No compromises – neither in sustainability nor in returns

  

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1. Increase performance

ESG investments allow you to stay on course even in turbulent markets and to achieve a market-driven return with fewer fluctuations. Get an idea of the performance in the comparison test below.

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2. Get risks under control

ESG factors improve risk management. That is why we recommend investment strategies that follow ESG principles – so your portfolio is prepared for the future and the future of your children.

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3. Reflect your values

With the right ESG investments, you can drive positive change yourself. Let your money work for companies that really take their responsibilities seriously.

  

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1 hour free consultation – by phone or in person

How can you integrate ESG into your portfolio as easily as possible? Our experts will be happy to contact you for an initial ESG consultation, without obligation or give us a call: +41 58 283 63 02

Request a consultation

  

Testing comparative performance

Indexed performance: more vs. less fossil fuels
MSCI World SRI Select Reduced Fossil Fuels Index (USD) vs. MSCI World Net Total Return Index (USD)

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Past performance is not an indicator of current or future performance. The information given relates to performance in the past. This is not a reliable indicator of future developments and should not be the sole decision-making factor when choosing a financial instrument. The value of the capital invested can rise or fall. Financial instruments do not contain any protection against future market developments, meaning that investors could lose part or all of their investment. Further information from the index provider


Seize the opportunity and make an appointment today

ESG is the way to go when it comes to applying your own assets in harmony with your values ​​and our environment. Would you like to take advantage of ESG? We would be happy to advise you on this.

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Mandatory information

  

  • Further information from the index provider

    The “MSCI World SRI” index (blue) is aimed at investors looking for a benchmark in diversified socially responsible investments (SRI) with strong sustainability profiles. Companies that are incompatible with these values, or which come into contact with fossil fuels, are avoided, whether this is in the context of mining and production activities, in energy generation, or through ownership of such energy reserves.

    The selection of the components is based on studies by MSCI ESG Research:

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