Swisscanto Asset Management Ltd
General Asset Manager
Paul Winiger Head Marketing Institutional Clients
T: +41 58 344 49 53
Roman Mueller Senior Marketing Manager
T: +41 58 344 49 65
Corporate Overview
Swisscanto is an acknowledged specialist in institutional asset management. Private and institutional customers benefit equally from the investment specialists’ first-class qualifications and many years of professional experience:
- in the case of the Swisscanto investment funds,
- in the case of the collective assets of the Swisscanto Investment Foundation, and
- in the case of the asset management mandates for institutional investors.
Swisscanto’s portfolio management is based on the latest findings of modern portfolio theory; here, particular importance is attached to controlling and steering investment risks.
For years, Swisscanto has been positioning itself successfully by means of the risk premium approach for bonds assets and the style investing approach for equities assets. The starting point for investment decisions are relative assessments: Swisscanto’s portfolio managers look actively for investment opportunities on the market with which they achieve above-average earnings adjusted for risks for clients.
Responsible Investment Principles and Strategy
negative SRI-screening:
Product: Swisscanto Equity Green Invest
Strict exclusion criteria are the first important hurdle that a company must clear before admission to the investment universe. These criteria have been drawn up in close cooperation with the WWF and the Environmental and Social Advisory Council, and any adjustment to take account of recent developments is made in consultation with these two bodies. The primary commercial activities excluded by the fund are those associated with the greatest ecological and social problems and risks around the world. The key principle is that investments are not made in those companies or sectors which, owing to their operations, represent the start of a critical problem chain.
positive SRI-screening:
Product: Swisscanto Equity Climate Invest
The Climate Invest expands the existing sustainability range. The topic “climate change” is at the centre of the fund. Investments are placed in companies making a contribution towards reducing the climate change or its consequences (Climate Stars). At the beginning, the main focus within the field of “climate change“ will lie mainly on the two topics “renewable energies” and “water” (water efficiency, water suppliers).
positive SRI-screening:
Product: Swisscanto Equity Water Invest
Identification of companies across the world which predominantly operate in the water sector or which are leading in a key water technology.
Legal Disclaimer
This document has been compiled by Swisscanto Asset Management Ltd. with the greatest care. The information comes from reliable sources. Despite professional procedure, Swisscanto Asset Management Ltd. cannot guarantee the correctness, completeness, as well as the up-to-date relevance of the details. Figures on the performance relate to the past and must not be understood as a guarantee for the future development. This information shall only be an offer in so far as it is expressly designated as such. This document may neither be duplicated, except for internal purposes, nor may copies of it be distributed without the authorisation of Swisscanto Asset Management Ltd.