Swiss Sustainable Funds Award 2020

due to the current covid-19 situation, the official award ceremony took place virtually on 9 june 2020.


While sustainable labelled funds account for only 3.7% of all funds distributed in Switzerland in 2019, they account for 10% of total inflows. And, over the last ten years, the number of funds available has tripled.


view the video of the ceremony

SSFA WINNERS 2020

BEST ASSET MANAGEMENT COMPANY

BEST SWISS ASSET MANAGEMENT COMPANY

EQUITIES CatEgorY

WORLD EQUITIES

DPAM INVEST B Equities World Sustainable A

SWISS EQUITIES

GAM Swiss Sustainable Companies D

EUROPEAN EQUITIES

DPAM INVEST B Equities Europe Sustainable B

EMERGING MARKETS EQUITIES

Nordea 1 – Emerging Stars Equity BI EUR

THEMATIC EQUITIES

Luxembourg Selection Fd – Active Solar A EUR

BONDS CATEGORY

AGGREGATE BONDS

NN (L) Green Bond I Cap EUR

CORPORATE BONDS

Allianz Euro Credit SRI – W – EUR

List OF THE NominEEs

EQUITIES CATEGORY

WORLD EQUITIES

  • DPAM INVEST B Equities World Sustainable A
  • LO Funds – Generation Global (USD) I A
  • RobecoSAM Global Gender Equality Impact Equities C
  • RobecoSAM Sustainable Healthy Living Fund C
  • Schroder ISF Global Sustainable Gro C Acc

SWISS EQUITIES

  • Cadmos – Swiss Engagement B
  • GAM Swiss Sustainable Companies D
  • Swisscanto (CH) EF SMC Switzerland (I) AA CHF
  • Synchrony Small & Mid Caps CH A
  • Vontobel Fund (CH)-Ethos Eq Swiss Mid & Small A

EUROPEAN EQUITIES

  • Candriam SRI Equity Europe I EUR C
  • Comgest Growth Europe Smaller Companies EUR Acc
  • DPAM INVEST B Equities Europe Sustainable B
  • Echiquier Positive Impact Europe A
  • Generali IS – SRI Ageing Population AY

EMERGING MARKET EQUITIES

  • BMO Responsible Global Emerging Mkt Eq A Inc USD
  • Nordea 1 – Emerging Stars Equity BI EUR
  • OekoWorld Growing Markets 2.0 D
  • RBC Funds (Lux) Emerging Markets Equity O USD C
  • Vontobel Fund mtx Sust Emerging Mkts Leaders I

THEMATIC EQUITIES

  • EIC Renewable Energy Fund EUR A
  • Luxembourg Selection Fd – Active Solar A EUR
  • OekoWorld Klima C
  • Pictet – Global Environmental Opportunities-I USD
  • RobecoSAM Smart Energy Fund B

BONDS CATEGORY

AGGREGATE BONDS

  • Allianz Green Bond – W – EUR
  • Amundi RI – Green Bonds I (C)
  • JSS Sustainable Bond EUR P EUR dist
  • Mirova Euro Green and Sustainable Bond Fund MDE
  • NN (L) Green Bond I Cap EUR

CORPORATE BONDS

  • Allianz Euro Credit SRI – W – EUR
  • DWS Invest ESG Global Corporate Bonds ID
  • Kempen (Lux) Euro Sustainable Credit Fund J
  • Oddo BHF Euro Corporate Bond CI-EUR
  • Robeco Global Credits IH EUR

An award for the best sustainable funds

To support this development, the Geneva Forum for Sustainable Investment, the major event in the sustainable investment industry with the participation of over 500 management professionals each year, and the Zurich Forum for Sustainable Investment, has decided to create the Swiss Sustainable Funds Awards.

nine diffErent catEgories

These awards will be presented to the winners of the nine different categories with special prizes awarded to the best asset management company as well as the best Swiss-based asset management company.

Funds and management companies are selected by an independent jury whose task is to assess their performance on both qualitative and quantitative criteria. The jury is made up of representatives of the industry players, pension funds, fund selectors, family office and third-party managers, independent advisors and academia.

