Sustainability

As one of Switzerland’s largest independent asset management companies, we see it as our duty to act responsibly as investor, business partner and employer. We believe that corporate responsibility should be part of everything we do, from our own business to the investments we undertake on behalf of our clients. We therefore adhere to the highest industry standards and strive to act in the best interest of our clients and stakeholders at any time.

We are committed to investing our clients’ capital in a responsible way, leading to an enhanced financial performance for the client as well as a positive impact on the environment and society as a whole. We are trying to achieve this by focusing on sustainable long-term value creation as well as an active approach to consider ESG (Environmental, Social, Governance) issues in our investment decisions.

Read more about our approach to sustainability in our Responsible Investment Policy.

Responsible Investment Policy Tareno

UN PRI: PRINCIPLES FOR RESPONSIBLE INVESTMENT

We have signed up to the United Nations Principles for Responsible Investment (PRI). These six principles are based on recognised international conventions aimed at investment companies.

Principle 1

We will be active owners and incorporate ESG issues into our ownership policies and practices.

Principle 2

We will be active owners and incorporate ESG issues into our ownership policies and practices.

Principle 3

We will seek appropriate disclosure on ESG issues by the entities in which we invest.

Principle 4

We will promote acceptance and implementation of the principles within the investment industry.

Principle 5

We will work together to enhance our effectiveness in implementing the principles.

Principle 6

We will each report on our activities and progress towards implementing the principles.

Source: www.unpri.org

CONTROVERSIAL WEAPONS POLICY

Tareno actively meets its responsibility when in comes to controversial weapons.

Controversial weapons include biological, chemical and nuclear weapons, cluster weapons and anti-personnel mines. The use of these types of weapons has serious humanitarian consequences for the civilian population. These devastating effects are felt not only during a conflict, but often years later.

Tareno does not invest in companies that are active in the field of controversial weapons. Within the ESG framework, processes have been established to identify these companies and exclude them from an investment. This decision concerns the funds managed by Tareno as well as all portfolio management mandates. Advisory mandates are not affected by this guideline, however, such restrictions can of course also be implemented for these mandates.

The list of companies to be excluded is updated on a periodic basis with the support of external research providers.