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 (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):
At the Group level, the exclusion policy systematically applies to the three below-mentioned activities that are commonly known to generate adverse impacts on the environment and society.
|Controversial Weapons||Companies involved in the research, development and manufacture of controversial weapons (i.e. the production and trade of weapons that cause damage and suffering and are subject to international conventions and embargoes)|
|Tobacco||Companies directly involved in the tobacco industry's production, accounting for more of 5% of revenues|
|Thermal Coal||Companies deriving more than 10% of their revenues from thermal coal mining|
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.).
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.
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.