The aim of the Swiss Sustainable Funds Awards is to establish a benchmark and ranking acknowledged and recognised by the financial community. This certification facilitates the adoption of sustainable investment products and supports the business development of industry players.

After Geneva in 2019, the Awards ceremony took place virtually on June 9 2020.

DATA PROVIDERS

Conser’s proprietary database lists a full range of investment solutions and products that have a positive impact on all types of asset classes. The CSR analysis process is twofold, qualitative and quantitative.

Qualitative analysis evaluates the investment process. As a result, each fund is ranked and rated according to its sustainability objectives. The evaluation takes into account the sustainable investment process, the quality of the management team and the history of the portfolio. The analysis is based on publicly available responsible investment reports, including commitment and voting reports, Eurosif transparency guidelines, as well as on individual visits to managers.

The quantitative assessment verifies the CSR compliance of the subjacent portfolio. Securities will be evaluated using the Conser ESG consensus® tool, which provides information on the overall CSR quality of the portfolio, potential exposure to major controversies and the measurement of positive impacts.

Founded in 2017 by three investment professionals, Anglo-Swiss Advisors is an advisory firm specialized in the selection of fund managers and investment strategies for private banks, family offices and institutional clients.

Using a proprietary quantitative approach combined with qualitative analysis criteria, Anglo-Swiss aims to identify the best fund managers to meet the specific needs of each client. Anglo-Swiss Advisors helps its clients create white label products, find appropriate strategies or adapt existing strategies to complement their current product range.

participation rules

Swiss Sustainable Funds Awards – Participation rules

Jury

René Sieber

Chairman of the jury – Adjunct Professor, Geneva Finance Research Institute, University of Geneva

×

René Sieber

Chairman of the jury – Adjunct Professor, Geneva Finance Research Institute, University of Geneva

René Sieber holds a Ph.D. in Economic and Social Sciences from Geneva University. He was a Visiting Scholar at the Department of Economics of the Massachusetts Institute of Technology (MIT), Cambridge, USA.

René Sieber has an experience of more than 30 years in the field of asset management. He has been a founding member and managing director of Dynagest SA, a Geneva based Swiss Asset Management Company that featured during several years among the European Top 400 Asset Managers*. Head of quantitative portfolio insurance investments, he was also supervising fixed income management and research.

For more than 30 years René Sieber has lectured in finance at University of Geneva where he also co-heads the new DAS in Asset Management. He has been appointed adjunct professor in 2019. Since 1991, he has also taught on fixed income investing at the Swiss Training Centre for Investment Professionals (AZEK).

Among his other mandates, since 2002, René Sieber has been a Director of Ethos Services SA, the operating company of Ethos, Swiss Foundation for Sustainable Development, which has been promoting socially responsible investment (SRI) since 1997. He chairs its Asset Management Committee.

*Ranking established by the reference magazine Investment and Pensions Europe (IPE).

Personal page : https://www.renesieber.ch/index.php/en/

Stéphanie de Mestral

Member of the jury – Senior Vice President, De Pury Pictet Turrettini & Cie

×

Stéphanie de Mestral

Member of the jury – Senior Vice President, De Pury Pictet Turrettini & Cie

Stéphanie de Mestral joined de Pury Pictet Turrettini & Cie in 2014. She was previously in charge of key clients in the private banking division at BNP Paribas. She started her professional career at Morgan Stanley in New York, London and Zurich and, thereafter, was involved in institutional asset management at Lombard Odier in Geneva.

Stéphanie is a CFA charterholder and a member of the Swiss CFA Institute. She holds a master in economics from the University of St. Gallen, Switzerland and a master in international management from CEMS/University Luigi Bocconi, Milan. She is a US Stock Broker License (Series 7), New York and a SFA General Representative, London. Since 2019, she holds a Certificate in Advanced Studies in impact finance/investment ODDs from the Graduate Institute of International and Development Studies in Geneva.

