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Sustainable investments in Switzerland reach all-time high according to onValues survey

Forum Nachhaltige Geldanlagen Schweiz and onValues today published the results of the regular survey of the Swiss sustainable investment market per end of December 2010, which includes sustainable assets managed in Switzerland through funds, mandates and structured products. A total of 21 managers reported their assets under management in a range of different sustainable investment styles.

Per end of 2010 the sustainable market reached a new high of 42 billion CHF, which corresponds to an increase of 23% compared to the same value per end of December 2009. On average, net inflow in sustainable funds amounted to approximately 3.6% in the course of 2010. In comparison, the average comparable Swiss fund experienced a net outflow of the same order of magnitude.

Retail/private banking investors have further expanded their majority position in the market (57% of the total market, compared to the 43% of institutional investors). Equity, with its share of 63%, remains the most important asset class having slightly increased its market share compared to last year.

Not much has changed in terms of the use of different sustainable investment approaches, but the use of active proxy voting has notably increased. 44% of respondents reported that they are planning introducing a proxy voting policy that includes sustainability issues for the entire assets managed by their institutions in the coming years.

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«Sustainable investments in Switzerland 2010»

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