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Bank Julius Baer & Co. Ltd.

PRI reporting framework 2017

You are in Strategy and Governance » Investment policy

Investment policy

SG 01. RI policy and coverage

New selection options have been added to this indicator. Please review your prefilled responses carefully.

01.1. Indicate if you have an investment policy that covers your responsible investment approach.

01.2. Indicate the components/types and coverage of your policy.

Select all that apply

Policy components/types

Coverage by AUM

01.4. Indicate what norms you have used to develop your investment policy that covers your responsible investment approach.

other (1) description

          Principles for Responsible Investment
        

01.6. Provide a brief description of the key elements, any variations or exceptions to your investment policy that covers your responsible investment approach. [Optional]


SG 02. Publicly available RI policy or guidance documents

New selection options have been added to this indicator. Please review your prefilled responses carefully.

02.1. Indicate which of your investment policy documents (if any) are publicly available. Provide a URL and an attachment of the document.

02.4. Additional information [Optional].

Responsible Investment considerations – integral part of our investment philosophy

At Julius Baer, we follow an investment approach that expertly mixes assets by taking advantage of both the current investment horizon and decade-long economic developments. We enhance returns through active structuring of the asset allocation according to secular trends and by tactically spotting clues in markets. Taking financial material Environmental, Social and Governance (ESG) risks into consideration further helps to take well-educated decisions and identify the winning companies and sectors of the future.

The Julius Baer Investment Approach consists of three components:  secular outlook, understanding market patterns and positioning, and taking financially material ESG risk into consideration (Responsible Investment).

Responsible Investment combines financial assessment with information regarding ESG risks, and is built upon the understanding that key extra-financial factors, such as corporate governance, vulnerability to climate change, water supply stress, product safety and quality, and corruption and instability can have a significant influence on a company’s financial success. We are convinced that firms recognising the importance of these factors manage industry-specific risks more efficiently than their competitors, and will be able to report more perennial profitability and creditworthiness. In doing so, the underlying goal is to capture the entire spectrum of risks to achieve what is economically profitable for our clients in the long-run.


SG 03. Conflicts of interest

03.1. Indicate if your organisation has a policy on managing potential conflicts of interest in the investment process.

03.2. Describe your policy on managing potential conflicts of interest in the investment process.

The Conflict Resolution Committee aims to minimize the ESG (Environmental, Social and Governance) risks for the investments of our clients within the investment strategy of Bank Julius Baer & Co. Ltd. and the defined investment universe.

The Conflict Resolution Committee is responsible for defining and implementing the criteria of investment approval for MSCI ESG Research CCC rated or unrated/internally rated instruments; reviewing the approved instruments; and developing a policy with clear decision principles on specific ESG issues to guarantee a consistent decision process.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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