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Julius Baer to become the first reference client of Morningstar’s new ESG fund scores




As a signatory of the Principles of Responsible Investment (PRI), we actively promote the acceptance of responsible investment within the wealth management industry. Julius Baer will be the incubator and first reference client of Morningstar’s soon-to-be-launched Environmental, Social and Governance (ESG) scores for funds, scheduled for later this year.

On 13 August 2015, Morningstar announced its plan to launch ESG scores for funds, citing Julius Baer as the first client. Our Fund Solutions team will integrate Morningstar’s ESG fund scores into its fund due diligence process, and the Julius Baer Responsible Investment Fund Rating will soon become available to our clients.

Julius Baer considers ESG as additional responsible investment criteria during the investment selection process, and applies this complementary layer to all our investments. Full integration of ESG criteria distinguishes us from our global peers, puts us ahead of them and provides an extra brake that helps us avoid large losses.

The MSCI ESG Ratings and the MSCI ESG Impact Monitor form part of our research reports and marketing materials for equities and fixed income investments.