Sustainable investments in Switzerland resilient despite difficult market conditions
onValues and Forum Nachhaltige Geldanlagen Schweiz today published the results of the regular survey of the Swiss sustainable investment market per end of December 2011, which includes sustainable assets managed in Switzerland through funds, mandates and structured products. A total of 20 managers reported their assets under management in a range of different sustainable investment styles.
According to the survey, sustainable investment volumes in Switzerland remained steady at around 42 billion Swiss francs in 2011 despite the difficult market environment. In 2011, lower investment volumes in funds and structured products were offset by growth in mandates. Institutional investors strengthened their position at the expense of private investors, leaving each group with a fifty per cent share of the market. Bonds saw their market share rise by ten percentage points to 31 per cent in 2011, while equities' share of the market fell by the same amount and now stands at 53 per cent.
Looking at market trends, Ivo Knoepfel, the managing director of onValues and co-author of the study, points to the growing significance of ESG integration and active shareholder approaches: "Investments where shareholder voting rights are being exercised with consideration of ESG issues have once again grown sharply and have now reached the impressive level of 11.4 billion francs." He goes on to say, "Providers have begun integrating sustainability aspects into their financial analyses directly, so 9.1 billion Swiss francs are now invested in line with this approach. This development could be the key to a wider use of sustainable investments by occupational pension schemes in Switzerland."
Download the report
«Sustainable Investments in Switzerland 2011»