The expertise of our Board of Directors and of our different financial partners – the Swiss-based Bank Sarasin (portfolio manager), Macif Gestion (manager of the bond portfolio), Coninco Wealth Management (investment advisor), CA Cheuvreux (sustainable research for the green tech index) and HSBC (custodian of the Fund’s assets), – enable us to offer our investors high quality financial products. We look for thematic investment opportunities that combine investment security with strong earnings prospects.
Growing interest in themes of the future with important growth potential reflects both active and passive investor concerns. The former seeks actively to invest in companies whose products and services make a positive contribution to sustainability and conservation goals; the latter wishes to avoid investment in companies whose activities conflict with their beliefs and values. By not being selective in their investment choice, investors may find themselves unwittingly financing, directly or indirectly, production of armaments such as land mines, or products with proven health risks such as tobacco, supporting the exploitation of child labour, or encouraging the unsustainable use of natural resources or the destruction of habitats.
We work closely with our asset managers to define ‘themes’, business sectors where the power of investments can make a significant contribution towards resolving environmental and sustainability challenges. Collectively, these sectors can be reasonably expected to out-perform the stock market over the mid to long term.
Within each theme, a rigorous selection process identifies best-in-class companies that we consider have the scale, resources, innovative capacity and management capabilities to exploit global growth opportunities. The portfolios are kept under continuous review as economic and market factors change.
Concerning thematic funds, we offer:
Growing interest in themes of the future with important growth potential reflects both active and passive investor concerns. The former seeks actively to invest in companies whose products and services make a positive contribution to sustainability and conservation goals; the latter wishes to avoid investment in companies whose activities conflict with their beliefs and values. By not being selective in their investment choice, investors may find themselves unwittingly financing, directly or indirectly, production of armaments such as land mines, or products with proven health risks such as tobacco, supporting the exploitation of child labour, or encouraging the unsustainable use of natural resources or the destruction of habitats.
We work closely with our asset managers to define ‘themes’, business sectors where the power of investments can make a significant contribution towards resolving environmental and sustainability challenges. Collectively, these sectors can be reasonably expected to out-perform the stock market over the mid to long term.
Within each theme, a rigorous selection process identifies best-in-class companies that we consider have the scale, resources, innovative capacity and management capabilities to exploit global growth opportunities. The portfolios are kept under continuous review as economic and market factors change.
Concerning thematic funds, we offer:
- A range of high-quality financial products to meet different investor criteria
- Stringent methodology in identifying and assessing potential investment targets
- Emphasis on best-in-class performance consistent with low risk
- Emphasis on secure, long-term capital accumulation
- World-class banking expertise
- Alignment with globally-relevant societal and environmental goals
- Quality service to large and small investors alike
- Guidance and support of WWF, the leading global conservation agency