J. Safra Sarasin Investment Foundation (SAST) – Investment Group Sustainable Swiss Equities
Swiss stocks are suitable for investors with a medium- to long-term investment horizon. Moreover, the investment is designed for investors that place importance on a sustainability performance.
This investment group invests in the shares of listed Swiss companies. Equity investments are selected using a combination of sustainability and financial analysis. The investment process helps, on the one hand, to identify firms that benefit from ESG* opportunities and, on the other hand, to rule out firms that do not have their ESG risks fully under control. The integration of sustainability criteria into the overall analysis facilitates a more comprehensive understanding of a company. The maximum overweight of a position relative to the benchmark should not exceed 5 percentage points.
*ESG = Environment, Social, Governance