Sustainability in the investment process Value-based exclusions

For a share to find its way into the OLZ portfolio at all, it must comply with our sustainability guidelines. There are various ESG criteria to consider.

Value-based exclusion criteria

Companies with an MSCI ESG rating of “CCC”

MSCI rates companies in terms of sustainability with an ESG score between 0 (very low) and 10 (very high). The database includes: Macro data, company data, government databases, newspapers, scientific publications and news. The key figures are standardized within the sectors (best-in-class approach). The MSCI ESG rating is then derived from the scoring.

Exclusions based on turnover

Companies that generate more than

  • 0% turnover with nuclear and controversial weapons

  • 5% turnover with conventional weapons

  • 5% turnover with civilian weapons (producers)

  • 10% turnover with civilian weapons (retailers)

  • 20% turnover with weapons-related support

  • 10% turnover from oil sands and thermal coal

generate.

We are happy to advise you and answer your questions.

Investment solutions for assets over CHF 500,000. 
We will call you when it suits you best.

Or contact us directly:
+41 31 326 80 00
anlegen@olz.ch

Name required

Phone required

This email address is not correct.

Choose a date
Select a period

Your data will be treated confidentially and not passed on to third parties. You can find more information in our privacy policy.

Thank you.

We will get back to you at the requested time and are looking forward to the conversation.

We are always happy to talk to you.

A lasting relationship with our customers is worth more to us than mere success. Get in touch with us, we look forward to hearing from you. Or contact us directly:

🍪 We use cookies.

Your privacy is important to us

This website uses cookies and third-party targeting technologies to provide you with a better internet experience. Technically necessary cookies help make a website usable by enabling basic functions such as page navigation and access to secure areas of the website. The website cannot work properly without these cookies. Statistics cookies help us understand how you, as a visitor to our website, interact with it by collecting and reporting information anonymously. We also provide these cookies to third parties to help us perform these analyses (in particular Google Analytics). In order for us to use statistics cookies or similar technologies, we need your prior and explicit consent; you can revoke this consent at any time. You find further information in our privacy policy.