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SDG investing: towards a sustainable future

Our Sustainable funds help you to reconcile returns and investments in companies with social benefits. We focus on companies committed to at least one UN Sustainable Development Goal (UN SDG) (investments in SDG securities).

Your advantages when investing in SDG securities

17 goals – from alleviating poverty to protecting the marine world

Investments in companies that, according to the UN, are expected to generate 12 trillion US dollars in GDP by 2030

Education, renewable energy, networking and/or other important sustainability areas

17 goals – from alleviating poverty to protecting the marine world

Education, renewable energy, networking and/or other important sustainability areas

Investments in companies that, according to the UN, are expected to generate 12 trillion US dollars in GDP by 2030

Your benefit from investing in SDG securities

  1. You are at the forefront on the journey towards more sustainability.
  2. You align yourself with the 2-degree or 1.5-degree target of the Paris Agreement.
  3. You invest in positive solutions for the environment and society according to the 17 UN Sustainable Development Goals.

SDG securities: how we choose companies

Companies committed to the UN Sustainable Development Goals can benefit from attractive growth opportunities and competitive advantages. According to the UN, they are expected to generate 12 trillion US dollars in GDP by 2030 and create 380 million new jobs by then. With the SDG analysis we use to invest in SDG securities, we discover companies that are still undervalued in the market. As the first step, we exclude all companies that violate an exclusion criterion. In the second step, we evaluate the influence on sustainability topics according to the UN's Sustainable Development Goals (UN SDGs) and filter for companies with a positive effect using our proprietary SDG framework, which links products and services to relevant sustainability goals (SDG leaders). Green bonds, social bonds or sustainable bonds are also possible. In the third step, we analyse these companies in a thorough, substantiated manner. Only companies that pass all three tests are included as SDG leaders in our Sustainable investment universe. Because the market still offers too little choice for a broadly diversified portfolio of SDG securities despite strong growth, we supplement our Sustainable investment universe with companies with an above-average ESG score (ESG leaders).

SDG investments: how we select countries

We also analyse states and SSAs (Sovereigns, Supranationals and Agencies) according to SDG and ESG criteria and invest in green bonds, social bonds or sustainable bonds (SDG leaders). Green bonds finance, for example, solar and wind power plants, other renewable energies, sustainable waste and water management or climate-efficient buildings and transport solutions. Social bonds are used to finance access to education, health, financial services, drinking water or low-cost housing, for example. Sustainable bonds finance activities to reduce negative effects on the environment as well as on society. Because the market for these bonds still offers too little choice for a broadly diversified portfolio despite strong growth, we supplement our Sustainable investment universe with countries that are among the best third of all countries according to our ESG score (ESG leaders).

Our sustainability areas

As a sustainability pioneer, we defined six investment areas back in 2008. After the adoption of the 17 UN Sustainable Development Goals (UN SDGs) in 2015, we assigned them to our investment areas as follows:

Energy

Renewable energy and energy efficiency

Mobility

Public transport and private transport

Resources

Clean water and resource efficiency

Health

Access to basic care and health promotion

Finance

Access to financial services and financial infrastructure

Knowledge

Access to education and networking

The United Nations' Sustainable Development Goals

The 17 Sustainable Development Goals (SDGs) are the core of Agenda 2030. They combine economic, social and environmental aspects and bring together poverty reduction and sustainable development for the first time. The goals are to be achieved worldwide by 2030. All UN member states, including Switzerland, are required to implement these goals at the national level. With the Sustainable Development Goals, the UN also aims to create incentives for non-state actors to play their part.

The 17 Sustainable Development Goals in detail

Ending poverty       in all its forms and worldwide
Ending hunger with greater food security, better nutrition and sustainable agriculture
Ensuring good health and enabling healthy and liveable lives for all people of all ages worldwide
Enabling education that is inclusive and high-quality, respects equal opportunities and promotes lifelong learning opportunities for all
Promoting equality and empowering all women and girls to lead self-determined lives
Providing access to water and enabling the availability and sustainable management of water and sanitation
Supplying clean energy and securing affordable access for all
Creating decent work based on sustainable economic growth
Building industry and infrastructure and promoting inclusive and sustainable industrialisation and innovation
Reducing inequality between all countries
Making cities and communities sustainable and making them inclusive, safe and resilient
Promoting responsible consumption and ensuring sustainable production
Implementing climate protection and taking urgent action to combat climate change and its effects
Protecting habitats under water Conserving and sustainably using the oceans, seas and marine resources
Protecting life on land Restoring land ecosystems and promoting their sustainable use, sustainably managing forests, ending and reversing desertification and land degradation, as well as biodiversity loss
Creating peace Facilitating peaceful and inclusive societies, providing access to justice for all, and creating effective, accountable and inclusive institutions
Building partnerships and strengthening their means of implementation worldwide

Brochures on the topic

Sustainable – On the path to a sustainable future

Application of exclusion criteria