Sustainable and Responsible Investing
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.
At Mirabaud, we believe responsible investing has a positive and lasting impact on financial performance.
How we integrate ESG in our investment solutions?
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).
For discretionary Clients, we have two dedicated investment strategies: MIRABAUD ESG Leaders Strategy and MIRABAUD Signature ESG Strategy.
Sustainable and responsible investing (SRI) is a major feature of Mirabaud Group’s CSR, which relies on four distinct pillars:
an economic responsibility towards clients and business partners,
a social responsibility towards the Group’s employees,
as well as societal responsibility for communities and the wider society.
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.
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.
| Activities | Exclusion Criteria |
|---|---|
| Controversial Weapons | Companies directly involved in controversial weapons regardless of the level of revenue generated from such activities |
| Tobacco | Companies generating more than 5% of revenues from tobacco activities |
| Thermal Coal | Companies generating more than 5% of revenues from thermal coal mining activities |
| Adult Entertainment | Companies generating more than 5% of revenues from adult entertainment production |
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.).
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.
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