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Zürcher Kantonalbank

PRI reporting framework 2018

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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 07. Types of sustainability thematic funds/mandates

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

07.2. Describe your organisation’s processes relating to sustainability themed funds. [Optional]

In order to define the range of sustainable thematic investment 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 for companies:

=> Anthropogenic climate change 

  • Companies with coal reserves
  • 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 products
  • Production of alcohol (turnover threshold 5%)
  • Gambling (turnover threshold 5%)
  • Child labour (own operations)
  • Pornography

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.


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