Unsere Portfoliooptimierung und der Einbezug von Nachhaltigkeitskriterien sind die zwei essenziellen Komponenten unseres Anlagekonzeptes. Während die Charakteristik unseres Anlagestils bestehen bleibt, verbessert sich das Nachhaltigkeitsprofil der Portfolios und nachhaltigkeitsbezogene Risiken werden reduziert.
Investing in sustainable companies is no longer a passing trend. We firmly believe that it is important to consider sustainability criteria when investing. This allows us to contribute to a sustainable economy.
"Pursuing quantitative targets through sustainable investments is our way of creating a culture of awareness and responsibility."
Sustainability criteria can be integrated into our investment process based on historical analyses without any loss of return. In the past, sustainable securities were also those that were subject to few fluctuations and therefore tended to find their way into our portfolio through our minimum variance strategy. This guarantees the easy integration of sustainability into our model without significantly restricting our selection of portfolio securities.
We have integrated sustainability into the investment process of our ESG equity funds on two levels. The first step is to exclude companies that violate fundamental norms and minimum ESG standards. In the subsequent portfolio optimization, companies with better sustainability ratings and a better carbon footprint tend to be preferred.
Companies that violate fundamental international standards or operate in critical industries are filtered out.
In the optimization process, ESG indicators are optimized so that the portfolios demonstrate better sustainability compared to the corresponding benchmark.
The voting rights of certain funds are exercised in a sustainable manner (“proxy voting”) in accordance with a policy established by ISS or UBS.
We are a member of internationally recognized initiatives in the field of sustainable investing and engagement.
Investment solutions for assets over CHF 500,000.
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