• Novartis AGM: Ethos calls for binding vote on sustainability report

    The agenda for the annual meeting 2024 of Novartis contains an unpleasant surprise for shareholders: the vote on the sustainability report, which is mandatory for Swiss listed companies as of this year, will be consultative rather than binding. For Ethos, this decision is contrary to the spirit of the law and the interests of shareholders. Another issue: executive remuneration is on the rise again.
  • "Echos": the podcast sponsored by the Ethos Foundation

    Produced by the independent production company "NousProd", this series of 12 episodes immerses us in two decades of questions, debates and developments on the challenges of sustainable finance. Listen now to the first episode, "Money, money, money", dedicated to the remuneration of top executives.
  • Climate reporting: Ethos solutions

    Thanks to the new reporting solutions offered by Ethos, investors can now quickly and easily produce sustainability reports that meet the latest transparency requirements, starting with the ASIP recommendations.
  • Climate:
    Ethos co-files shareholder resolution at Shell

    The Ethos Foundation and several of its members are among the co-filers of a shareholder resolution demanding that the oil company align its climate targets with the objectives of the Paris Agreement. The resolution, which was coordinated by Follow This, will be put to a shareholder vote at the 2024 Annual General Meeting in May.
  • Ethos publishes its proxy voting guidelines 2024

    This new edition sets out Ethos' expectations regarding the sustainability reports of companies listed in Switzerland, which will have to be submitted to a shareholder vote from the 2024 AGM season onwards. It also reinforces Ethos' demands on the chairperson of the boards of companies with high CO2 emissions.

A Swiss foundation for
a sustainable development

The Ethos Foundation was created by and for Swiss pension funds, with the aim of enabling them to invest sustainably and responsibly.

Ethos Services, the operational arm of the Ethos Group, has developed a range of services entirely dedicated to socially responsible investment (SRI). These include sustainable investment funds and stock market indices, as well as a whole range of active ownership tools that enable investors, both institutional and private, to use their shareholder rights to encourage the companies they co-own to improve their environmental, social and governance (ESG) practices.

Sustainable funds & indices

Ethos Services offers sustainable investment funds and stock market indices dedicated to governance.

Ethos offers its clients sustainable investment funds (equities, bonds, balanced) that are actively managed by partner banks, enabling them to invest according to a range of ESG criteria in addition to traditional financial criteria. At the same time, Ethos offers stock market indices dedicated to good governance, which reduce the weighting of, and therefore exposure to, companies that represent a risk in this area.

Services dedicated to active & responsible ownership

Proxy voting

The exercise of voting rights is a tool of choice for shareholders who wish to defend their interests over the long term and influence the companies in which they are co-owners.

Every year, Ethos issues voting recommendations for over 200 general meetings in Switzerland and 500 abroad. Ethos' analyses contain a detailed review of each item on the agenda, with voting recommendations based on Ethos' corporate governance principles and voting guidelines, which are reviewed and updated every year. They also present a range of information on the company in question, in particular regarding the composition of its board of directors and the remuneration of the governing bodies.

Company dialogue

Ethos' shareholder dialogue aims to encourage companies to improve their environmental, social and governance practices.

By grouping together in engagement pools such as those proposed by Ethos, and by taking part in collective engagement initiatives, investors have greater clout and therefore greater power of influence when it comes to discussions with the management bodies of the companies of which they are co-owners. For Ethos, the objective of shareholder dialogue is always to sustainably increase a company's value for its shareholders and all its stakeholders.

Sustainability analyses

Implementing sustainable and responsible management means taking into account companies' ESG criteria in investment strategies, as well as taking climate issues into account.

Ethos offers over 2'000 ESG analyses and ratings of listed companies and bond issuers. Swiss-listed companies included in the SPI index, companies included in the MSCI World ex-CH and MSCI EM indices, and issuers included in the Swiss Bond Index AAA-BBB are part of the analysis universe.

Climate analysis & reporting

The "Ethos climate transition ratings" methodology assesses the credibility of companies' climate transition plans and the impact of climate change on their activities.

For institutional investors, it's a way of measuring the alignment of their portfolios with climate objectives, and monitoring the exposure of their investments to climate risks. Thanks to this methodology, they also have a tool for engaging companies on climate issues. Finally, this methodology complements the reporting solutions offered by Ethos, whether for proxy voting services or engagement.

Training

Ethos offers several training modules on sustainability and socially responsible investment.

The Ethos Foundation offers pension fund representatives (boards of trustees, management and investment committees) the opportunity to deepen their knowledge of socially responsible investment and sustainable finance. The modular organisation of the course enables participants to acquire content at their own pace, according to their needs and prior knowledge.

Proxy voting

The exercise of voting rights is a tool of choice for shareholders who wish to defend their interests over the long term and influence the companies in which they are co-owners.

Every year, Ethos issues voting recommendations for over 200 general meetings in Switzerland and 500 abroad. Ethos' analyses contain a detailed review of each item on the agenda, with voting recommendations based on Ethos' corporate governance principles and voting guidelines, which are reviewed and updated every year. They also present a range of information on the company in question, in particular regarding the composition of its board of directors and the remuneration of the governing bodies.

Company dialogue

Ethos' shareholder dialogue aims to encourage companies to improve their environmental, social and governance practices.

By grouping together in engagement pools such as those proposed by Ethos, and by taking part in collective engagement initiatives, investors have greater clout and therefore greater power of influence when it comes to discussions with the management bodies of the companies of which they are co-owners. For Ethos, the objective of shareholder dialogue is always to sustainably increase a company's value for its shareholders and all its stakeholders.

Sustainability analyses

Implementing sustainable and responsible management means taking into account companies' ESG criteria in investment strategies, as well as taking climate issues into account.

Ethos offers over 2'000 ESG analyses and ratings of listed companies and bond issuers. Swiss-listed companies included in the SPI index, companies included in the MSCI World ex-CH and MSCI EM indices, and issuers included in the Swiss Bond Index AAA-BBB are part of the analysis universe.

Climate analysis & reporting

The "Ethos climate transition ratings" methodology assesses the credibility of companies' climate transition plans and the impact of climate change on their activities.

For institutional investors, it's a way of measuring the alignment of their portfolios with climate objectives, and monitoring the exposure of their investments to climate risks. Thanks to this methodology, they also have a tool for engaging companies on climate issues. Finally, this methodology complements the reporting solutions offered by Ethos, whether for proxy voting services or engagement.

Training

Ethos offers several training modules on sustainability and socially responsible investment.

The Ethos Foundation offers pension fund representatives (boards of trustees, management and investment committees) the opportunity to deepen their knowledge of socially responsible investment and sustainable finance. The modular organisation of the course enables participants to acquire content at their own pace, according to their needs and prior knowledge.

News & publications

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