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    Zuger Kantonalbank

    Wir begleiten Sie im Leben.


    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.

    Publications

    Strong arguments in favour of responsible investments

    The ESG concept in the investment business of Zuger Kantonalbank describes the key aspects in relation to its responsible investments. It explains the investment principles as well as the concepts and processes based on which ESG criteria are systematically incorporated into investment decisions.

    ESG concept in the investment business (PDF/192KB)

    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/158KB)

    “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

    ESG preferences

    Establishing our clients’ ESG preferences in line with the Swiss Bankers Association’s binding guidelines enables us to ensure that the investment decisions meet the clients’ ESG needs and are taken into account when making investment choices.

    Whereas all four profiles can be implemented in portfolio-based investment advisory services and for individual asset management mandates, for standardised asset management mandates and the fund savings plan we offer only some of the profiles according to the following overview, for conceptual reasons.

    No consideration of ESG factors
    Neutral
    Consideration of ESG factors
    Consideration of ESG and climate factors
    Portfolio-based investment advisory services
    Individual asset management mandates
    Standardised asset management mandates
    Fund savings plan
    ESG preferences (PDF/161KB) ESG risks (PDF/103KB)

    Our sustainability vision

    As the leading bank in the region, we bear great responsibility for the economy, society and the environment in our market area.

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    Zufriedenes Paar
    Zufriedenes Paar

    Investment products

    We offer you a wide range of investment options, and the number of investment products depends on your investor profile, What’s more, you benefit from access to the research expertise of our large network of partners.

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    Publications

    Memberships and initiatives

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

    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.

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    Stadt Zug
    Stadt Zug

    «We believe in fast decisions and long-term relationships.»

    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