I am Article Layout

Select your investor profile:

This content is only for the selected type of investor.

Responsible investment at Pictet Asset Management

Our approach to responsible investment

Responsibility is embedded in everything we do, starting with our investment framework.

The right thing to do

Responsibility goes hand-in-hand with a long-term, partnership approach. It means having a sense of responsibility and integrity not only towards the present generation but also to future generations – and to the real economy and the wider world.

We believe in responsible capitalism and take an enlarged view of the economy and its interactions with civil society and the natural environment.

We are convinced that Environmental, Social and Governance (ESG) considerations can help us make better long-term investment decisions for our clients.

The strength of our convictions led us to create for our clients a range of innovative environmental and social equity strategies that are today among the oldest and largest in the market, such as Water, launched in 2000.

Download the responsible investing brochure to learn more about our approach

Our approach to responsible investing: 5 main pillars

1. We integrate ESG into investment processes and risk management
Integration of ESG factors and sustainability risk have become the norm in our investment processes.

Our core standards strategies promotes environmental and/or social characteristics and exclude some of the most harmful activities such as controversial weapons, tobacco, adult entertainment and gambling.

For investors with higher ESG ambitions, our best-in-class and positive tilt strategies invest in companies with stronger governance as well as cleaner operations and products. We offer equity and fixed income sustainable strategies.

For those investors looking to have a specific and measurable impact, our positive impact strategies invest in companies that provide solutions to challenges such as climate change, the energy transition or water scarcity.
Click here to find out more about our product range 

2. We engage with companies and governments
As active managers we can add value and mitigate risks by engaging with sovereign and corporate issuers on ESG topics. Through our engagement, we aim both to exercise our responsibilities as investors and to contribute to shaping a more sustainable, prosperous, healthy and equitable society.
Click here to see some of our engagement examples

3. We systematically exercise voting rights
Leveraging our power as investors to achieve positive change, we systematically exercise our voting rights in the best interests of our clients. 
Click here to discover how we influence decision processes

4. We are transparent with clients 
Transparency and detailed reporting differentiate true integration from box-ticking. In our dedicated fund reports, ESG characteristics are measured at the portfolio level and compared with the benchmark. 

5. We act as stewards of responsible investing
We are committed advocates of responsible investing and play an active role in supporting organisations that promote responsible finance and sustainable investments. We also see it as our mission to educate investors about responsible and sustainable investment practices.
Click here to access our e-learning about Responsible Investing

A few key facts
How are ESG risks integrated into fundamental research and day-to-day investment decisions?
Pictet Asset Management employees share their involvement in responsible investing.

Pictet Asset Management, November 2019

Sustainability reports and policies (available in English only)

 Pdf Responsible Investment policy
 Pdf  Active Ownership 2019 report
 Excel file  UK Stewardship Code
 Pdf  UNPRI transparency 2020 report

SRD II and SFDR disclosures. Information on sustainability risks, principal adverse impacts, engagement, proxy voting and remuneration policies, please refer to our Responsible Investment Policy and Active Ownership report.

Regulatory disclosures

Shareholder Rights Directive (SRD II)

The Shareholder Rights Directive II is a European Union Directive that aims to promote effective stewardship and long-term investment decision taking. It sets out requirements in several key areas, including the transparency of engagement and proxy voting by asset managers, and regular reporting on the implementation of such activities. 

Regulation on sustainability-related disclosures in the financial services sector (SFDR) 

The SFDR is a European Union Regulation that forms part of the EU’s Action Plan to integrate sustainability considerations into its financial policy framework in order to mobilise finance for sustainable growth. 

The SFDR lays down disclosure obligations for manufacturers of financial products and financial advisers toward end-investors, in relation to the integration of sustainability risks, and as regards adverse impacts on sustainability matters at entity and financial products levels. 

For further details on regulatory disclosures, please refer to our Responsible Investment Policy and Active Ownership report.