ESG: Act responsible.
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 pornography.

WEAPONRY
NUCLEAR POWER
TOBACCO
GAMBLING ACTIVITIES
PORNOGRAPHY

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, we are a FINMA regulated asset and investment fund manager with superior performance in Swiss equities.

Private Wealth Management

Our teams give you access to three areas of expertise: Discretionary management, Advisory and Deep Dive. We hold a long-term investment philosophy, based on the real economy and strong convictions.

Our alternative investments

Fintech Solutions

We assist corporations and individuals to both invest in Digital Assets as well as structure wealth derived from this new financial model.

Private Equity

We offer access to high-quality funds led by a highly experienced team and supported by a well-established ecosystem.

Real Estate

Our team of highly experienced professionals in the jurisdictions in which we operate offer local expertise and complementary skillsets, adding value and measuring risk.

Who we serve?

Family Offices, Asset Managers, Private Bankers, Entrepreneurs, Law Firms, Accountants, Corporations, Insurance Brokers, Tax Advisors.

Our intimate knowledge of our private clients’ needs comes from over two decades of expert personalised solutions provision. We get to know you.

Media

Events

Events

(Cancelled) No upcoming events

Following the COVID-19 pandemic, we’ve been unable to host our exciting events. Please check this page regularly.

Press releases

Press releases

GMG appoints Belal Khan as CIO

Belal Khan will join GMG as Chief Investment Officer (CIO) of the group as of July 19, 2021.

Publications

Publications

Geneva IAM appoints CEO, enters private equity…

Geneva Management Group Asset Management will now be able to enter the international private equity market, it has announced, and is consequently…

Reports

Reports

The magnitude of cybercrime

Data breaches can be expensive. A recent IBM report highlighted that the cost of a data breach in 2020 was standing at $3.86mio. This year (2020), we’ve witnessed all-time high records for data lost in breaches and the sheer number of cyberattacks. In this newsletter, we touch upon what the rise of cybersecurity means for investors.