Skip to main content


Wealth Management

Your Wealth is not just numbers. Your wealth tells your story, values, hopes and vision for the future. Our mission is to spend time with you to listen and understand that vision, then create actionable strategies for your assets.

Sustainable and Responsible Investing

Sustainable and Responsible Investing

How we integrate ESG in our investment solutions

Sustainable and responsible investing (SRI) is a major feature of Mirabaud Group’s Corporate Social Responsibility (CSR), which relies on four distinct pillars:


To achieve Mirabaud Group’s economic responsibility goal of offering a comprehensive range of responsible and sustainable products and services, at Mirabaud Wealth Management, we aim to deliver high quality products and services that integrate ESG considerations. The management of ESG risks, as well as the promotion of ESG topics, are key drivers of our global SRI approach.

As explained in our Sustainable and Responsible Investing Policy, reflecting a pragmatic investment philosophy, our global ESG approach is based on both exclusion (negative screening) and inclusion (positive screening):

  • While we favour inclusion rather than exclusion, it is our view that exclusion is a necessary step when it comes to tackling particularly non-sustainable areas. Our exclusion policy aims at systematically excluding from investment four activities that are considered extremely negative in terms of sustainable impacts. In this regard, the exclusion policy constitutes our main due diligence tool to manage ESG risks.
  • For clients who are interested in investing in a responsible and sustainable manner, we offer investment solutions that fully integrate ESG considerations. By discussing with our clients, we are equipped to provide them a selection of different ESG investment solutions that best fit their expectations, values and ESG beliefs. This selection of ESG products is purely optional and tailored to our clients’ specific needs (bespoke approach).

Sustainable and Responsible Investing

Negative screening - exclusion to avoid adverse sustainability impacts

At the Group level, the exclusion policy systematically applies to the four below-mentioned activities that are commonly known to generate adverse impacts on the environment and society. 


ActivitiesExclusion Criteria
Controversial WeaponsCompanies directly involved in controversial weapons regardless of the level of revenue generated from such activities
TobaccoCompanies generating more than 5% of revenues from tobacco activities
Thermal CoalCompanies generating more than 5% of revenues from thermal coal mining activities
Adult EntertainmentCompanies generating more than 5% of revenues from adult entertainment production


In coordination with the Group’s two other entities, we establish a list of securities that correspond to these exclusion criteria. These securities cannot be invested within any discretionary mandate, or proposed to advisory mandates. This list is periodically reviewed.

We make sure that the equities and corporate bonds we recommend fully meet these standards.

Along with the systematic implementation of these exclusion criteria, other types of commercial activities may be excluded upon a client’s request. At Mirabaud Wealth Management, in discussion with our clients, we identify and exclude from portfolios companies and sectors that do not correspond to their values and convictions (e.g. fossil fuel production, production of armaments or defence products and services, alcohol production, animal testing, meat production, etc.). 

Sustainable and Responsible Investing

Positive screening – integration of ESG considerations

We have developed a broad offer of ESG products, in different asset classes, to respond to clients’ demand for responsible and sustainable investment solutions. Such products are selected when clients express interest in a sustainable mandate. 

  • ESG Equities: all equities we recommend undergo an ESG analysis (key information on material ESG risks and the company’s ESG management).
  • ESG Corporate Bonds: bond issuers in some sensitive sectors are subject to an internal analysis (key information on material ESG risks and the company’s ESG management).
  • Funds and ETFs: we offer a broad selection of thematic, as well as active and passive funds exposed to different sustainability trends and themes.
  • Thematic baskets: we offer thematic static or dynamic baskets with ESG features.

For all these different products, when analysing securities or selecting ESG funds, we systematically look into ESG risks that are deemed material from a sustainability perspective. Through positive screening, our objective is to advance sustainability, in its many forms, in the economy and the wider society. 

Contact us

Meet our experts

Wealth management

Catherine REICHLIN

Head of Financial Research

Asset management


Head of Sustainable and Responsible Investing

The View

Discover our latest insights

Every day, our experts deliver fresh insights on trending topics, sectors and markets to help you stay ahead of the curve.


Sustainable and Responsible Investing

Real Estate: the Great Revolution

Olivier SEUX
Ignacio ALONSO
Choose your language