Our latest PRI Assessment and a long-standing commitment to responsible investment

In 2008, when the UN-supported Principles for Responsible Investment (PRI) community was still limited to a relatively small group of pioneering institutions, de Pury Pictet Turrettini (PPT) chose to join this emerging initiative.

The PRI encourages the integration of sustainability-related factors into investment practice. By becoming signatories, asset owners and asset managers would commit to a set of six voluntary principles, including:

• Integrating sustainability issues into investment analysis and decision-making.
• Being active owners.
• Promoting transparency on their responsible investment activities.

The objective is to help signatories manage long-term risks and opportunities more responsibly, in the interests of their clients and beneficiaries. Since then, the PRI has grown into the leading global network of responsible investors, with over five thousand signatories worldwide.

For PPT, this early commitment was not a marketing decision but a natural extension of our long-term Buy & Care® investment philosophy, built on fundamental analysis and stewardship. We manage our portfolios with a core objective: to improve our clients’ returns while keeping risk under control.

Our 2025 PRI Assessment Report at a glance

In the most recent PRI Assessment Report (reporting on our 2024 activities), PPT obtained four-star scores (i.e. between 65% and 90%) in the 8 core areas that correspond to our main investment activities. Most relevant to our core business are the 2 categories “Policy, Governance and Strategy” and “Direct – Listed Equity – Active”.

Across these key modules, our numerical scores are generally above the PRI median, reflecting both the breadth of our responsible investment policy and the depth of its implementation in day-to-day investment decisions.

Compared with the previous assessment cycle, our module scores have improved in absolute terms and relative to peers, most visibly in Direct – Listed Equity – Active Fundamental, where our score has risen from around 70% to more than 80%.

Strengthening stewardship and external fund selection

Over the past year, we have clarified and documented our engagement strategy, broadened it to all our funds, and improved how we measure and report the outcomes of engagement. This has translated into higher scores in the relevant “Indirect – Listed Equity – Active” and “Indirect – Fixed Income – Active” modules.

Among the initiatives that reflect this strengthened stewardship, we have launched the innovative Swiss Positive Gold strategy, which aims to support more sustainable livelihoods and improved environmental practices in artisanal and small-scale gold mining.

Our long-standing Buy & Care® approach – which combines long-term ownership with active dialogue and monitoring – now also guides the selection and ongoing review of external funds. This extension of our philosophy to third-party managers has contributed to the improvement of our indirect PRI scores.

Areas for further progress

We see these results not as an endpoint but as a roadmap. In the coming years, we intend to continue extending our policies, engagement practices and monitoring tools to these asset classes, in line with our overall investment philosophy.

In keeping with the PRI’s publication guidelines, we are making available the full Summary Scorecard from our 2025 PRI Assessment Report, alongside our PRI Transparency Report, so that clients and stakeholders can see our scores for all modules in their entirety and in context.

The PRI assessment is based on information that signatories self-report to the PRI and is not an audit or an investment recommendation. It remains, however, an important external benchmark. For a firm of our size, being recognised with strong scores in the key modules that reflect our main activities is an encouragement to pursue, with the same seriousness, a form of investment that seeks both financial performance and responsibility towards society and future generations.