While sustainable funds represent only 3.7% of all funds distributed in Switzerland, they collect 10% of all inflows. In the last 10 years, the number of funds available for investment has tripled. To support this development, the Geneva Forum for Sustainable Investment, which has become throughout the years a landmark event for the sustainable investment industry, will be awarding the GFSI Swiss Sustainable Funds Awards.
Awards will go to the winners in 10 different categories (see list in methodology section below) with special awards handed over to the Best Sustainable Asset Management Company and the Best Climate Fund. Funds and asset management companies will be selected by an independent jury whose mission will be to assess their performance on both qualitative and quantitative bases.
The GFSI Swiss Sustainable Funds Awards objective is to provide a benchmark and ranking recognized across the investment community. This is crucial in order to facilitate acceptance and help support the commercial development of the sustainable investment funds industry.
Conser'proprietary database brings together a comprehensive range of ESG and investment solutions with positive impact in all asset classes. The ESG analysis process is two-fold, qualitative and quantitative.
The qualitative analysis evaluates the investment process. As such, each fund is ranked and rated according to its sustainability goals. An assessment is made on the sustainable investment process, the quality of the management team and the portfolio history. The analysis is based on publicly available responsible investment reports, including engagement and voting reports, Eurosif transparency guidelines, as well as one to one managers’ visits.
The quantitative assessment verifies the ESG compliance of the underlying of the portfolio. The holdings are assessed through Conser ESG consensus® tool which provides information on the overall ESG quality of the portfolio, potential exposure to major controversies and positive impact measurement.
Founded in 2017 by 3 Investment Professionals who collectively have more than 110 years of experience, Anglo-Swiss Advisors is a Consultancy dedicated to the selection of Fund Managers and Investment Strategies for Private Banks, Family Offices and other Institutional Clients. Using a proprietary quantitative approach blended with a qualitative overlay Anglo-Swiss aims to find the best Fund Managers to suit the specific needs of each client. One speciality is to assist clients in creating white labelled products, finding suitable strategies or to adapt existing strategies to complement their current product range. The team has an extensive knowledge of the global Fund Management landscape and employs this knowledge for meeting its client requests.
RULES AND REGULATIONS
The composition of the jury will be revealed soon.
The jury will assess companies and funds in total independence. Prospective nominees will not be compelled to book a seat(s) for the Award Ceremony. Nominees will be announced end of March, 2019 with 5 nominees in each category.
RESERVATION AND SPONSORING
Voxia communication is the result of the merger between the leader in the organisation of events in the Switzerland’s financial community and a major media relations specialist. The three main pillars of activity are event marketing, media relations, editing & publishing. Voxia’s added value lies in the firm’s extensive understanding of financial products & services and its capability to choose the proper communication channels. Voxia facilitates communication between providers of services and asset managers through staging of products, services and competences. The team is composed of professionals with strong experience in the fields of communication and finance. The company has its headquarters in Geneva and a second office in Zurich.
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