investment solutions that are close to the benchmark, with slight deviations in the risk/return profile compared to the benchmark.
The Sustainable approach goes beyond the application of exclusion criteria and the reduction of ESG risks and invests only in companies and countries that meet our strict sustainability criteria. The core factor here is the impact assessment, which we use to systematically reduce the sustainable investment to a few companies/countries which, due to their strong contribution to sustainable development ("Sustainability Impact"), are growing at an above-average rate and generating positive social benefits.
We focus on the six investment areas that contribute to sustainable development and are in line with the UN's 17 Sustainable Development Goals: