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Responsible investing

Delivering the right returns, the right way

An integrated approach for responsible investing

At EFG, we recognise the urgent need to transition to a more sustainable world in alignment with global climate commitments and the UN SDGs. Investments, both public and private, have a key role to play in facilitating and supporting this change. The financing of companies can be a decisive factor in determining whether a business activity with negative or positive impacts takes place. EFG can support this transition as an asset allocator on behalf of our clients: As part of our approach to responsible investing, and in alignment with our fiduciary duty, we increasingly take into account ESG criteria when selecting and managing investments. In this way, we can help to generate positive economic, social and environmental impacts and meet the demand for sustainable finance solutions.

Our commitment

We are a signatory to the Principles for Responsible Investment (PRI), the Task Force on Climate-related Financial Disclosures (TCFD), and CDP (formerly Carbon Disclosure Project). We are also a member of the Swiss Sustainable Finance (SSF) association. These mutually enriching partnerships and frameworks collectively define, assess and face the challenges and opportunities linked to the wide range of issues covered by ESG criteria. For a comprehensive list of our memberships and partnerships, please see pages 35 - 36 of EFG’s Sustainability Report 2024.

Sustainability Report 2024

Sustainability Insights

Investment Insights • Sustainability

Innovation below the surface: Tackling ocean plastics with nature and tech

The ocean, covering over 70% of our planet, is not just a vast expanse of water but the very lifeblood of Earth. It generates half of the oxygen we breathe, moderates our climate, and sustains billions through fisheries, tourism, and vital ecosystem services.* Yet, this invaluable resource is under threat - from pervasive plastic pollution and persistent chemicals (PFAS), to declining habitats such as coral reefs, mangroves, and seagrass beds. The urgency to confront these challenges has reached unprecedented levels.

Melanie Beyeler

3 min read

Investment Insights • Sustainability

Critical minerals: The backbone for decarbonizing our economy

The global pursuit of net zero emissions is driving demand for critical minerals - key components in clean energy technologies such as electric vehicles (EVs), solar panels, and wind turbines. Materials like lithium, cobalt, nickel, and rare earth elements are foundational to this low-carbon future. However, surging demand brings challenges related to environmental impact, ethical sourcing, and supply chain stability.

Melanie Beyeler

5 min read
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Important documents

Reports Download
The EFG approach to ESG
Engagement report
Climate Engine
Transparency of Sustainability Risk Statement (Art. 3 SFDR)
EFG TCFD Reporting 2023
EFGAM's TCFD reporting 2022
EFGAM's TCFD Reporting 2021
Integration approach
Documents
ESG policies and guidelines Download
Responsible investing policy
Voting guidelines
Engagement policy
Sustainable Remuneration Policy (art. 5 SFDR)
PAI Opt Out
Documents

Sustainable Investing

Sustainable Investing
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  • EFG Bank AG
    Bleicherweg 8
    P.O. Box 6012 - 8022 Zurich
  • +41 44 226 17 17

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  • EFG Bank AG
    Bleicherweg 8
    P.O. Box 6012 - 8022 Zurich
  • +41 44 226 17 17
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