Networks & Partnerships

Ethos participates in various networks, is member of different organisations and collaborates with partners:

4 Organisations

4 Investor Initiatives

4 Partnerships

The Ethos Foundation is member of the following associations and networks:

• Association of Swiss Pension Funds - ASIP
• French Association of Corporate Governance - AFGE
• Association for Ethics and Investment (France)
• European Corporate Governance Service - ECGS
• European Sustainable & Responsible Investment Forum - Eurosif
• German Sustainable & Responsible Investment Forum - FNG
• Interfaith Center on Corporate Responsibility - ICCR
• International Corporate Governance Network - ICGN
• Swiss Association for ecological Management - ÖBU
• Transparency International (Switzerland)

As far as possible, Ethos tries to participate to international investor initiatives mobilised on environmental and social issues. Ethos is member or signatory of the following investor initiatives:

• Access to Medicine Index - AtM (since 2007)
• Climate Risk Disclosure Initiative (since 2006)
• Principles for Responsible Investment - PRI (since 2006)
• Carbon Disclosure Project - CDP (since 2005)
• Freedom of Expression and Internet – Reporters without Borders (since 2005)
• Social Investment Research Analyst Network - SIRAN (since 2005)
• Extractive Industries Transparency Initiative - EITI (since 2003)
• Institutional Investors Group on Climate Change - IIGCC (since 2003)
• Pharmaceutical Shareowners Group - PSG (since 2003)
• Institutional Investors Group on Myanmar (since 2001)

Asset Management SRI

In its socially responsible investment (SRI) fund management activities, Ethos cooperates with the following financial institutions and consultants:

• Investment Funds: Pictet & Cie, Vontobel Asset Management and Raiffeisen
• Certificate including shares of Swiss companies: Basler Kantonalbank
• Fund of Private Equity Funds: Unigestion

All environmental and social analyses are established jointly with the consultant Inrate.

Shareholder Proxy Services

Ethos provides in-house analyses of the agendas of general meetings of Swiss listed companies. For non-Swiss companies, the underlying research is made by the following partners:

• Europe: The local partners of the network European Corporate Governance Service (ECGS) of which Ethos is the Swiss member
• Canada: Groupe Investissement Responsable (GIR), Montreal
• USA: Pension Investment Research consultant (PIRC), London
• Asia/Pacific: Sustainable Investment Research Consultant (SIRIS), Melbourne

Dialogue with Boards and Management of Companies

Ethos engages in constructive dialogue with the management of investee companies. To this effect, Ethos may cooperate in various partnerships on an occasional base. Presently, Ethos collaborates with PhiTrust Active Investors in Paris.