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Investing doesn’t have to cost the earth, and investing responsibly doesn’t have to mean comprising on returns. We can help align your investments with your values.
Overview

Many managers talk about investing responsibly, but for us it has always been more than a tick-box exercise. 

Since we launched our first sustainable strategy two decades ago, we’ve not only embedded it into how we invest, but in everything we do as a company.  

Benefits of responsible investing

Investing responsibly has a number of potential benefits for investors, as well as for the companies and countries in which we invest:
reasons to invest

How to invest

Integration of ESG factors and sustainability risk have become the norm in our investment processes.

Our ESG binding strategies (equivalent to Article 8 SFDR*) 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.

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.

Pictet Asset Management - sustainable strategies
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*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).

**ESG factors: sustainability risks and principal adverse impacts

What are the risks?

We believe that investing responsibly offers great potential for investors. There are risks however, and it’s therefore important to find an experienced manager to manage these.

Responsible investing strategies could invest in emerging markets, where investments can be higher risk and more volatile, or have investments denominated in a foreign currency meaning a change in exchange rates could affect their value.

Sustainability risks can also apply to some strategies. These are risks which arise from any environmental, social or governance events or conditions that, were they to occur, could cause a material negative impact on the value of the investment. Specific sustainability risks include but are not limited to climate transition risk, physical climate risk, environmental risk, social risk, governance risk.

Investments in fixed income may be subject to the default/credit risk of issuers, interest rate risk as bond prices move inversely to changes in interest rates, and liquidity risk. Investing in higher-yielding or non-investment grade bonds might mean the risk of the issuer defaulting on the capital repayment is higher.

Past performance is not a guide to future performance. The value and income of an investment can fall as well as rise and you may not get back the amount originally invested.

Selected insights

Read more about Sustainability
Ways to invest

ESG binding

Equivalent to Article 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

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.

*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
Funds

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

Fund size
Launch date