Ethos Funds and BCV Asset Management have launched the Ethos Swiss Sustainable Equities investment fund.
The fund, intended for both private and institutional investors, currently has CHF 160 million in assets under management. In the partnership, Ethos analyses companies based on ESG criteria and exercises the fund’s voting rights at shareholders’ meetings. BCV’s Asset Management department builds the portfolio taking Ethos’ ratings into account, and conducts financial and risk analyses.
Under the partnership the assets of five other Ethos funds – two equity funds, two bond funds, and one asset allocation fund – will be transferred to BCV by the end of March 2021.