Sustainable Investment Philosophy
- Long-term thinking is the main condition for real and lasting economic success.
- Investing in businesses that provide the right solutions for the future, while avoiding companies that fail to address future challenges.
- Incorporating a sustainability mindset at all times increases the quality of our analysis and raises the level of our insights.
- Integrating all aspects of sustainability into the investment process leads to better outcomes by reducing risks and harnessing long-term opportunities.
SFDR and Article 8/9 Funds
As a leading provider of sustainable investment solutions, J. Safra Sarasin Sustainable Asset Management is dedicated to continuously developing its offering, adapting to both clients' needs and sustainability's changing landscape.
On March 10 2021, the EU regulation on sustainability-related disclosures in the financial services sector came into force. The Sustainable Finance Disclosure Regulation (SFDR) aims to increase the transparency of sustainability considerations by requiring financial institutions to disclose sustainability-related information at both an entity and product level.
Funds classified according to Article 8 of the SFDR promote environmental and/or social characteristics, while funds classified according to Article 9 additionally have sustainable investment objectives.
All of J. Safra Sarasin's EU sustainable funds are classified under Article 8. In addition, we have four funds that are classified under Article 9.
Learn more about SFDR and our Article 8/9 Funds.