Responsible Investment ensures Julius Baer’s overall investment process takes financial material Environmental, Social and Governance (ESG) risks into consideration in order to achieve long-term economic benefits for our clients, and raise awareness and transparency of these risks.
In addition, we aim to offer our clients a diversified portfolio of sustainable investments in various asset classes and currencies in line with their individual requirements. As a specific sub-category of our discretionary management offering, the sustainability mandate also applies the best-in-class filter in addition to the ESG integration. It offers our clients the possibility to participate in a globally diversified universe of forward-thinking, responsible and innovative companies. The top 30% companies related to each sub-sector become part of the investable universe. The investments are made according to themes, specifically addressing the relevant challenges of the near future, such as energy efficiency, education, mobility, biodiversity or water.