Favours a long-term investment horizon and partnership with companies.
Integrates environmental, social and
governance criteria in company evaluations,
as a complement to the classic analysis. The asset management strategy for most of Ethos’ equity funds relies on a joint methodology developed with Pictet Asset Management. This method is founded on the aggregation of three model portfolios, two of which are built on the sustainability concept (E&S Standard Rating and E&S Impact Rating), and one which is built on a classic financial evaluation. For its bond funds, Ethos uses an
E&S Country Rating.
Applies
exclusion criteria to screen
out companies active in sensitive sectors: weapons,
nuclear energy, tobacco, gambling,
pornography, genetically modified organisms
in agrochemicals.
Exercises shareholder voting rights in line with the
Ethos Proxy Voting Guidelines, based on corporate governance best practice and sustainable development principles.
Engages in a regular dialogue with companies in order to foster their awareness of corporate governance best practice and sustainable development requirements.
