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Investing in what matters to you - the future is in our hands
Responsible wealth management is about protecting, growing, and passing wealth on to the next generation, while addressing today’s global challenges. It is therefore at the heart of Julius Baer’s holistic sustainability strategy.
How can I make my investments matter?
By adopting approaches that integrate sustainability, you can make a real difference in the world. We want to empower you to have a positive impact on the environment or society through your investments, and will accompany you every step of the way.
Download our Earth Matters Report
We are at a critical juncture when it comes to investing in Planet Earth. This special report looks at addressing the overuse of natural resources, one of the key themes of Julius Baer’s impact investing approach, and shares the experiences, knowledge, and expertise of industry leaders.
You can make a difference with your investments. To download the Earth Matters special report, please enter your e-mail address below and you will receive a download link via e-mail.
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What are the benefits?
In addition to aligning your investments with your values, integrating sustainability more directly into the investment process improves risk management and helps identify sector leaders.
Also, attractive returns and investing for a better world are by no means mutually exclusive. On the contrary, investing sustainably makes good business sense. For example, during the pandemic, companies with strong environmental, social, and governance practices have proven more resilient and their balance sheets have been more stable than those of their less sustainability-oriented counterparts.
How can I get involved?
Every client’s sustainability journey is unique. But the point of departure is the same for everyone: what matters to you. Your sustainability journey therefore begins with defining your personal values and ambitions.
The next step is implementation. At Julius Baer, we offer the full range of responsible wealth management approaches for you to choose from. These include taking environmental, social, and governance (ESG) factors into consideration when making investment decisions, specifically identifying and investing in ESG leaders, or making investments that intentionally seek to have a concrete and measurable social or environmental impact. In addition, we can help you to engage philanthropically and create a legacy for future generations.
Whatever your preferred approach, we offer a comprehensive ecosystem of services that encompasses products and solutions as well as transparent portfolio reporting, networking opportunities, and thought leadership.