Socially responsible investing at BCV

BCV engages in socially responsible investing (SRI), seeking to generate an attractive, long-term return on investments while making a measurable, positive impact on society. Our portfolio investment and management process is guided by SRI principles.

ESG integration

 

We take a responsible and sustainable approach to investing by applying environmental, social, and governance (ESG) criteria to more and more of our investment funds. That means we go beyond a company’s financials and look at how they contribute to sustainable development – based on these three criteria – before including them in the funds we offer our clients.

ESG

ESG criteria in action

We incorporate ESG factors into our investment process primarily through exclusion, reweighting, and active ownership (see below). We also offer thematic funds that invest in companies whose products and services are designed to actively contribute to sustainable development.

Approach

What BCV does

1. Exclusion

  • Screen out companies and industries linked to major controversies

2. Integration

  • Incorporate ESG ratings into our stock-picking process
  • Reweight portfolios to prioritize companies that implement ESG best practices
  • Take a best-in-class approach

3. Active ownership

  • Vote at AGMs
  • Promote ESG dialogue with companies

4. Thematic investments

Invest in companies that work to achieve the United Nations Sustainable Development Goals (SDGs)

Two groups of socially responsible funds

ESG funds

We integrate ESG criteria into all of our discretionary management agreements and advisory services. We make sure our clients have access to the best solutions available through a combination of in-house and third-party ESG investment products.

ESG Impact funds

We invest in a range of thematic funds geared towards the UN’s Sustainable Development Goals. These funds invest in companies whose products and services are designed to tackle sustainability issues.

Find out more about our investment options

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