Sustainable finance
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Environmental, social, and governance (ESG) criteria
ESG criteria are a set of standards for a company’s operations that socially conscious investors may use to screen potential investments...
ESG-risk investments
Investment instruments that severely violate certain ESG factors (e.g. human rights). Such investments are excluded...
Traditional investments
Investment instruments that do not meet the criteria for being ‘sustainable’ or ‘responsible’. ‘Traditional’ investing refers to the act of investing capital in financial products...
Responsible investments
Investment instruments that meet all the standards that are defined as ‘not causing significant harm’ but that do not meet the criteria to be ‘sustainable’...
Sustainable investments
Investment instruments with the highest ESG standards, and thus the highest Julius Baer ESG scores, with some leeway for Next Generation leaders in themes...
Environment
Julius Baer Climate Score: addresses greenhouse gas emissions and a company’s exposure to the shift towards a net-zero-emissions world...
Social
Julius Baer Human Capital Score: measures human capital development opportunities and employee conditions, including diversity and inclusion, harassment prevention...
Governance
Julius Baer Governance Score: measures the business behaviour of a company and covers topics such as: a) exposure to fraud and corruption, b) board structures and...
European Green Deal
The European Union (EU) pioneered efforts for sustainable development with the launch of the Green Deal. In 2019, all EU member states agreed on an overarching sustainability framework...
European Union’s new Taxonomy Regulation
The EU’s Taxonomy Regulation, which entered into force in July 2020, is designed to support the transformation of the EU economy to meet its Green Deal objectives...
Sustainable Finance Disclosure Regulation
The EU Sustainable Finance Disclosure Regulation (SFDR) is a set of EU rules that aims to make the sustainability profile of selected financial products (e.g. funds) more comparable...
SFDR classifications
Investment instruments categorised as an ‘ESG risk’ are excluded from all discretionary mandates and funds managed by Julius Baer. ESG-risk investments are also excluded from the Julius Baer...
United Nations Principles for Responsible Investment
The UN Principles for Responsible Investment (PRI) are an initiative to promote the incorporation of environmental, social, and corporate governance (ESG) factors into investment decision-making...
United Nations Principles for Responsible Banking
The UN Principles for Responsible Banking (PRBs) are a unique framework for ensuring that signatory banks’ strategy and practice align with the vision society has set out for its future...
The Paris Agreement
The Paris Agreement, often referred to as the Paris Accords or the Paris Climate Accords, is an international treaty on climate change, adopted in 2015. It is the first international treaty that sets concrete goals for tackling...
The United Nations 17 Sustainable Development Goals
The Sustainable Development Goals (SDGs), or Global Goals, are a collection of 17 interlinked global goals that were adopted by all United Nations member states in 2015. They are designed to be...
