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Zürcher Kantonalbank

PRI reporting framework 2017

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You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes » (B) Implementation: Thematic

(B) Implementation: Thematic

LEI 09. Types of sustainability thematic funds/mandates

09.1. Indicate the type of sustainability thematic funds or mandates your organisation manages.

09.2. Describe your organisation’s processes for sustainability themed funds. [Optional]

In order to define the range of sustainable thematic products, the analysts apply a selection of very stringent exclusion criteria. The ex-ante exclusion criteria make sure that our clients do not invest in companies that contribute to the world’s most serious environmental problems and social risks.

Ex-ante exclusion criteria: => Anthropogenic climate change – Extraction of fossil fuels – Operation of fossil-fuel power stations – Production of cars and aircrafts - Airlines  => Endangerment of the Earth's atmosphere – Production of substances that deplete the ozone layer => Loss of biodiversity  – not sustainable forestry – not sustainable fishery and fish farming – not sustainable palm-oil plantations – Genetic engineering => Threat to society and health – Nuclear energy – Production of arms and war material – Production of tobacco and smoking – Exploitative child labour.

The analysis of exclusion criteria is followed by a fundamental stock analysis with a strong focus on companies with a high "sustainability impact". The following investment opportunities were defined: Energy: Renewable energy, energy efficiency. Sustainable Mobility: Public transport, Individual transport. Knowledge: Education/Research, Interlinking. Health: Access to basic health supply, Preservation of health. Finance: Access to financial services, Financial infrastructure. Resources: Efficient use of water, resource efficiency.

 We offer products on single topics (e.g. climate change, water) as well as a multi thematic fund. We also offer thematic funds on social side (generica, medtech, healthcare)