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Responsible investment

Responsibility is in our DNA

We always aim to act in the best interests of our clients, colleagues, wider society and the environment. Responsibility is embedded in everything we do, starting with our investment framework, reflecting our long history of commitment to ESG.

Key facts and figures

  • 1990s

    first strategies incorporating sustainable criteria

  • #6

    most recognised asset management brand globally for ESG in 2024 [1]

  • 86%

    of AUM in Responsible Investment strategies [2]

  • 392

    companies engaged with on 633 ESG issues in 2023

Our 4 key engagement themes
  • Climate

    1. Climate

  • Water

    2. Water

  • Large greenhouse with a modern vertical farm inside

    3. Nutrition

  • 4. Long-termism

Our convictions

Responsibility goes hand-in-hand with a long-term, partnership approach. To us, it means having a sense of responsibility and integrity not only towards the present generation but also to future generations – and to the real economy and the wider world.

We believe in responsible economics and take a holistic view that considers the complex interactions between economy, society and the environment.

We are convinced that Environmental, Social and Governance (ESG) considerations can help us make better long-term investment decisions for our clients.

The strength of our convictions led us to create for our clients a range of innovative environmental and social equity strategies that are among the oldest and largest in the market today, such as Water, launched in 2000.
 

Laurent Ramsey, Managing Partner, Pictet Group, shares his views on investing in the transition to a sustainable future.

Video Poster

Source: Pictet Asset Management

Embedding ESG accross the firm

We believe a decentralised approach to ESG empowers investment professionals and other individuals to include ESG in their day-to-day responsibilities.

By embedding responsibility for ESG throughout our organisation (and backing this up with strong oversight), our aim is to enable maximum engagement and effective ESG integration.

More than 80 individuals with ESG responsibilities

Source: Pictet Asset Management. Data as of 18.01.2024

Our action plan

USA, Ohio

10 levers of action

We have identified 10 key levers of action across our activities, including both our own and our clients’ assets. We are convinced these levers of action will make us better investors and corporate citizens and help us play our part in designing a thriving system for future generations.

Climate change

Climate change is arguably the defining issue of our time. For Pictet, climate change represents both an urgent challenge and an opportunity to build a more sustainable economy. We believe it will have a material impact on asset prices and investment returns in the coming years. Pictet Group was the first Swiss financial institution to set externally validated (SBT) science-based climate targets for 2030, consistent with keeping global warming to 1.5°C.

Responsible investing offering

As the largest active asset manager in terms of AUM3 in SFDR Article 9 (or positive impact strategies), we continue to develop investment strategies that provide capital to companies providing solutions to social and environmental issues.

RI_SFDR_2024_1600

ESG integrated is equivalent to an article 6 SFDR and may invest in securities with high sustainability risks. ESG focused is equivalent to an article 8 SFDR. Positive impact is equivalent to an article 8 or 9 SFDR.

SFDR: Regulation (EU) 2019/2088 of the European Parliament and of the Council of 27 November 2019 on Sustainability-related disclosures in the financial services sector. 

Click here to find a glossary with the main terms. Source: Pictet Asset Management, 31.12.2023

Responsible investment report highlights

Responsible Investment report
2023 was a turbulent year, marked by a challenging economic environment, heightened geopolitical tensions, the vertiginous rise of AI, and the deepening impacts of climate change and biodiversity loss.

Educational hub

Insights

Our research partners include University of Oxford’s Smith School of Enterprise and the Environment, Stockholm Resilience Centre, Institute of International Finance and the Copenhagen Institute for Futures Studies.

Reports and policies

[1] NMG ESG leaders ranking globally, across all segments. Source: NMG Consulting 2023 Global Asset Management Study, March 2024

[2] SFDR Articles 8 and 9. Please note that the assets stated include all assets which are either managed or distributed by Pictet Asset Management excluding mandates, and which are in scope for SFDR. Data as of 31.12.2023.

[3] Morningstar Manager Research,  SFDR Article 8 and Article 9 Funds: Q4 2023 in Review, 25 January 2024. Assets as of December 2023 on SFDR data collected from prospectuses on 97.8% of funds available for sale in the EU, excluding money market funds, funds of funds, and feeder funds. Using Branding Name in Morningstar Direct, a manager's market share is calculated as following: manager's Article 9 fund assets divided by total market Article 9 fund assets