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Example of a medium-sized private bank from western Switzerland

Publikationsdatum: 3. April 2025
Letzte Änderung: 3. April, 2025

This private bank in western Switzerland with around 150 employees had already successfully implemented various measures in the areas of sustainable investments and transparency. Due to a consistent focus on sustainability, the company decided to systematise its commitment to sustainability and set itself measurable targets. The subsequent analysis revealed the greatest potential in relation to the investment portfolio and the definition of sustainability criteria.

Why is the example anonymous?→

Goal1

By 2025, we will apply our exclusion policy for controversial sectors and countries as well as our ESG criteria when selecting financial instruments in all investment solutions for our clients.

Measures

  • Improve the exclusion criteria according to an internal method for government and corporate bonds as well as for direct recommendations and internally managed investment solutions.
  • Utilise the proprietary ESG rating methodology in our range of investment solutions, providing transparency for each dimension (E, S and G) of the rating.
  • Apply ESG exclusion criteria and assessments to selected and externally managed investment solutions (external funds & ETFs).
  • Introduce internal control and documentation measures to ensure compliance with our ESG policy.

Goal 2

By 2025, we will prepare ESG reporting in 100% of our clients' portfolios using a transparent and proprietary methodology to raise awareness of the role of the financial sector in sustainable development.

Measures

  • Train portfolio managers, analysts and consultants in the field of sustainable finance.
  • Survey customers' ESG preferences.
  • Integrate the company's own ESG assessment into the reporting on customer portfolios.
  • Create customer presentations to raise awareness of the role of the financial sector in sustainable development.

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