News

The UN PRI Initiative releases new assessment of ESG integration

The US$ 14 trillion Principles for Responsible Investment (PRI) Initiative recently published its second assessment that captures in significant detail how signatory investors are integrating environmental, social and governance (ESG) issues within investment decision making and ownership practices. Selected key results include:

  • 32% of respondents said they would now revisit relationships with service providers in light of ESG issue-related capabilities. A 68% increase on the number of signatories willing to do this last year.
  • 70% of signatories ask companies to produce standardized reporting on their ESG policies, practices or performance
  • Principle 1 of the PRI, which focuses on incorporating ESG issues into investment analysis and decision making was ranked the most difficult to implement.
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«PRI Report on Progress 2008»

onValues releases detailed analysis of the Swiss sustainable investment market

The market for sustainable investments in Switzerland continued its strong growth in 2007 according to research by onValues. In spite of financial market turbulence, the total market volume increased by 67% in the period between end of 2006 and end of 2007 reaching a volume of CHF 30 billion (CHF 34 billion if also assets managed in Switzerland on behalf of foreign clients and subsidiaries are included). Assets managed in sustainable funds and other collective vehicles grew 92% in the same period, while the total Swiss fund market saw its volume decrease by 1%.

In a separate survey, the Swiss market for sustainable theme investments was assessed in detail for the first time. Assets under management for the three most important themes (climate change, renewable energy / energy efficiency and sustainable water) amounted to CHF 21.7 billion per end of 2007, of which CHF 9.7 billion included an analysis of the environmental, social and governance performance of holdings in addition to selecting companies on the basis of their theme exposure. The strong growth of investments in the still relatively young climate change theme is particularly notable.

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«Sustainable investments in Switzerland 2007»

Investing in timberland

onValues has recently assessed investment opportunities in sustainable timberland on behalf of its clients. Some of our thoughts and conclusions are summarised in an article in the April 2008 edition of Global Pensions magazine. Ivo Knoepfel of onValues points out that investment managers and investors will have to look more closely at environmental and social issues related to timber production in the future, given that investments are increasingly taking place in emerging and developing countries. Environmental and social certification schemes support investment decisions, but their growing number and quality poses a challenge.

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«Blossoming interest in timber»

News

  • The role of academia in strengthening impact investing

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  • Helping clients reduce their carbon footprints in real estate

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  • IPCC’s latest report – a wake-up call

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  • Ivo Knoepfel joins the board of Global Footprint Network

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  • It’s time for our economic system to acknowledge interdependence

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  • onValues endorses Club of Rome call to action

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  • Learning from the corona crisis and staying the course on climate change

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  • Can investments contribute to protecting biodiversity?

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  • Switzerland on the move!

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  • A total portfolio approach for promoting peace (SDG 16)

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