Volumen nachhaltiger Anlagen in der Schweiz nach Anlagestrategien 2022

Folgende Definition nachhaltiger Geldanlagen liegt zugrunde:
Nachhaltige Geldanlagen ist die allgemeine Bezeichnung für nachhaltige Produkte und Anlagevehikel, die ökologische, soziale und Governance-bezogene Aspekte (ESG-Kriterien) explizit in ihren Anlagebedingungen berücksichtigen. Es beinhaltet eine explizite schriftlich formulierte Anlagepolitik zur Nutzung von ESG-Kriterien.

Begriffserklärungen:
Ausschlusskriterien:
An approach excluding companies, countries or other issuers based on activities considered not investable. Exclusion criteria (based on norms and values) can refer to product categories (e.g. weapons, tobacco), activities (e.g. animal testing), or business practices (e.g. severe violation of human rights, corruption).
Best-in-Class:
Approach in which a company’s or issuer’s ESG performance is compared with that of its peers based on a sustainability rating. All companies or issuers with a rating above a defined threshold are considered as investable.
Engagement:
Activity performed by shareholders with the goal of convincing management to take account of ESG criteria so as to improve ESG performance and reduce risks.
Impact Investment:
Investments intended to generate a measurable, beneficial social and environmental impact alongside a financial return. Impact investments can be made in both emerging and developed markets and target a range of returns from below-market to above-market rates, depending upon the circumstances.
Integration:
The explicit inclusion by investors of ESG risks and opportunities into traditional financial analysis and investment decisions based on a systematic process and appropriate research sources.
Nachhaltige Themenfonds:
Investment in businesses contributing to sustainable solutions, both in environmental or social topics.
Normbasiertes Screening:
Screening of investments against minimum standards of business practice based on national or international standards and norms.
Stimmrechtsausübung:
This refers to investors addressing concerns of ESG issues by actively exercising their voting rights based on ESG principles or an ESG policy.
Klimaverträgliches Investment:
The climate alignment of a portfolio refers to the reduction of the greenhouse gas emissions of a portfolio (i.e. of the issuers it contains) in line with global climate goals.