Switzerland
Switzerland is one of the leading countries for SRI in Europe. Swiss banks were among the first to offer SRI and to develop the necessary expertise. Consequently it was a Swiss company - the Swiss SAM Sustainability Group - that made a big step towards a broader perception of sustainable investments and formed together with Dow Jones Index the Dow Jones Sustainability Index. Compared to German or Austrian standards, Swiss SRI retail-funds have high volumes.
Some facts about the Swiss market:
- SRI Market Size: 2,9 billion Euros
- SRI Institutional Market Size: 3 billion Euros
- Assets managed by SRI retail-funds of Swiss origin: 1,9 billion Euros
- Average size of Swiss SRI retail-funds: 77,95 million Euros
- Influential actors: financial services providers
- Leading Strategies: positive and negative screening
- Number of funds: total 44 – 25 of Swiss origin
- Legal Milestones: 2002 disclosure regulation on active share ownership of pension funds
- SIF (yes/no): Yes, Sustainable Investment Forum FNG since 2001
For more information on SRI in German speaking countries please visit: www.forum-ng.de
