Ethos and Raiffeisen decided to cooperate in connection with various investment products, starting with the Raiffeisen Pension Invest Futura 50 Fund. In that case, shareholder voting rights will be exercised in accordance with Ethos' recommendations for Swiss companies.
Raiffeisen, the third largest banking group in Switzerland, has for several years enabled its clients to invest in funds managed according to the concept of sustainable development. In this range of products, the Pension Invest Futura 50 Fund is the first to combine sustainable management with voting rights. To that end, Raiffeisen has brought together the expertise of Ethos in the exercise of shareholder voting rights and the know-how of Zurich consultant INrate SA in integrating environmental and social criteria into management.
The Pension Invest Futura 50 Fund meets the investment guidelines for social security institutions and invests worldwide in the shares, bonds and money market securities of major corporations meeting strict sustainable development criteria. The fund has two segments. Class A investments are open to all investors, whereas class I is reserved for clients wishing to invest in the Raiffeisen foundation for retirement savings, which entitles them to benefit from the tax advantages provided for by Swiss law.
Ethos and Raiffeisen: shared values
Ethos aims to promote sustainability in investment. Its approach perfectly matches the values of the Raiffeisen group. Organized as a cooperative, the Raiffeisen group comprises 1.6 million members, who are co-owners of their local bank. The form of cooperation introduced by Raiffeisen and Ethos not only brings together the greatest competence in the field, it also represents their shared values.