Suzanna Gobet

Member of the jury – Co-Head of Wealth Management Geneva, Bedrock S.A

×

Suzanna Gobet

Member of the jury – Co-Head of Wealth Management Geneva, Bedrock S.A

Suzanna Gobet joined Bedrock S.A in 2005 as a portfolio manager and is now co-head of the wealth management department in Geneva. Previously, she worked at Blue Orchard as a business analyst and was involved in institutional asset management at Lombard Odier, both in Geneva. Suzanna has also participated in various projects at the World Bank and UNICEF.

Suzanna holds a master’s degree in economics from Geneva University. She is currently pursuing the STEP Diploma in International Trust Management; (Trust & Estate Practitioner TEP).

Joerg Grossmann

Member of the jury – Global Head of Products and Strategic Alliances, Allfunds

×

Joerg Grossmann

Member of the jury – Global Head of Products and Strategic Alliances, Allfunds

Joerg Grossmann is a member of the Executive Committee of Allfunds with global responsibility for Products and Strategic Alliances. Before joining Allfunds, Joerg was CEO of Credit Suisse InvestLab AG which included global responsibility for fund selection. In prior roles at Credit Suisse he assumed responsibility for product, sales and pricing strategies. Prior to Credit Suisse, Joerg worked for 2 years at UBS and for 8 years at The Boston Consulting Group as a strategy consultant. Joerg holds a Master Degree in Physics and a Master Degree in International Management.

Frank Juliano

Member of the jury – Head of Asset Management and member of the Executive Committee, Compenswiss

×

Frank Juliano

Member of the jury – Head of Asset Management and member of the Executive Committee, Compenswiss

Frank Juliano began his career in 1994 at UBS, with assignments in Geneva as well as in New York. In 1998, he joined Syz Bank to build up and run the portfolio management department. In 2000, he moved to Lombard Odier as Senior Advisor, then focused on alternative investments. In 2006, he was taken on by Merrill Lynch to oversee the bank’s alternative investments, creating model portfolios and managing alternative mandates. Eventually he became Head of Portfolio Management and joined the bank’s Executive Committee, as well as the staff pension fund’s Board of Trustees. In 2012, Frank joined compenswiss, the Swiss Federal Social Security Funds (AuM CHF 37bn), as Head of Asset Management and member of the Executive Board.

Frank has a Master of Advanced Studies in Econometrics and Statistics from the University of Geneva. He also received the diploma from the Swiss Financial Analysts Association and was awarded best candidate in 1997. He remains today a member of the Examination Commission for this internationally recognized diploma. Since 2016 he is also a Board Member of the Swiss Association for Responsible Investments.

Mirjam Staub-Bisang

Member of the jury – Managing Director, Country Head, BlackRock Switzerland

×

Mirjam Staub-Bisang

Member of the jury – Managing Director, Country Head, BlackRock Switzerland

Mirjam Staub-Bisang, Managing Director, is Country Head of BlackRock Switzerland and a member of the EMEA Executive Committee as well as a Senior Advisor to BlackRock Sustainable Investing (BSI).

Prior to BlackRock, Mirjam was CEO and co-founder of Independent Capital Group AG an investment management firm focusing on sustainable investing based in Zurich. Mirjam also served as a non-executive director on the boards of several public and private companies and was chairwoman and member of the investment committees of several institutional investors such as pension funds and endowments. Prior to these roles she held senior positions in asset management and private equity at Commerzbank, Swiss Life, Quadrant and Merrill Lynch in London and Zurich.

Today She serves on the board of INSEAD and Bata as a non-executive director.
Mirjam holds a PhD in Law from the University of Zurich and an MBA from INSEAD. She authored the standard work „Sustainable Investing for Institutional Investors” (NZZ 2011), ”Sustainable Investing for Institutional Investors: Risks, Regulations, Strategies“” (Wiley 2012) and co-authored the second edition of “Infrastructure as an Asset Class” (Wiley 2016).

In 2009 she was nominated a Young Global Leader of the World Economic Forum.

potential conflicts of interest

Swiss Sustainable Funds Awards – Potential conflicts of interest

Sponsoring

Swiss Sustainable Funds Awards – Sponsoring

ssfa in the media

with the support of

Contacts

events@swiss-sfa.ch
Tel. +41 22 591 22 66

Your interlocutors