Act responsibly. Think sustainable.

We incorporate sustainability factors into our investment decisions. We believe that relevant ESG information can provide appropriate insights into both risk and investment opportunities, with creating and growing wealth, responsibly, always front of mind.

Social responsibility

Our investment framework for Swiss equities includes a sustainable investment strategy that meets ESG standards.

This framework integrates a range of criteria and tools to address and manage the ESG aspect of our investments.

In addition to our financial analysis and portfolio construction technique, we incorporate sustainability factors into our investment decisions. We believe that relevant ESG information can provide appropriate insights into both risk and investment opportunities.

E

Environment

Contribution to climate change
(carbon footprint and C02 emissions)

Environmental opportunities
(renewable energy and technological improvements)

Treatment of natural resources and waste

S

Social

Human Resources:
safety, health, and continuous training of employees

Products:
product and data safety

G

Governance

Corporate governance (composition of the Board of Directors and management, ownership structure)

Corporate behaviour:
participation in transparency, ethics and anti-corruption initiatives

Our Swiss equity management systematically integrates ESG factors into the investment process. We use our internal financial and sustainability analyses in combination with external ESG rating agencies. This approach allows us to generate investment decisions that encompass ESG factors and meet financial and sustainability objectives.

Global ESG

ENVIRONMENT

SOCIAL

GOVERNANCE

We favour companies that participate in various transparency and sustainable investment initiatives and that meet ESG criteria.

UN Global Initiative
Global reporting initiative
ISO 14001
Code of practice
Supplier code of conduct

Exclusion Criteria

Our approach to sustainable investment outlines clearly defined exclusion criteria. Sectors and companies that have a proven negative impact on society or the environment are excluded from our investment universe. For example, manufacturers of controversial weapons such as landmines, cluster munitions and nuclear, biological and chemical weapons are excluded.

In addition, our sustainable strategies exclude companies that earn more than 5% of their turnover in the fields of conventional weapons and firearms, nuclear energy, tobacco, gambling or adult entertainment.

WEAPONRY
NUCLEAR POWER
TOBACCO
GAMBLING ACTIVITIES
ADULT ENTERTAINMENT

Focus on carbon footprint

In addition, companies with an exposure of more than 10% in coal-fired power generation are also excluded.

Total CO2
emissions
CO2
per sale
CO2
per assets
Frame 1
CO2
Frame 2
CO2

Companies active in the extraction and exploitation of non-conventional fossil fuels are excluded if the threshold of 5% of turnover is reached. The extraction of non-conventional energy generates a significant amount of greenhouse gases, air pollution and damage to the ecosystem. Unconventional energies are defined as: oil and gas from shale and oil and gas from oil sands.
Furthermore, companies associated with serious and proven controversies, such as child labour, bribery or fatal accidents, are also excluded if we do not see any corrective action and progress.

Active ownership (proxy voting and commitment)

Participation in the exercise of voting rights makes it possible to influence a company’s activity. We are convinced that our commitment can have a positive impact on the sustainability aspect of the investments held in our portfolios.

Constraints

A manager may deviate from the process of integrating ESG criteria, provided that there are clear indications of commitment to sustainability measures. A maximum of 30% of the sustainable investment portfolio may be invested in securities or entities for which ESG information is not available. This applies in particular to asset classes for which ESG criteria have not yet been sufficiently defined.

Our values

Five guiding principles define the way we work:

01

Transparency

Integrity and honesty are core to all that we do. All layers of fees are always explicit and transparent. We do what we say we will do.

02

Conflict Free

At GMG, the client’s needs come first. We are beholden to no institution, individual or entity other than the client being served.

03

Expertise

At GMG, we demand excellence. We excel at what we do and keep ahead of the curve, constantly developing our staff and suite of offerings.

04

Innovation

We continuously invest in skills, education and technology ensuring that our solutions are cutting-edge.

05

Relevance

Our access and reputation are at your service. In order to be able to provide our clients with the reach they need, we operate globally and work with international institutions.

Discover our services

Family Office

We support our clients in optimizing the key elements of their wealth management strategy. Our advice and support are unbiased, independent and follow a holistic and sustainable approach.

Institutional

Institutional in structure, but Boutique in philosophy, GMG Asset Management is a FINMA regulated asset and investment fund manager with consistent, superior performance in Swiss equities.

Private Wealth Management

Our team of experts gives clients access to three award-winning services: Discretionary management, Advisory and Deep Dive.

Media

Events

Events

Opportunities & trends for wealth managers

Event details coming soon.

Press releases

Press releases

GMG announces client cloud-based software upgrade

GMG has announced that they now offer clients a fully-digitized Client Lifecycle Management solution…

Publications

Publications

L’économie ne se serait peut-être pas mieux portée sans le covid

La progression de la bourse au cours de l’été et jusqu’à récemment témoigne que les résultats publiés…