Rodrigo Dupleich Adam Glen-Bott Urs Raebsamen


Rules-based strategies

A rules-based, net-zero strategy, specifically aligned to the Paris Agreement, can help investors address their climate transition ambitions in an index-like equity portfolio.

While many asset owners started their ESG journey by simply reducing the CO2 footprint of portfolios, given these dispositions it makes sense to think about moving beyond considering only a company’s carbon emissions data.

Rules-based strategies can provide flexible, customizable sustainable portfolio solutions that can help meet the range of climate and sustainability solutions that investors are increasingly seeking.

A multi-faceted approach that incorporates broader ESG data can allow investment managers to identify companies which may potentially be better positioned to take advantage of the long-term transition to a low carbon global economy.

There are three emerging investment strategies that we see investors showing increasing interest in lately:

Combining sustainable managed strategies with risk premia strategies

Climate strategies considering social and governance issues, in the context of “just and fair”

Net-zero strategies, which seek to align portfolios to the goals of the Paris Agreement

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Sustainable Investing

Sustainability is an integral part of our business, from the products, and services we offer, to the way we work and operate in society.

Sustainable index solutions

We offer a wide range of innovative sustainable ETFs and custom index and rules-based index solutions.

Green Bond ETF

Green bonds support climate-focused projects such as renewable energy, clean transportation, or sustainable water management

Stewardship Annual Report 2022

We offer a wide range of innovative sustainable ETFs and custom index and rules-based index solutions.

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