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ESG Newsletter

    Spotlight on Investors: Ethos Foundation

    19-Aug-2019 11:42:15 AM

    Ethos, the Swiss Foundation for Sustainable Development, was founded in 1997 to promote Socially Responsible Investments as well as a stable and prosperous socio-economic environments.  It is composed of more than 200 Swiss pension funds. To achieve its objectives, the Foundation created Ethos Services to offer asset management and advisory services. Ethos had US$ 1.43 billion of assets under management as at December 31st, 2018.

    Ethos' approach to socially responsible investments applies a sector-based exclusion criteria (weapons, nuclear energy, tobacco, gambling, adult entertainment, coal and GMO agrochemical activities) and exclusions based on major controversies related to human rights violations or serious harm to the environment. Furthermore, Ethos prioritizes companies and debt issuers with above average ESG assessments and lower carbon intensity. Finally, the organization systematically exercises its shareholding voting rights and seeks to engage in dialogues with companies, notably through collaborative initiatives such as Climate Action 100+.

    Ethos Charter

    Socially Responsible Investment Principles

    Exclusion Criteria

    Proxy Voting Guidelines

    Engagement Policy

    Topics:Spotlight on Investors

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