Ethos products for socially responsible investments

Ethos offers four product lines dedicated to socially responsible investments and to the promotion of sustainability in the finance industry.


Ethos Foundation

the Foundation for Socially Responsible Investment and Active Shareownership

Ethos, Swiss Foundation for Sustainable Development, is composed of Swiss pension funds and institutions. Ethos was founded in 1997 and aims at promoting socially responsible investment (SRI) as well as a stable and prosperous socio-economic environment that safeguards the interests of civil society today and in the future.

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Sustainability at Ethos

Ethos constantly strives to reduce the environmental and climate impact of its activities and to meet the highest standards of corporate governance and social responsibility. More information

This applies in particular to its investment activities, which have a significant impact, but also to its own operational activities.

In the interests of transparency and exemplarity, Ethos publishes an annual sustainability and climate report detailing its approach and the measures taken over the past year to reduce the environmental and climate footprint of its activities. In 2022, Ethos also adopted a climate strategy that should enable it to achieve its goal of zero net CO2 emissions by 2050 at the latest.

Finally, Ethos publishes the sustainability reports of several of the investment funds it offers to its clients. These reports detail the sustainability performance of the funds concerned as well as the active shareholding activities carried out during the year under review.

  • Governance and Sustainability Report 2022 (in French or German)
  • Sustainability Report 2022 of the "Clartan Ethos ESG Europe Smalle & Mid Cap" Fund (in French or German)
  • Sustainability Report 2022 of the "Ethos Swiss Sustainable Equities" fund (in French or German)
  • Sustainability Report 2022 of the "Ethos - Equities Indexed CH Corporate Governance" fund (in French or German)
  • Sustainability Report 2022 of the "Vontobel - Ethos Equities Swiss Mid&Small" fund (in French or German)
  • Sustainability Report 2022 of the "Ethos Sustainable World Ex CH" fund (in French or German)

Ethos’ sustainability indices

Ethos offers two sustainability-focused indices, respectively in Swiss and world equities. These indices capitalise on Ethos’ 25 years of experience in environmental, social and governance (ESG) analysis.

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Ethos Swiss Corporate Governance Index (ESCGI): Sustainability index for Swiss equities

The Ethos Swiss Corporate Governance Index measures the performance of SPI components under the constraint of Corporate Governance best practice. Ethos’ « Eight SRI principles » is the reference for calculating the weighting of companies included in the « Swiss Performance Index (SPI) ». Moreover, the ESCGI index is calculated by SIX Swiss Exchange, which allows Ethos to benefit from the best competencies in the construction of indexes for Swiss equities.

Ethos Index on MSCI World: Sustainability index for world equities

The Ethos Index on MSCI World is offered in collaboration with MSCI and excludes from the traditional index companies where more than 5% of global turnover is realised through activities excluded according to Ethos’ « Eight SRI principles » (principles 2 and 3). These exclusions cover approximately 10% of the traditional index.

Special focus on general meetings

Ethos provides analyses of all items of shareholder meeting agendas of Swiss listed companies. Investors can subscribe to the proxy analyses services, which include access to Ethos' online platform. For the shareholder meetings of Swiss listed companies, Ethos publishes its voting recommendations on its web page 2 working days prior to the date of the general meeting.

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Ethos’ reports include a detailed analysis of each item on the agenda and voting recommendations based on Ethos' Corporate Governance Principles and Proxy Voting Guidelines. Also, the analyses include general information on each company, in particular its Board of Directors and Executive remuneration. The analyses are sent to clients by e-mail, generally at least twelve days prior to the General Meetings. A comprehensive quarterly report provides a summary of all items voted.


Network and recognition

  • Principles for Responsible Investment PRI

    The "Principles for Responsible Investment PRI" have been elaborated by an international group of institutional investors in order to meet increasing concerns of environmental, social and governance (ESG) issues for investment decision-making.

    This process was initiated by the ex-Secretary General of the United Nations Organisation, Kofi Annan. Ethos’ support for these principles is a matter of course insofar as its Charter of 1997 has already largely integrated the principles formulated in 2006. In fact, the Charter stipulates that the Foundation shall integrate environmental and social factors into its investment policy in order to promote sustainable development. Ethos signed the PRI in 2006.

  • B Corp Certification

    Ethos Services received B Corp certification. The label, awarded by the non-profit organization B Lab, attests to the positive social and environmental impact of Ethos on society. It is based on a detailed assessment of the company in five areas: governance, employee policies, customer and community relations, and respect for the environment.

  • United Nations Global Compact

    Ethos is a signatory of the UN Global Compact.

    Signatories commit to implement the ten principles of the Global Compact on human rights, labour, environment and anti-corruption.

  • Institutional Investors Group on Climate Change

    Ethos is a member of the Institutional Investors Group on Climate Change (IIGCC). The IIGCC is the European membership body for investor collaboration on climate change and the voice of investors taking action for a prosperous, low carbon future. IIGCC’s mission is to support and enable the investment community in driving significant and real progress by 2030 towards a net zero and resilient future.

  • ASIP Charter

    Ethos is a signatory of the Charter of the Swiss Association of Pension Funds (ASIP).

  • ICGN Global Stewardship Principles

    Ethos endorses the ICGN Global Stewardship Principles. These Principles set out ICGN's view of best practices in relation to investor stewardship obligations, policies and processes.

  • Guidelines for institutional investors

    Ethos adheres to the “Guidelines for institutional investors governing the exercising of participation rights in public limited companies”.

    These Guidelines describe best practices relating to the exercising of participation rights. These Guidelines describe best practices relating to the exercising of participation rights. The Guidelines were presented on January 21, 2013 in Zurich by representatives of the Swiss businesses, institutional investors and proxy advisors. Ethos participated in the drafting of these principles.