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Solutions for Fund Managers

Demand for sustainable investments is clearly growing among all types of investment managers. Apart from concerns over the impact on the society and environment, they are also seeking outperformance and better understanding of risks from a sustainability perspective. In addition, many see the ability to offer SRI strategies as a way of increasing assets under management and gaining client loyalty.

Key features

  • Based on our long experience working with many different investment approaches
  • Suitable for private and institutional investors
  • Buy recommendations or entire investable universes
  • Offer a useful addition to existing investment product range
  • Our expertise and innovation allow complex issues to be integrated relatively simply
  • Built on partnership model allowing clients control over SRI capabilities
  • Help build client loyalty

Representative client example

  • Using our highly selective sustainability solutions, a well-known retail investment manager has won the prestigious Lipper Fund Award for best performance over 5 years in Swiss equities for four consecutive years.

Suitable for a variety of needs

  • Institutional and retail fund managers
  • Private wealth managers
  • Pension plans managing assets in-house
  • Insurance companies