Ethical Investing
Ethical Investing - Achieving Impact.
We aim to align our actions with clear ethical principles. This shapes how we interact with customers, partner companies, and our own employees. Our commitment to transparency in cost structures and to a clear, impact‑driven approach to sustainability stems directly from this foundational mindset.
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Our Values
Responsibility
We strive to act responsibly towards our customers, our employees, society and the environment. We carefully weigh up the effects of our actions and endeavour to make the best possible decisions in the interests of the common good and the environment.
Integrity
We protect the interests of our customers. We strengthen their trust and a long-term, reliable partnership through clear and honest communication.
Empathy
We attach great importance to understanding and responding to the needs and concerns of our customers and employees. We actively listen, want to understand our counterparts and treat them with appreciation.
Impact
Our investment decisions and solutions are designed to increase the overall benefit to society. Together with our clients, we strive to create a positive impact on people, communities, and the environment.
Development
The continuous development of our employees is important to us. We achieve high-quality results for our customers through a culture of appreciation, openness and individual support.
"We don't just increase wealth, we bring meaning to it – for you and for the world of tomorrow."
Jonas Steinmann
Member of the Executive Board
Sustainability
Sustainability means long-term viability in terms of the development of a successful economy, an inclusive society and the physical foundations of life on earth. Sustainability in this sense means future viability. An investment in securities can (and should) make valuable contributions to the sustainability of our economic activity.
We take seven key areas into account:
We exclude sectors and companies that do not fit in with our values - e.g. weapons, tobacco or the oil industry.
We favour companies that operate in an environmentally friendly manner, save energy and reduce emissions.
We pay attention to fair working conditions, human rights, avoidance of child labour and responsible supply chains.
Good corporate governance is important to us: transparent structures, independent supervision, fair remuneration.
We only invest in companies with a solid balance sheet, stable earnings and a sustainable business model.
We take momentum into account: companies that are developing positively are favoured.
We select companies that contribute to the UN Sustainable Development Goals and have a global impact.
Cooperation with the ethos Foundation
Responsible investing does not end with the purchase decision. Our partners at the ethos Foundation specialise in shareholder dialogue (engagement) and conduct it on our behalf - we were the first independent asset manager in Switzerland to enter into a partnership with ethos in the area of engagement.
"Engagement is a necessary tool for long-term investors who are guided by the concept of sustainable development. It aims to encourage companies to improve their environmental, social and governance practices."
To the Ethos Foundation website
Our Blog
How we implement sustainability
Impact Investments, Asset management & pension provision
Microfinance - comeback of an investment with impact
Impact Investments
What we do NOT invest in at Invethos.
Impact Investments, Asset management & pension provision