Responsible investing policy

Uncover our uncompromising core beliefs

Sustainable and responsible investing. It's in our nature

The Sustainable and Responsible (SR) Investment Policy of EFGAM can be defined according to three key pillars: our core beliefs, the principles we use and our approach to governance. In this report, we outline what each of these pillars entail and how they empower us to ensure everything we do meets the high standards we set to achieve in this area.


EFG's core beliefs for sustainable, responsible and impact investing:

a. ESG provides an additional layer of risk mitigation
b. Universal ownership
c. Responsibility
d. Stewardship
e. Performance
f. Opportunities
g. Fiduciary duties
h. Promoting sustainability, both internally and externally
i. Integrity and conflict of interest

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Reports, policies, guidelines and methodologies that keep us on track to building better. Download the full version of our report today.

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