THE PORTFOLIO FOR THE FUTURE WITH ESG INVESTMENTS

Anyone who wants to invest their wealth responsibly and with an eye to the future should keep the sustainability of their investments in mind. In addition to traditional portfolios, swisspartners has also begun supporting its clients with ESG investments.

Every conceivable measure is needed to avoid further destruction to our natural habitat.”

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.

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.

A focus on sustainability in wealth management

At swisspartners, part of our wealth management approach is to consider our tried-and-tested portfolios from the perspective of sustainability. With ESG investments, we have created an investment solution that makes sustainable 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 goals of safeguarding our environment and our future – without neglecting the focus on returns.

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 and keeps sustainability and responsibility in mind. Sustainable investing places a focus on a balanced mix of traditional, proven assets and investments that take ESG factors into account. But of course, the swisspartners’ wealth management strategy always prioritises the portfolio’s long-term positive returns.

About Morningstar & Sustainalytics

Morningstar is a global provider of independent fund and stock research. The company specialises in preparing data and evaluating fund managers. Analyses of individual stocks and detailed portfolio screenings are also part of the service.

 

Sustainalytics became part of Morningstar in July 2020 and offers in-depth corporate sustainability analyses. Sustainalytics is a pioneer and thought leader in the field of sustainability analysis. The company employs locally based analysts worldwide, covering over 20,000 companies.

Responsible investing places a focus on a mix of traditional, proven assets and investments that take ESG factors into account.”

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