• Shareholders for Change holds its summer meeting at the offices of Ethos

    The members of the network of institutional investors that promotes responsible investment and corporate compliance with ESG best practice met on Thursday and Friday at the offices of Ethos in Geneva. The meeting provided an opportunity to take stock of current and future engagement initiatives with the target companies.
  • Ethos Foundation wins the 2024 Ethics in Finance Award

    The Ethos Foundation and its Climate Transition Ratings methodology have been awarded the Ethics in Finance Award 2024. This prize, conferred by the University of Neuchâtel, recognises an innovative and forward-looking methodology that enables institutional investors to assess the extent to which a company contributes to climate change.
  • The EEP Switzerland celebrates its 20th anniversary

    The shareholder dialogue programme "Ethos Engagement Pool Switzerland" was launched in May 2004 at the instigation of Ethos and two pension funds. Two decades later, 186 pension funds have entrusted Ethos with the task of conducting a continuous and constructive dialogue on governance and sustainability issues with the largest listed companies in Switzerland, in order to encourage them to improve their practices.
  • Ethos launches two new sustainable indices in collaboration with SIX

    Ethos has recently launched two new sustainability indices, the first for Swiss equities and the second for bonds denominated in Swiss francs. Calculated by SIX, these indices comprise equities and bonds from companies/issuers that have an adequate extra-financial performance according to Ethos' ESG ratings. BCV has added to its range of index-linked products by launching a fund that replicates the new equity index.
  • Climate reporting: Ethos solutions

    Thanks to the new reporting solutions offered by Ethos, investors can now quickly and easily produce sustainability reports that meet the latest transparency requirements, starting with the ASIP recommendations.

A Swiss foundation for
a sustainable development

The Ethos Foundation was created by and for Swiss pension funds, with the aim of enabling them to invest sustainably and responsibly.

Ethos Services, the operational arm of the Ethos Group, has developed a range of services entirely dedicated to socially responsible investment (SRI). These include sustainable investment funds and stock market indices, as well as a whole range of active ownership tools that enable investors, both institutional and private, to use their shareholder rights to encourage the companies they co-own to improve their environmental, social and governance (ESG) practices.

Sustainable funds & indices

Ethos Services offers sustainable investment funds and stock market indices dedicated to governance.

Ethos offers its clients sustainable investment funds (equities, bonds, balanced) that are actively managed by partner banks, enabling them to invest according to a range of ESG criteria in addition to traditional financial criteria. At the same time, Ethos offers stock market indices dedicated to good governance, which reduce the weighting of, and therefore exposure to, companies that represent a risk in this area.

Services dedicated to active & responsible ownership

Proxy voting

The exercise of voting rights is a tool of choice for shareholders who wish to defend their interests over the long term and influence the companies in which they are co-owners.

Every year, Ethos issues voting recommendations for over 200 general meetings in Switzerland and 500 abroad. Ethos' analyses contain a detailed review of each item on the agenda, with voting recommendations based on Ethos' corporate governance principles and voting guidelines, which are reviewed and updated every year. They also present a range of information on the company in question, in particular regarding the composition of its board of directors and the remuneration of the governing bodies.

Company dialogue

Ethos' shareholder dialogue aims to encourage companies to improve their environmental, social and governance practices.

By grouping together in engagement pools such as those proposed by Ethos, and by taking part in collective engagement initiatives, investors have greater clout and therefore greater power of influence when it comes to discussions with the management bodies of the companies of which they are co-owners. For Ethos, the objective of shareholder dialogue is always to sustainably increase a company's value for its shareholders and all its stakeholders.

Sustainability analyses

Implementing sustainable and responsible management means taking into account companies' ESG criteria in investment strategies, as well as taking climate issues into account.

Ethos offers over 2'000 ESG analyses and ratings of listed companies and bond issuers. Swiss-listed companies included in the SPI index, companies included in the MSCI World ex-CH and MSCI EM indices, and issuers included in the Swiss Bond Index AAA-BBB are part of the analysis universe.

Climate analysis & reporting

The "Ethos climate transition ratings" methodology assesses the credibility of companies' climate transition plans and the impact of climate change on their activities.

For institutional investors, it's a way of measuring the alignment of their portfolios with climate objectives, and monitoring the exposure of their investments to climate risks. Thanks to this methodology, they also have a tool for engaging companies on climate issues. Finally, this methodology complements the reporting solutions offered by Ethos, whether for proxy voting services or engagement.

Training

Ethos offers several training modules on sustainability and socially responsible investment.

The Ethos Foundation offers pension fund representatives (boards of trustees, management and investment committees) the opportunity to deepen their knowledge of socially responsible investment and sustainable finance. The modular organisation of the course enables participants to acquire content at their own pace, according to their needs and prior knowledge.

Proxy voting

The exercise of voting rights is a tool of choice for shareholders who wish to defend their interests over the long term and influence the companies in which they are co-owners.

Every year, Ethos issues voting recommendations for over 200 general meetings in Switzerland and 500 abroad. Ethos' analyses contain a detailed review of each item on the agenda, with voting recommendations based on Ethos' corporate governance principles and voting guidelines, which are reviewed and updated every year. They also present a range of information on the company in question, in particular regarding the composition of its board of directors and the remuneration of the governing bodies.

Company dialogue

Ethos' shareholder dialogue aims to encourage companies to improve their environmental, social and governance practices.

By grouping together in engagement pools such as those proposed by Ethos, and by taking part in collective engagement initiatives, investors have greater clout and therefore greater power of influence when it comes to discussions with the management bodies of the companies of which they are co-owners. For Ethos, the objective of shareholder dialogue is always to sustainably increase a company's value for its shareholders and all its stakeholders.

Sustainability analyses

Implementing sustainable and responsible management means taking into account companies' ESG criteria in investment strategies, as well as taking climate issues into account.

Ethos offers over 2'000 ESG analyses and ratings of listed companies and bond issuers. Swiss-listed companies included in the SPI index, companies included in the MSCI World ex-CH and MSCI EM indices, and issuers included in the Swiss Bond Index AAA-BBB are part of the analysis universe.

Climate analysis & reporting

The "Ethos climate transition ratings" methodology assesses the credibility of companies' climate transition plans and the impact of climate change on their activities.

For institutional investors, it's a way of measuring the alignment of their portfolios with climate objectives, and monitoring the exposure of their investments to climate risks. Thanks to this methodology, they also have a tool for engaging companies on climate issues. Finally, this methodology complements the reporting solutions offered by Ethos, whether for proxy voting services or engagement.

Training

Ethos offers several training modules on sustainability and socially responsible investment.

The Ethos Foundation offers pension fund representatives (boards of trustees, management and investment committees) the opportunity to deepen their knowledge of socially responsible investment and sustainable finance. The modular organisation of the course enables participants to acquire content at their own pace, according to their needs and prior knowledge.

News & publications

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