Ethos supports the Workforce Disclosure Initiative requesting more workforce transparency

On April 30, 2020 the Workforce Disclosure Initiative (WDI) released its 2019 annual report. Coordinated by ShareAction and supported by more than 130 investors, including Ethos and the members of the Ethos Engagement Pool International, this initiative calls for greater transparency by listed companies regarding the management of workers in their direct operations and supply chains. An additional 28 of the targeted companies agreed to complete the WDI questionnaire in 2019 bringing the total number of responding companies to 118.

Ethos Engagement Pools: Publication of the 2019 activity reports

Ethos published the activity reports of the Ethos Engagement Pool Switzerland (EEP Switzerland) and the Ethos Engagement Pool International (EEP International), which expose Ethos' environmental, social and governance (ESG) dialogue activities. A summarised version is publicly available, while the detailed reports are only available to the members of the pools.

Investments: Ethos tightens its exclusion criteria

The board of Ethos Foundation has decided to amend the eight Socially Responsible Investment principles of Ethos. All companies that generate more than 5% of their turnover with unconventional oil and gas are now excluded from the investment universe. Companies that transport these energy sources by oil or gas pipeline are also excluded. This decision will have no impact on Ethos' funds as the concerned companies had insufficient ESG evaluation to be part of Ethos’ investment funds.

Ethos joins the European engagement network "Shareholders for Change"

The Ethos Foundation has joined the Shareholders for Change engagement network, which provides a collective engagement platform that allows smaller institutional investors dedicated to socially responsible investment to increase the impact of their engagement activities with European companies.

Corporate tax responsibility: Expectations of institutional investors

Ethos publishes an Engagement Paper that summarizes its five expectations regarding corporate tax responsibility of listed companies. Following recent cases of aggressive tax optimization practices of certain companies, institutional investors consider these practices to be major financial and reputational risks for companies and their shareholders

Ethos and the EEP International launch Engagement program with eight European electric utilities

Ethos and the members of the Ethos Engagement Pool International (EEP International) are launching a multi-year engagement program urging eight European electric utilities to develop ambitious climate strategies to facilitate the transition to a low-carbon economy. Several institutional investors across the globe have decided to support these efforts, in total the investor group represents approximately EUR 100 billion.

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