This is the first time Swiss Sustainable Finance (SSF) provides its own comprehensive market overview of sustainable investments in Switzerland. The goal of this study is to highlight the growing importance of sustainability within the Swiss financial community and to shed more light on the background and drivers for this development. In 2017, the market for sustainable investments (SI) has continued to grow significantly in Switzerland. Based on the responses to the market survey, the total volume increased by 82 % to reach CHF 390.6 billion. This figure covers all reported sustainable investment funds (47 % increase), sustainable mandates (25 % increase) and sustainable assets of asset owners (128 % increase).
The market study also includes case studies from two large asset owners, interviews from the Federal Office for the Environment (FOEN) and the State Secretariat for International Finance (SIF), and a comprehensive chapter on regulatory issues applying to Switzerland as well as globally. We are very excited to share our insights with you and continue our efforts to encourage transparency and growth in the industry.
One year after the publication of our handbook in German and French, SSF is happy to announce that together with the CFA Institute Research Foundation, we have updated and translated this publication into English.
Institutional investors in Switzerland are showing a growing interest in sustainable investments. This goes hand in hand with a growing need for information, both among pension funds and foundations, as well as among experts from insurance companies and other institutional investors. Swiss Sustainable Finance therefore prepared a handbook on sustainable investments for Swiss institutional asset owners in 2016. With an English version now available, we hope to be able to reach out to a larger share of the market and help professionals gain insights into sustainable investing and how to implement appropriate solutions.
This handbook is the result of a close collaboration with over 30 expert authors and contributors.
You can order physical copies of the handbook at the following conditions:
English version: up to 2 copies for free, every further copy CHF 10, shipment flat rate CHF 15.
German and French version: every copy CHF 10, shipment flat rate CHF 15.
Please send an email to the SSF office and include the number of English/German/French copies you wish to order, your billing address and the delivery address.
15 November 2017: Focus - Controversial Weapons Exclusions
This factsheet is the first in the new series "Focus" published by SSF. In this edition, we tackle the topic of controversial weapons and what investors need to consider. This short publication provides an overview of the Swiss and international situation related to controversial weapons financing and investments. Additionally, it covers potential risks linked to not adequately addressing related issues for financing, investing and underwriting activities.
One year after the publication “Proposals for a Roadmap towards a Sustainable Financial System in Switzerland”, SSF set out to collect opinions on recent developments of the Swiss Financial System and the progress made in the five core areas of the “proposals”: asset and wealth management, institutional investors, credit business, capital markets, research and education. For this purpose, SSF invited its network to share their opinions on the developments regarding the implementation of the proposed measures through a survey. In the following report, we review the results.
Download the report: EN
1 June 2017: Swiss sustainable investment market report 2017
This study, for the second year in a row jointly prepared by Forum Nachhaltige Geldanlagen and Swiss Sustainable Finance, provides an overview on the Swiss market of sustainable investments. In 2016 the market saw a sharp hike of 39% compared to 2015, bringing the total volume of sustainable investments in Switzerland to around CHF 266 billion as of 31 December 2016. As their importance for asset owners has steadily risen, assets from institutional investors now account for 82% of the Swiss sustainable investment market. Sustainable investment funds are gaining ground and currently account for 7% of the total fund market.
In its newest study, Swiss Sustainable Finance (SSF) uses ten strong arguments to showcase how sustainable investments represent a yet untapped opportunity for Swiss private banking.
Specifically, sustainable investments can support client advisors to better satisfy their clients’ needs and therewith strengthen their relationships. This is due to the fact that such investments offer the opportunity to speak about interesting and personal topics. These types of investments also match perfectly with qualities often associated with Switzerland, such as quality, innovation and stability.
As we wish to make this topic as accessible as possible for client advisors, we additionally prepared a practical toolkit, summary presentations and a short movie on the topic.
Watch our summary video:
Download the report: EN
The publication was launched at an event in Zurich on 22 March - read the summary soon
28 November 2016: Handbook on Sustainable Investments
Institutional investors in Switzerland are showing a growing interest in sustainable investments. This goes hand in hand with a growing need for information, both among pension funds and foundations, as well as among experts from insurance companies and other institutional investors. Swiss Sustainable Finance has therefore prepared a handbook on sustainable investments for Swiss institutional asset owners. This newly published handbook (available in German and French) is the result of a close collaboration with over 30 expert authors and contributors.
Printed copies can be ordered for CHF 10 (excl. VAT) per book plus a shipment flat rate CHF 15 through the SSF Office
Please include the number of German and/or French copies you wish to order, your billing address and the delivery address.
10 May 2016: Swiss sustainable investment market report 2016
This study has been jointly prepared by Forum Nachhaltige Geldanlagen and Swiss Sustainable Finance and provides an overview on the Swiss market of sustainable investments. Sustainable investments managed in Switzerland total to more than CHF 190bn and grew by 169% compared to the previous year, both based on organic growth and asset types covered for the first time in this report.
The first Swiss Sustainable Finance study, ’Swiss Investments for a Better World’, offers a detailed overview of the structure and dynamics of the Swiss market for investments in development. The report was produced in partnership with the Center for Microfinance of the University of Zurich and Symbiotics.
Swiss Sustainable Finance presents itself, maps the Swiss landscape and outlines the activities on which the newly established association will focus.
Hard copies can be ordered via: firstname.lastname@example.org