Responsible investing

Delivering the right returns, the right way

An integrated approach for responsible investing

Responsible investments, both public and private, play a key role in facilitating and supporting the transition to a more sustainable world in alignment with global commitments and the UN Sustainable Development Goals (SDGs). In line with our fiduciary duty as an asset allocator on behalf of our clients, we integrate ESG factors into investment decisions to support clients in mitigating financial and reputational risks and enhancing portfolio resilience. Further, we seek to encourage more sustainable practices in investee companies through shareholder engagement and voting. All of these efforts also help us to meet the demand for sustainable finance solutions.

Our commitment

We are a member of the Swiss Sustainable Finance (SSF) association and a signatory to the Principles for Responsible Investment (PRI), CDP, and Climate Action 100+. These partnerships support our efforts to address the challenges and opportunities related to a broad range of ESG issues. For a comprehensive list of our memberships and partnerships, please see pages 31 - 32 of EFG’s Sustainability Report 2025.

Sustainability Report 2025

Sustainability Insights

Sustainability 21 September 2026

Sustainability after the reset

Sustainable investing is going through a reset. Labels and broad ambitions are giving way to harder questions about evidence, implementation and investment relevance. That creates an opportunity to ask a more fundamental question: not simply what the economy needs less of, but what human progress will require more of.

Melanie Beyeler

5 min read

Sustainability 14 September 2026

The role of shareholder engagement in long-term value creation

When investors allocate capital to a company, they acquire more than a financial claim. They acquire a voice. Engagement and voting are the principal tools for using that voice to address the issues that shape long-term value creation, allowing investors to act as responsible stewards of the assets they manage on behalf of their clients.

Melanie Beyeler

5 min read

Investment Insights • Sustainability 18 May 2026

No country can embargo your wind or sunshine

The Middle East conflict is a reminder that fossil fuel dependence is not only a climate risk, but a strategic vulnerability. That makes the energy transition a question of sovereignty, energy security and investment relevance. When energy flows are disrupted, the consequences are not limited to oil markets.

Melanie Beyeler

5 min read

Investment Insights • Sustainability 25 March 2026

AI creates the demand. Sustainability shapes the outcome.

Artificial intelligence (AI) may be written in code, but its economics are increasingly shaped by physical infrastructure.

Melanie Beyeler

5 min read

Investment Insights • Sustainability 23 February 2026

Emissions pricing: How the EU’s CBAM is impacting global trade and investment

The introduction of the Carbon Border Adjustment Mechanism (CBAM) marks a fundamental shift in how carbon emissions are priced and managed across global markets.

ESG Governance & Frameworks Team

3 min read

Important documents

Reports	Download
Stewardship Report	EN
Climate Engine	EN
The EFG approach to ESG	EN
Transparency of Sustainability Risk Statement (Art. 3 SFDR)	EN

Documents

Stewardship Report1 available download

Download

PDF - English

Climate Engine1 available download

Download

PDF - English

The EFG approach to ESG1 available download

Download

PDF - English

Transparency of Sustainability Risk Statement (Art. 3 SFDR)1 available download

Download

PDF - English

ESG policies and guidelines	Download
Sustainable Remuneration Policy (art. 5 SFDR)	EN
PAI Opt Out	EN

Documents

Sustainable Remuneration Policy (art. 5 SFDR)1 available download

Download

PDF - English

PAI Opt Out1 available download

Download

PDF - English

Our Approach to Sustainability

Our primary goal at EFG is to create profitable and sustainable growth for the benefit of our clients, shareholders, employees and society as a whole. We strive to be a reliable and professional financial partner and an attractive employer. We also take account of social and environmental aspects when conducting our business to ensure the prosperity of future generations.

Learn more

Sustainable Investing