Sustainable Investing
Professional advice on sustainability issues throughout the entire investment process
At a glance
- Support with ESG reporting and communication
- Professional and efficiently implementable sustainability concepts
- Independent assessment of sustainable investment solutions
We support you throughout the entire investment process in all questions related to sustainability, for example with general or specific workshops on sustainability, the development of sustainability principles, the incorporation of sustainability aspects in the existing governance concept or investment strategy, the selection and mandating of sustainable asset managers or with individual investment controlling solutions and sustainability reportings.
ESG* analysis
Screening of all products or mandates of the portfolio with regard to existing sustainability aspects.
Client-specific strategies
Sustainability strategies based on the client’s individual situation and specific requirements.
Investment Controlling
Continuous monitoring of sustainability criteria and the effect on return and risk as well as the environment and society.
Sustainability report
Support in communicating sustainability aspects to third parties, for example in the form of a sustainability report.
Current information
Continuous support based on the latest developments in sustainability.
Science-based analyses
Analyses of the opportunities and risks in the implementation of ESG approaches (impact on portfolio, return, risk, costs, etc.).
Peer group comparisons
Extensive market overview and comparisons thanks to our broad client basis and many years of experience.
Independence
Guarantee of independent assessment and consulting in the implementation of sustainability strategies and the selection of asset managers.
Certification
The Investment Consulting & Controlling division is certified to ISO 9001:2015 by the Swiss Association for Quality and Management Systems SQS (reg. no. CH-47418). Thanks to the integration of SQS in IQNET (The International Certification Network), the certification is recognised worldwide.
