Discretionary mandate
A great many individual and pension-fund clients have chosen ISR management. In September 2008, some EUR 5 trillion* were managed worldwide according to a socially responsible approach. Those investors feel that integrating environmental, social and governance factors into their choices of investments, in addition to conventional financial analysis, provides undoubted long-term added value and better portfolio performances.
De Pury Pictet Turrettini & Cie was a pioneer in the Environment, Social and Governance (ESG) theme, which is why we can offer our individual and institutional clients a sustainable discretionary mandate which:
- provides the same asset-class diversification as conventional portfolios
- is subject to the usual financial-analysis and risk management criteria
- also integrates all of the major strategic environmental, social management and corporate governance risks
- meets all of the strict requirements on investing that generate a social and environmental impact.
In Switzerland, socially responsible investment (SRI) involved around CHF 32 billion” at the end of 2007, and has been growing ever since, stimulated by:
- institutional investors, for which responsible investment has also become a matter of risk management, especially with regard to climate change but also to reputation and corporate governance risk;
- the growing interest of individual investors, particularly those with substantial wealth;
- NGO and media pressure.
*Source: European SRI Study 2008 - Eurosif