The core activity of Ethos is investment consulting and management with a focus on sustainable and responsible investments (Socially Responsible Investment, SRI). This includes the development and management of sustainable investment funds, the creation of stock market indices, and the exercise of active ownership. In addition, Ethos offers training and consulting services to institutional and private investors to support them in implementing sustainable investment strategies.
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Industry:Funds & Investment Companies
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Sustainable investment funds in equities, bonds and as balanced funds; actively managed by partner banks, with ESG analysis, exclusions, systematic proxy voting and engagement.
Stock market indices for corporate governance
Stock market indices that are specifically geared to corporate governance and assign lower weight to companies with governance risks to reduce exposure accordingly.
Proxy voting
Analyses and voting recommendations for general meetings in Switzerland and abroad; detailed review of agenda items, information on the board of directors and remuneration, and administrative support for the exercise of voting rights.
Company engagement
Shareholder dialogue and engagement with listed companies in Switzerland and abroad; engagement pools, collective initiatives and direct dialogues to improve environmental, social and governance practices.
Sustainability analyses
ESG analyses and ratings for listed companies and bond issuers as well as portfolio and fund screenings; in addition, Positive Impact methodology and carbon rating.
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