Sustainable funds include a comprehensive sustainability approach that goes beyond the application of exclusion criteria and the reduction of ESG risks. In direct investments, we have set ourselves the goal of investing only in companies and countries that meet our strict sustainability criteria or whose business activities have a particularly strong sustainable effect.
With a Sustainable investment fund, you receive an investment solution that:
To determine the Sustainable investment universe, companies undergo a three-stage filter process for direct investments, which filters out around 70% of the originally eligible companies in the investment universe.
We use exclusion criteria to exclude companies that contribute to the biggest environmental problems and social risks worldwide. This process excludes around 20% of all companies in the investment universe.
|Anthropogenic climate change|| |
|Endangerment of the Earth's atmosphere|| |
|Decline in species diversity|| |
|Risk to society and health|| |
The ESG ratings of companies per sector and region are compared with those of peers. Investments can be made in all companies with an ESG rating above a defined threshold (best-in-class). The ESG criteria cover:
In this step, a further 50% of the companies in the original investment universe are eliminated.
After companies in the investment universe have passed the exclusion criteria and ESG assessment, around 30% remain. These form our Sustainable investment universe, which then undergoes the impact assessment.
The core factor of our Sustainable approach 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:
These issues are among the UN's 17 Sustainable Development Goals.
In the Sustainable investment funds, the weighted carbon intensity is generally significantly lower than in the respective benchmark index, as CO2e-intensive companies with no climate strategy are avoided. No investment is made in the promotion of fossil fuels, in the operation of fossil-fuelled power plants, in airlines or in manufacturers of automobiles and aircraft. We have been following this investment philosophy for Sustainable investment funds for over twenty years.
Learn how investment funds work and what their benefits are. Learn more.
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Focus on sustainability
We are the first fund provider to implement the Paris climate goal. Learn more.