Our Stratégie Equipondéré ESG Impact fund reflects BCV’s Balanced investment strategy. It’s a diversified solution designed to produce both capital growth and steady income.
The bulk of the portfolio is invested in stocks and bonds, which are equally weighted. A small allocation is set aside for other asset classes (such as Swiss real estate) that can be added to improve long-term profitability and reduce volatility.
ESG criteria are a key component of our investment selection process. Since we have an open-architecture approach at BCV, we can draw on the expertise of third-party fund managers with complementary know-how. We combine our core financial analysis with an assessment of ESG indicators, based on qualitative data from fund managers and asset-management firms and on quantitative ESG data from independent providers such as MSCI ESG Research.* Our fund managers then select investment products from the resulting investment universe.
*The benchmark indices cited in this document are registered trademarks for which BCV has a trademark license. The index providers shall not be held liable.