In 2014, as part of our commitment to advance the integration of sustainability considerations into our business operations, Julius Baer became a signatory of the UN supported Principles for Responsible Investment (PRI) and joined the Swiss Sustainable Finance association.

As a first step, we established an integrated framework of environmental, social, and governance (ESG) criteria as part of our research offering. We are in the process of applying this framework to our discretionary portfolio management and investment advisory activities.

We deliver a report on our activities to the PRI on an annual basis, with the first submission taking place in March 2016.

In line with international conventions, Julius Baer recognises the manufacture of controversial weapons1 as a violation of the fundamental humanitarian principles. This issue is therefore addressed in a group-wide policy and a blacklist of controversial weapon producers with associated comprehensive monitoring processes across all divisions.

1Nuclear and bio-chemical weapons, landmines, and cluster bombs