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Socially responsible investing (SRI)

SRI at BCV

We guide customers towards investments that incorporate environmental, social, and governance (ESG) criteria and endeavor to bring portfolios into line with the goals of the Paris Agreement, the Swiss government, and the Vaud climate plan.

Documenting and taking into account investor preferences

We aim to document and take into account investors’ sustainability expectations and offer them the investment solutions that best align with those expectations.

BCV investment solutions

We are expanding our range of investment products that incorporate ESG criteria in order to reduce ESG risks or that pursue sustainability objectives, in order to provide our clients with solutions that address sustainable development issues.

Active ownership

We seek to promote a best-practice approach to active ownership through shareholder engagement and proxy voting.

Transparency

We undertake to communicate on our SRI efforts in a simple, clear, and transparent way.

Our methodology

We use the following SRI approaches to incorporate sustainability factors into our investment funds and our discretionary management and advisory services:

This approach entails excluding companies whose activities we deem incompatible with our responsible investing approach.

With this approach, ESG risks and opportunities are systematically integrated into traditional financial analysis and investment decisions, based on appropriate information sources.

Here, we select companies with good ESG scores or that outperform their peers on ESG issues, based on quantitative ESG scores or metrics.

This approach involves encouraging companies to improve their ESG practices using two main approaches: proxy voting and shareholder engagement.

At the general meetings of both Swiss and non-Swiss companies, we exercise our voting rights based on voting recommendations provided by our partner Ethos. In 2025, we voted on a total of 12,152 resolutions at 682 general meetings of companies held in our investment funds.

In addition, we conduct dialogue with investee companies to encourage them to improve their ESG practices in their spheres of influence. We do this through various approaches. In 2023, we joined the pooled investor initiative Climate Action 100+. Since 2024, we have subscribed to Ethos’s shareholder engagement services, which extend to both Swiss and international companies (see news release). And in end-2025, we began a direct dialogue with certain Swiss real-estate foundations to support their ongoing efforts to improve their non-financial practices.

This approach entails investing in companies that provide sustainable solutions to environmental or social issues related to specific themes.

Understanding key SRI concepts

SRI

Socially responsible investing (SRI) is a part of sustainable finance. It refers to investment approaches that incorporate ESG criteria into investment selection and management processes alongside traditional financial criteria.

ESG

In the financial sector, environmental, social, and governance (ESG) criteria are used to analyze investments from a non-financial standpoint for the purposes of SRI.

ODD

Les Objectifs de développement durable de l’ONU sont au nombre de 169 et recouvrant 17 thématiques. Ils visent à répondre aux défis mondiaux à l’horizon 2030, notamment ceux liés à la pauvreté, au changement climatique, à la dégradation de l’environnement, à la paix et à la justice.

WE AIM TO OFFER OUR CLIENTS A WIDE RANGE OF RESPONSIBLE INVESTMENT SOLUTIONS IN LINE WITH BEST MARKET PRACTICE WHILE GENERATING COMPETITIVE RETURNS OVER THE LONG TERM.

Our products

Standard

Investment decisions are guided by financial criteria and objectives. ESG criteria are not taken into account.

Horizon

Investment decisions are guided by financial criteria and objectives. ESG criteria are taken into account in order to reduce ESG risks in pursuit of financial goals, without incorporating any sustainability objectives.

Ambition

In addition to the approach used for the Horizon range, these products pursue one or more sustainability objectives.

Climate targets

In our role as an asset manager, we want to contribute to achieving the target of net-zero emissions by 2050. We aim to have 28% of our assets in discretionary management solutions and investment funds aligned with the target of net-zero emissions by 2050. Discretionary management solutions consist of asset management agreements with institutional and personal banking clients.

That entails reducing the carbon footprint of those assets relative to 2022 levels by:

-50%

by 2030

-90%

by 2040

-100%

by 2050

We are aiming to gradually expand our portfolio of assets under management following this trajectory.

Those reduction targets apply to the assets in our actively managed equity funds (whose carbon footprint is measured in metric tons of CO₂ equivalent per CHF million invested) and our discretionary management agreements for indirect real estate (whose carbon footprint is measured in kilograms of CO₂ equivalent per square meter).

Our 2025 Sustainability Report contains more information on our climate targets, along with important legal information.

Partnerships and initiatives

Partnerships

Ethos
We have entered into a partnership with Ethos Foundation a leading Swiss SRI specialist, to create a center of expertise in sustainable finance in Switzerland. Under the partnership, a range of funds covering the main asset classes is managed by BCV Asset Management and advised by Ethos.

University of Lausanne
We have entered into a partnership with the University of Lausanne to fund a research project on ESG investing. This partnership has led to the publication of various studies.

Initiatives

PRI
We are a signatory to the United Nations-supported Principles for Responsible Investment, which seek to promote a sustainable financial system.

SSF
We are a member of Swiss Sustainable Finance (SSF), which aims to strengthen Switzerland’s position as a hub for sustainable finance.

PACTA
We voluntarily take part in the Paris Agreement Capital Transition Assessment (PACTA) climate compatibility test. We use PACTA to test a number of portfolios representative of our management approach.

Climate Action 100+
We take part in Climate Action 100+, an investor-led initiative to encourage the world’s largest corporate greenhouse gas emitters to take necessary action on climate change.

Learn more

Policies

SRI policy

In line with our commitment to sustainable development, we aim to proactively offer our clients a wide range of responsible investment solutions in line with market best practices, while generating competitive returns over the long term.

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