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Ethos Foundation

PRI reporting framework 2017

You are in Strategy and Governance » Objectives and strategies

Objectives and strategies

SG 05. RI goals and objectives

05.1. Indicate if and how frequently your organisation sets and reviews objectives for its responsible investment activities.

05.2. Additional information. [Optional]

  • Biannual review of ESG exclusions (product and conduct-based);
  • Annual update of ESG ratings;
  • Monthly monitoring of portfolio composition against investment directives;
  • Vote 100% of Swiss listed equities and at least 80% of the market cap of non-Swiss investments;
  • Continuous dialogue with investee companies in core market (in person meetings, conf. calls, letters, emails);
  • Systematic contact with the companies of the core market (Switzerland) before the AGM (more than 140 contacts for Swiss listed companies);
  • Participation in public consultations and collaborative engagements.


SG 06. Main goals/objectives this year (Private)