Switzerland has tremendous potential as a centre of excellence in sustainable investment. Our financial services industry is heading in the direction of making sustainable investment the norm. Political and social pressure to take environmental, social and governance (ESG) issues into account is steadily mounting, but the main reason for the strong growth in sustainable investments is in fact investors’ willingness to channel more money into them.

The Asset Management Platform plays an active role in ensuring that Switzerland continues to build on its strong position in sustainable investments, and our members are aware of their important role.

 

Swiss Sustainable Investment Market Study

Swiss Sustainable Finance (SSF) publishes its detailed Swiss Sustainable Investment Market Study every year:

 

Recommendations and key messages for the inclusion of sustainability criteria in the investment process

To actively support asset managers in incorporating sustainability criteria into their investment process, the Swiss Funds & Asset Management Association (SFAMA) together with Swiss Sustainable Finance (SSF) has developed recommendations with the associated key messages.

 

Brochure «Sustainable finance in Switzerland: from pioneer to premier international hub»

In its latest brochure, «Sustainable finance in Switzerland: from pioneer to premier international hub», the Swiss Banking Association (SBA) highlights ten of the industry's own initiatives and identifies ten action areas for improving the framework conditions. The key focus is on market-led approaches.

 

Guidelines for the integration of ESG considerations into the advisory process for private clients

Swiss Banking Association (SBA) offers valuable guidelines regarding investment advice to private clients. These guidelines have been developed through close and intensive collaboration with its members.

 

First Sustainability Report of the Insurance Industry

With the sustainability reporting of the Swiss Insurance Association SIA, Swiss private insurers are for the first time providing an overview of sustainability measures for the entire industry. The report shows that insurers apply sustainability criteria to an average of 86 percent of their investments. Report available in german and french only:

 

E-learning: Have you ever wondered how...?

The new e-learning tool developed by Swiss Sustainable Finance (SSF) allows you to test or improve your knowledge of sustainable investments. It comprises four modules that feature interactive elements and were designed specifically for relationship managers and other financial professionals. Good luck!

 

Swiss Sustainable Funds Awards 2020

On 9 June 2020, the most committed asset managers with the best funds in the field of socially responsible investment were presented with the Swiss Sustainable Awards. The funds and asset management companies are selected by an independent jury whose task it is to assess their performance in terms of both quality and quantity. The jury is composed of representatives of the main industry players, pension funds, fund selectors, family office and external managers, independent advisors and the academic community.

This year's winners are:

  • Best Asset Management Company: ROBECO
  • Best Swiss Asset Management Company: Vontobel Asset Management
  • Equities World: DPAM INVEST B Equities World Sustainable A of Degroof Petercam AM
  • Equities Switzerland: GAM Swiss Sustainable Companies D of GAM Investments
  • Equities Europe: DPAM INVEST B Equities Europe Sustainable B of Degroof Petercam AM
  • Equities Emerging Markets: Nordea 1 - Emerging Stars Equity BI EUR of Nordea AM
  • Equities thematic approach: Luxembourg Selection Fd - Active Solar A EUR of Active Niche Funds
  • Global bonds: NN (L) Green Bond I Cap EUR de NN Investment Partners
  • Corporate bonds: Allianz Euro Credit SRI – W – EUR d'Allianz Global Investors

Source: Voxia.ch