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).

Socially responsible investments: Ethos and Pictet to develop new partnership

The Ethos Foundation and Pictet Asset Management, the institutional-asset-management arm of Pictet & Cie Bank, have decided to embark on a new partnership for socially responsible investments by pooling their specific skills in this area. As a result of this link-up, the two partners will be managing more than CHF 1.5 billion with a joint approach based on the concept of sustainable development.

New UK report urges pension funds to address climate risk

The Institutional Investors Group on Climate Change (IIGCC), a collaboration between pension funds and other institutional investors representing £1,000 billion in assets, together with the Carbon Trust, a UK-government-funded body that helps companies cut harmful emissions, mandated Mercer Investment Consulting to prepare a guide for pension funds on tackling climate change risk. The final report, called “A Climate for Change: A Trustee’s Guide to Understanding and Addressing Climate Risk” , was published on August 8th, 2005.

Baloise Insurance Enters the Portfolio

In the wake of the attacks on September 11, we increased the Fund's exposure to the Swiss insurance industry, with Baloise Insurance joining Zurich Financial Services and Swiss Re. The Basel-based company has clearly-defined strategic principles and does not operate in the United States.

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