Ethos opens all of its funds to retail investors

Ethos has received approval from FINMA to open all of its investment funds to all investor categories. From now on, retail investors can subscribe to these funds at the same conditions as qualified investors. Ethos proposes to all investors investment solutions resulting from 20 years’ experience in socially responsible investment (SRI) and that combine best practices in this field.

Ethos celebrates its 20th anniversary and publishes 8 principles for socially responsible investing

Ethos celebrates today its 20th anniversary. On this occasion, an event took place on the topic "As investors we are building the world of tomorrow". This topic was already the central theme of the first annual report of Ethos in 1997. Several personalities spoke in the course of the day, in particular, Federal Council member Simonetta Sommaruga, Novartis Chairman Joerg Reinhardt, Council of State Karin Keller-Sutter and Mr. Luc Recordon, former Council of State. In parallel, for its 20th anniversary, Ethos publishes its 8 principles for socially responsible investment.

Ethos launches the first Swiss stock exchange index dedicated to corporate governance

In the follow-up to its 20th anniversary, the Ethos Foundation launches a new stock exchange index dedicated to corporate governance at Swiss companies. In collaboration with the Swiss Stock Exchange (SIX Swiss Exchange), Ethos publishes the "Ethos Swiss Corporate Governance Index" (ESCGI) which takes into account the main corporate governance best practice criteria in order to define the weight of the different constituents. This is the first index of this type on the Swiss stock market. The index allows investors to reduce the weight of companies that entail a corporate governance risk.

Ethos launches a low carbon intensity fund

Ethos launches a low carbon intensity world equities fund. Parallel to this, Ethos is joining the Montreal Carbon Pledge, a group of international investors that pledge to publish the carbon emissions of a part or of all their portfolios. On the eve of the Paris climate summit (COP 21) Ethos as a responsible investor contributes to reduce greenhouse gas emissions.

The « Ethos Equities Swiss Mid & Small » investment fund is now open to retail investors

The «Ethos Equities Swiss Mid & Small» investment fund is now open to all categories of investors. Retail investors can subscribe to this fund at the same conditions as qualified investors. This equity fund allows investors to finance small and mid-sized listed companies thereby contributing to promoting the industrial sector, innovation and job creation in Switzerland.

Ethos Appointed as Engagement Partner of Bank Pictet Environmental Fund

Ethos has been selected by Pictet Funds to provide sustainability advice to its newly launched theme fund, “Pictet-Environmental Megatrend Selection”. Specifically, Ethos will engage in dialogue with selected investee companies, to convince them to improve their environmental, social and governance practices.

European SRI Market Exceeds CHF 1.6 trillion

A recent study published by Eurosif, the European Social Investment Forum, estimates the broad European market for socially responsible investment (SRI) to be over 1.6 trillion CHF which represents a growth of 106% over the past 3 years. Eurosif estimates this to represent as much as 10-15% of the total European funds under management. The study highlights the scale and progress of European SRI across nine countries, including Switzerland where asset managers were among the first to offer SRI and which can today be considered one of the leading countries for SRI in Europe.
 

Fonds de Réserve pour les Retraites (France): Pictet-Ethos investment process selected

Pictet Asset Management has been selected for one of 5 management mandates in Sustainable European Equities to be awarded by the Fonds de Réserve pour les Retraites (FFR). The investment process applied for this mandate was developed jointly by Ethos and Pictet Asset Management as part of their new partnership initiated in the fall of 2005. Ethos is advisor to Pictet with regard to environmental and social analyses and the exercise of shareholder voting rights.
 

Closure of the Investment Fund Ethosfund

La société de direction du fonds de placement ethosfund, Lombard Odier Darier Hentsch Fund Manager SA a décidé de fermer ethosfund. Cette décision s'inscrit dans le cadre d'une réorganisation de la gamme des fonds du groupe Lombard Odier Darier Hentsch (LODH).

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