As one of the most renowned independent financial service providers with Swiss roots, swisspartners helps its clients to invest responsibly as an addition to our traditional asset management services.
One component of responsible investing is known as ESG investing. The term ESG stands for environment, social and governance (responsible corporate management), and ESG investments are those that aim to verifiably identify and evaluate risks and opportunities with regard to these three aspects.
With the help of the Sustainalytics (Morningstar) database, investment experts at swisspartners evaluate the financial markets with the goal of investing wealth in a way that is future-oriented, while keeping carbon intensity and responsibility in mind. These portfolios place a focus on a balanced mix of traditional, proven assets and investments that take ESG (and other) factors into account. But of course, swisspartners’ wealth management services always prioritise the portfolio’s long-term positive returns.
Sustainability means meeting our own needs without jeopardising the ability of future generations to do the same. Our children and grandchildren should be able to enjoy a good quality of life.
With the spectres of climate change and ever-greater environmental destruction looming large, the situation facing the globe is dramatic. 14 million tonnes of plastic land in the world’s oceans each year. We are still emitting far too many greenhouse gases via production, distribution and consumption. And even if every country kept the promises they made in the Paris Climate Agreement, we would still miss our targets by a significant margin.
This means that every conceivable measure is needed to avoid further destruction to our natural habitat.
If the global economy fails to meet sustainability targets, it could suffer irreversible contractions in growth, which in turn would have a negative impact on investment capital. As an investor, you determine who will receive capital and on what terms. This provides important incentives for companies, and also serves to protect your own capital in the long term. In the short term, too, these measures reduce your investment’s exposure to sustainability risks. Portfolio risk can be further reduced by avoiding investments in companies that could be affected by penalties or stranded assets in the future. On the other hand, investments in companies that make timely adjustments in favour of sustainability are likely to generate good returns.
At swisspartners, part of our wealth management approach is to examine our tried-and-tested portfolios from an additional ecological perspective. With the help of data provided by Sustainalytics (Morningstar), we have created an investment solution that makes responsible investing both sensible and attractive, putting a specific focus on environmental risks and greenhouse gas emissions. This allows us to align the investments with the goal of safeguarding our environment and our future – without neglecting the focus on returns.
If you have any questions about our investment solutions or ESG products, please do not hesitate to contact: ims@swisspartners.com
Your direct contact:
Your contact:
Dino Lüssi
dino.luessi@swisspartners.com
About Morningstar / Sustainalytics
Morningstar is a global provider of independent fund and stock research. The company specialises in the preparation of data and evaluations of fund managers. Analyses of individual stocks and detailed screening of portfolios are also part of the standard service.
Sustainalytics became part of Morningstar in July 2020 and offers in-depth analyses of corporate sustainability. Sustainalytics is a pioneer and opinion leader in sustainability analysis. The company employs locally based analysts worldwide, covering over 20,000 companies.
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