EFG Asset Management differentiates itself in the ESG investing landscape with a rigorous, transparent approach. Senior Portfolio Manager Melanie Beyeler emphasizes sustainable finance as a long-term shift in capital management. EFG integrates ESG factors alongside traditional financial analysis to manage risks and identify opportunities across all investments.
EFG views ESG as a lens that enhances investment decisions and aligns capital with client values and societal shifts. Beyeler highlights the focus on delivering attractive long-term returns while supporting broader sustainability goals. The bank uses the Global Responsible Investment Platform (GRIP) to evaluate ESG factors and construct resilient, forward-looking portfolios.
Client appetite for ESG investing is rising, driven by generational wealth transfer. Beyeler notes over 60% of investors show increased interest in sustainable investing. To meet client priorities, EFG expands its sustainable investing offerings with thematic strategies like clean energy and gender equality, keeping pace with changing client expectations.
Regulatory scrutiny on ESG investing is increasing, prompting Swiss private banks like EFG to enhance transparency and governance standards. The sector is aligning with voluntary Swiss Climate Scores and improving ESG disclosures. Collaborative initiatives aim to deepen sustainability integration among banks for more sustainable investments.
EFG sees sustainability as a secular trend shaping the future of wealth management. Beyeler emphasizes the lasting impact of climate change on the global economy. Sustainability is core to advising clients, building portfolios, and managing risks. EFG invests in employee training and engagement to remain a preferred financial partner for clients.
EFG’s commitment to sustainability extends beyond investment strategy to corporate culture and employee engagement. Initiatives like partnering with Team Malizia for ocean conservation raise awareness among employees. EFG invests in training to deepen ESG expertise across teams and actively fosters employee engagement to remain a trusted financial partner.
In a rapidly evolving ESG landscape, EFG prioritizes long-term commitment over short-term compliance. Beyeler and her team believe sustainability is about building trust and resilience for the future, steering capital toward a sustainable future.
Read more at Yahoo Finance: Steering capital toward a sustainable future