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    Perspektivenwechsel

    Responsible investment: an opportunity for a change of approach

    We are taking a new approach to investing. Because we are convinced that thinking and acting responsibly doesn’t stop short of the investment world. More and more people are keen to invest their money not only well and securely but also in a future-oriented way that adds value. New perspectives give rise to innovative ideas as to how people can create added value for the environment and stakeholder groups as well as for themselves. As the leading bank in the Zug region, we are committed to this.

    Strong arguments in favour of responsible investments

    How investing with ESG works

    What exactly is “responsible”? This has been interpreted in different ways. That’s why the ESG concept has become established in the investment business. In the video you’ll see what exactly we understand by this, and how the selection process for investment products works at ZugerKB.

    Exclusion criteria in the investment area

    We rule out investments that breach defined standards or values. In this way we proactively minimise risks that may arise via controversial transactions. We concentrate on those companies that are more resistant to long-term, sector-specific ESG risks.

    Our exclusion criteria distinguish between standards-based (internationally recognised norms and standards), value-based (business activities that are considered to be non-investable) and country-based (countries that breach international standards).

    Exclusion criteria in the investment area (PDF/180KB)

    “Humanity has the ability to make development sustainable to ensure that it meets the needs of the present without compromising the ability of future generations to meet their own needs.”

    Brundtland Report, 1987

    We will support you along the way to building up a responsible portfolio

    An investment strategy with components that meet the ESG criteria makes sense for you and for the environment. Companies that take ESG factors into account are often more resilient than those that don’t. They are prepared for the imminent risks and keep an eye on the opportunities that arise via ESG. But each customer is unique. We are aware of this. And this is why we offer you individual advice. We ensure that the investment strategy is tailored to you, your situation and your preferences. Find out more about our advisory services.

    A comparison of the investment solutions of ZugerKB

    Advisory

    ZugerKB Investment Advisory

    You take the investment decisions independently with the support of your advisor.

    Delegation

    ZugerKB Asset Management

    You choose the investment strategy. You leave implementation to us.

    Self-service

    ZugerKB E-Invest

    You settle your investment transactions independently, without our advice.

    Memberships and initiatives

    PRI-ESG
    SSF-ESG
    amas-ESG
    klimastiftung-ESG

    A horizon full of opportunities

    Your local partner with a global mindset – welcome to Private Banking.

    Further information

    Book appointment

    Do you have any questions about responsible investment? Please get in touch – we’ll be happy to discuss your individual situation in a non-binding consultation.

    Disclaimer: The information published on this ZugerKB website is for marketing purposes. Further legal information