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Taking a sustainable approach to investing has long been central to our company.
Overview

Responsibility has long been central to our company. We believe we are at the forefront of our industry in incorporating environmental, social and governance (ESG) issues into our investment approaches, actively exercising our rights as investors and engaging with the wider industry.

The pillars of our responsible approach
ESG pillars at Pictet Asset Management

Taking a sustainable approach to investing

Integration of ESG factors and sustainability risk have become the norm in our investment processes. We also apply a list of exclusions across all our strategies, for example excluding companies that produce controversial weapons and extract thermal coal. For investors who want to go further, our responsible investing strategies focus on companies with stronger governance, as well as cleaner operations and products. 

Our ESG binding strategies (equivalent to Article 8 SFDR*) consider ESG factors such as sustainability risks and principal adverse impacts. These strategies promote environmental and/or social, but do not have sustainability as their primary objective. A tilted or best-in-class approach can be applied.

For those investors looking to have a specific and measurable impact, our positive impact strategies (equivalent to Article 9 SFDR*) consider ESG factors and target activities that contribute to environmental or social objectives, such as providing solutions to climate change, energy transition or water scarcity. More information is available in our Responsible Investment policy.

We launched our first ‘best-in-class’ ESG strategy in the late 1990s, focusing on Swiss equities. We then expanded our regional scope, first applying the strategy to the European equity market in 2004 and to the emerging equity market in 2006.

We also offer a range of thematic strategies that invest in companies helping to solve environmental and societal challenges such as water scarcity and climate change. We are perhaps best known as the pioneers in thematic investing. Our experience in the field dates back to the mid-1990s. Since then, we have developed a full range of standalone thematic equity strategies, managed by teams based in our Geneva and Zurich offices. Each one of our thematic strategies, from Water through to Robotics, has a global reach. 

We launched the first Water fund in the industry in 2000. This marked the start of our environmental investment strategies, which now cover the Clean Energy, Timber, Nutrition and Global Environmental Opportunities themes.

More recently we have also developed fixed income and multi asset sustainable products.

We source ESG data from a number of specialist providers and work tirelessly to improve the quality, depth and breadth of the data we use. Data providers include ISS, CFRA, Sustainalytics and Verisk Maplecroft.

Why an active approach?

We think an active investment approach is particularly important in responsible investing due to the judgement needed to handle some of the complex issues surrounding ethical, moral or business conflicts that may arise from this approach

*Regulation (EU) 2019/2088 of the European Parliament and of the Council of 27 November 2019 on sustainability-related disclosures in the financial services sector (SFDR).

Selected insights

Read more content related to sustainable investing.
Strategies

ESG binding

Equivalent to Art. 8 SFDR*, our ESG binding strategies consider ESG factors such as sustainability risks and principal adverse impacts. They promote environmental and/or social characteristics, but do not have sustainability as their primary objective. A tilted or best-in-class approach can be applied.

  • Positive tilt strategies seek to increase the weight of securities with low sustainability risks and/or to decrease the weight of securities with high sustainability risks, subject to good governance practices.
  • Best-in-class strategies seek to invest in securities of issuers with low (or decreasing) sustainability risks while avoiding those with high (or increasing) sustainability risks, subject to good governance practices.

Today, we manage ESG binding equity portfolios covering both developed and emerging markets. We also offer fixed income and multi asset strategies covering global and emerging markets.

*Regulation (EU) 2019/2088 of the European Parliament and of the Council of 27 November 2019 on sustainability-related disclosures in the financial services sector (SFDR).

Please select a representative fund from the list below to find out more

Fund size
Launch date

Investing to safeguard the planet no longer means sacrificing returns

For those investors looking to have a specific and measurable impact, our positive impact strategies (equivalent to Art. 9 SFDR*) consider ESG factors and target activities that contribute to environmental or social objectives, such as providing solutions to climate change, energy transition or water scarcity. These strategies are part of our thematic franchise.

One example is our Global Environmental Opportunities strategy which uses the Planetary Boundaries model as framework to select companies. This is a model, developed in 2009 by a group of scientists at the Stockholm Resilience Centre and other leading organisations, which identifies nine of the most critical environmental dimensions - including CO2 emissions (climate change), fresh water use, land use and biodiversity - that are essential to maintain a stable biosphere required for human development and prosperity.

We use this framework to identify firms with the strongest environmental credentials across their entire value chain from the extraction of raw materials to manufacturing processes, distribution and transport, product use, disposal and recycling.

We also manage portfolios that focus on themes such as timber, water and clean energy.

*Regulation (EU) 2019/2088 of the European Parliament and of the Council of 27 November 2019 on sustainability-related disclosures in the financial services sector (SFDR).

Please select a representative fund from the list below to find out more

Fund size
Launch date