On this page you find reports and studies related to the Swiss sustainable finance market published by both public and private sources.
|January 2018||Research Paper||Brunschwig & Fischer|
This research maps out the legal implications of launching a Social Impact Bond (SIB) in Switzerland as well as its taxation. Since Swiss issuances are still lacking for reference, the authors provide learnings of a recent SIB project by the International Committee of the Red Cross supported by SECO, amongst other donors.
|January 2018||Guiding Document||seif and BHP Brugger und Partner AG|
|This document gives a explanation of Social impact bonds and provides the reader with a historical perspective on the investment vehicle. Furthermore it describes current best practices as well as difficult experiences with regards to Social Impact Bonds (SIBs) in a European environment. With this German publication, authors hope to initiate a discussion on both the risks an opportunities of issuing SIBs in Switzerland.|
|November 2017||OECD Report||OECD|
This review highlights the environmental performance of the Swiss economy in 2017. It focused on biodiversity, water, and green growth and contains 42 recommendations for Switzerland. Switzerland received good marks for its economy's relatively low energy consumption in OECD comparison and its improved domestic resource efficiency. Switzerland also received positive ratings for its participation in numerous international environmental bodies and initiatives as well as for its commitment to a more sustainable financial world.
|November 2017||Industry Report||Responsible Impact Investing|
This study looks at how foundations are applying mission-related investing and their corresponding needs in Switzerland and Liechtenstein. Over 50 foundations were surveyed. The findings are presented in this report in addition to key recommendations on how to bring about further progress.
|October 2017||Federal Publication||2°Investing Initiative, Federal Office for the Environment (FOEN) & State Secretariat for International Financial Matters (SIF)|
In the context of the Paris Agreement, Swiss pension funds and insurance companies were invited by the Federal Office for the Environment FOEN and the State Secretariat for International Financial Matters SIF to test the climate compatibility of their portfolios. The offer attracted widespread interest. The Swiss financial sector remains insufficiently focused on climate-friendly investments. The testing of climate compatibility can contribute to the realignment of financial flows.
|September 2017||Industry Report||WWF|
In cooperation with the independent rating agency Inrate, WWF Switzerland has audited the largest Swiss retail banks in the areas of savings, investment, provisions as well as loans and financing. The company management is also considered. The rating provides for the first time an overview of the overall sustainability level of the 15 largest Swiss retail banks.
|July 2017||Industry Report||WWF|
In the latest position paper, WWF suggests seven policy recommendations to improve the framework conditions for sustainable finance in Switzerland.
|June 2017||Industry Report||Swiss Sustainable Finance (SSF) and Forum Nachhaltige Geldanlagen (FNG)|
|June 2017||Federal Publication||Federal Council|
The Federal Council approved the report on the state of the implementation of the CSR-action plan for the social responsibility of corporates.
|May 2017||Federal Publication||Federal Council|
From 2020, Switzerland is expected to spend between US $ 450 million and US $ 600 million annually on climate change mitigation measures in developing countries. As in the past, funding will come from both public and mobilized private sources. On 10 May 2017, the Federal Council approved a report in compliance with a postulate issued by the foreign policy commission of the National Council.
|May 2017||Federal Publication||Federal Office for the Environment (FOEN)|
This edition of the FOEN magazine highlights the role that the finance sector can and should play to support sustainability and environmental goals.
|February 2017||Federal Report||State Secretariat for International Financial Matters (SIF)|
In the annual report the Federal Department of Finance takes stock of the progress made by Switzerland regarding international financial and tax matters. The report also states that sustainability in the area of finance is becoming ever more important, both worldwide and for the Swiss financial centre.
Report on international financial and tax matters 2017
|January 2017||Federal Report||Green Economy Dialogue Impulse Group|
The Federal Office for the Environment (FOEN) invited individuals from business, science, society and the public sector to participate in a ‘Green Economy Dialogue Impulse Group’. Among others, the Group identifies an innovative financial sector as necessary to support investments in sustainable products and services and dedicated project partnerships between business and science.
GO FOR IMPACT - Shaping the future of the Swiss Economy
|November 2016||Federal Report||CCSP, south pole group|
|This report "Climate-friendly investment strategies and performance" was commissioned by the Federal Office for the Environment (FOEN).|
|November 2016||Industry Report||Swiss Academy of Sciences|
With input of SSF CEO Sabine Döbeli on the role of insurance and financial services (see page 139).
|September 2016||Industry Report||Swiss Finance Institute|
|July 2016||Federal Report||Swiss Confederation|
|Switzerland's initial steps towards the implementation of the 2030 Agenda for Sustainable Development|
|June 2016||Federal Report||Swiss Federal Office for the Environment (FOEN) with input from various sustainable finance experts|
|May 2016||Industry Report||WWF Switzerland, ShareAction|
|May 2016||Industry Report||Swiss Sustainable Finance, Forum Nachhaltige Geldanlagen (FNG)|
|April 2016||Industry Report||Swiss Sustainable Finance, University of Zurich Center for Microfinance|
|Swiss investments for a better world - The first market survey on investments for development|
|October 2015||Commissioned report||CSSP and south pole group (commissioned by FOEN)|
|May 2015||Federal Report||Swiss Federal Office for the Environment (FOEN) with input from various sustainable finance experts|
|Swiss team input into the UNEP Inquiry: Design of a Sustainable Financial System|
|May 2015||Industry Report||Forum Nachhaltige Geldanlagen (FNG)|
|May 2015||Federal Factsheet||Swiss Federal Office for the Environment (FOEN)|
|High potential for sustainable finance in Switzerland|
|October 2014||Commissioned Report||pwc|
|Overview of the "Green" Swiss Financial Market|
|September 2014||Industry report||Sustainable Finance Geneva|
|May 2014||Industry Report||Forum Nachhaltige Geldanlagen (FNG)|
|Nachhaltige Geldanlagen in der Schweiz|
|October 2013||Industry Report||The Thun Group of Banks|
|UN Guiding Principles on Business and Human Rights - Discussion Paper for Banks on Implications of Principles 16–21|
|May 2013||Industry Report||The Sustainability Forum Zürich (TSF), Sustainable Finance Geneva (SFG)|
|Path to the Sustainable Financial Centre Switzerland – A call to action|
|January 2013||Industry Report||onValues|
|Mapping Sustainable Finance in Switzerland|