Active Responsible funds – sustainable from the ground up

Our actively managed Responsible funds in the traditional asset classes take into account the Paris Agreement as standard and make a sustainable difference in many other areas.

Your benefits with responsibility

Reduce CO2 intensity

The portfolio's reduction of CO2e intensity is in line with the Paris Agreement.

Take responsibility

By engaging in investment stewardship, we are in constant dialogue with companies and exercise our voting rights.

Invest in line with ESG

Environmental, sustainable and governance criteria are taken into account for these investments.

Exclude specific investments

Controversial and questionable business practices are covered by our exclusion criteria.

Sustainability criteria for Responsible funds

Paris Agreement

Our active Responsible funds with traditional investments are based on the Paris Agreement as standard. As a pioneer in Switzerland, we focus our investment activities on the 2-degree target in accordance with the Paris Agreement by reducing the CO2e intensity of investments in the respective investment funds by at least four percent annually. We reduce the number of CO2e-intensive companies and countries that have no strategies for cutting CO2e emissions in favour of companies and countries that are efficient in terms of their carbon footprint as well as those that pursue ambitious targets for reducing CO2e. In our engagement activities, we also encourage companies to formulate and implement effective CO2e reduction targets.

ESG integration

ESG criteria (E: environmental, S: social, G: governance) are an integral part of our active investment process for traditional investments. The systematic integration of ESG criteria in the financial analysis allows us to identify risks and opportunities at an early stage and creates added value for you as well as a solid basis for good investment decisions.

Exclusion criteria

We use a blacklist and other exclusion criteria. The blacklist contains companies that do not comply with international conventions and Swiss laws. This involves business areas such as the development, production, warehousing and distribution of cluster munitions, anti-personnel land mines and nuclear weapons.

Investment stewardship

With our investment stewardship, we aim to promote sustainable business practices and compliance with recognised international principles and ESG best-practice standards. We are in constant dialogue with corporate management. We do this through the United Nations' Collaboration Platform for Responsible Investment (UN PRIs) and through investor initiatives. We exercise our voting rights on the basis of Swiss and international corporate governance regulations as well as the principles of the UN Global Compact and the 17 Sustainable Development Goals (UN SDGs).


You have access to detailed reporting on your investment funds in the traditional asset classes – including sustainability indicators such as ESG ratings, CO2e intensity and excluded companies.

Investment process for Responsible funds

As a first step, we exclude companies and states that violate our exclusion criteria. Using proprietary ESG scores, we analyse risks and opportunities arising from sustainability. In portfolio construction, we ensure that we meet the CO2e reduction path of 4 percent per year. Furthermore, we exercise voting rights by means of investment stewardship and are in active dialogue with the companies invested.

All Responsible investment funds at a glance



Money Market

Multi Assets

Real estate