Sustainable funds – strictly sustainable

We align ourselves with the Paris Agreement in our Sustainable funds. As a pioneer in Switzerland, we focus our investment activities on the <2-degree target and in some cases on the 1.5-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. Read more about our climate goal.

ESG criteria (E: environmental, S: social, G: governance) form an integral part of our active investment process. 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.

We use a blacklist. 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. In addition, many other exclusion criteria are applied. Read more about the application of exclusion criteria.

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). Read more about investment stewardship. 

You have access to detailed reporting on your investment funds – including sustainability indicators such as ESG ratings, CO₂e intensity and excluded companies. You can find the reports in our product area.