Our funds specifically exclude companies or industries that are not compatible with our sustainability and ESG principles. This means we only invest in companies that act responsibly and adhere to ethical, social, and environmental standards.
Norm-based exclusion criteria ensure that companies that violate international standards and guidelines such as the UN Global Compact Principles or OECD Guidelines are excluded. This means we only invest in companies that comply with fundamental human rights, environmental standards, and ethical business practices.
Ausschluss von Unternehmen, welche in mindestens eine erhebliche Kontroverse in den Bereichen Umwelt, Kunden, Menschenrechte, Arbeitsrechte, Lieferketten und Unternehmensführung verwickelt sind.
Unternehmen, die gegen die Prinzipien des UN Global Compact verstossen, werden aus unseren Fonds ausgeschlossen. So stellen wir sicher, dass wir nur in Firmen investieren, die grundlegende ethische Standards einhalten.
Unternehmen, die ILO-Kernarbeitsnormen verletzen, werden aus unseren Fonds ausgeschlossen. So investieren wir nur in Firmen, die faire Arbeitsbedingungen und grundlegende Arbeitnehmerrechte einhalten.
Unternehmen, die die Guiding Principles for Business and Human Rights verletzen, werden aus unseren Fonds ausgeschlossen. So investieren wir nur in Firmen, die Menschenrechte respektieren und schützen.
Companies that are on the SVVK-ASIR exclusion list are excluded from our funds. This ensures that our investments comply with recognized Swiss sustainability standards.
Value-based exclusion criteria are based on the convictions and preferences of our investors. Industries or business activities that are incompatible with personal or social values are excluded – for example, weapons, tobacco, or gambling.
MSCI assesses companies in terms of sustainability using 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.
|
Sales threshold |
Business unit |
|---|---|
|
0 percent |
Nuclear and controversial weapons |
|
5 percent |
Conventional weapons |
|
5 percent |
Civil weapons (Producer) |
|
10 percent |
Civil weapons (Retailer) |
|
20 percent |
Weapon support systems |
|
10 percent |
Oil sands and thermal coal |
For certain funds, we apply stricter criteria in order to comply with ESMA guidelines on naming or specific market requirements.
Investment solutions for assets over CHF 500,000.
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