Skip to content

Awards & Labels



Logo: Best Boutique Private Bank in the World
2019 Award Winner:
"World's Best Private Bank
for Social Responsibility"

"World's Best Private Bank for Social Responsibility" by Global Finance

In 2019, Bank J. Safra Sarasin received the "World's Best Private Bank for Social Responsibility" award from Global Finance. It selects the World’s Best Private Banks with the “wealth management teams that are responding most effectively to the mix of challenges and opportunity that characterizes private banking at the start of the 21st century.”
logo_transparent

Transparency logo for sustainability funds

Bank J. Safra Sarasin’s sustainability funds bear the European Transparency Logo for Sustainability Funds. This label is awarded to the signatories of the European Transparency Code for Sustainability Funds and is intended to enable investors to determine quickly and reliably whether detailed information on the sustainable investment strategy of an investment product is available, and where to find it. The transparency code and transparency logo make the investment strategy of a fund easier to understand for both the general public and also other interested groups such as asset managers and rating agencies.
iib_logo

Investment Innovation Benchmark (IIB)

Bank J. Safra Sarasin was awarded by the IIB for its innovative ESG integration process “as an innovative process to construct ESG-focused equity universes using a data-driven calculation engine and the largest sustainable investment analyst team in Europe” (IIB 2016). The Investment Innovation Benchmark project aims to enhance the incentives for innovation among investment professionals and thereby induce the regenerative functions of financial markets to create a more sustainable financial system for the beneficiaries of pension funds and anyone else.
global_10_dec_global_fin1.jpg   global_10_dec_peer_r.jpg

MSCI Fund ESG Quality Score

The MSCI ESG Fund Quality Score measures the overall ESG quality (for example of the holdings of mutual funds) as measured by the ability of constituent companies to manage medium- to long-term risks and opportunities arising from ESG exposures. It assesses funds on a scale from 0 to 10. A score of 10 reflects underlying holdings that rank best-in-class globally based on their exposure to and management of ESG risks and opportunities. A score of 0 reflects holdings that generally rank worst in class globally based on their exposure to similar factors. Since inception in 2016, numerous flagship strategies of Bank J. Safra Sarasin were ranked in the top 10% of funds globally on the basis of their ESG credentials, even more strategies were ranked in the top 10% of their fund peer group.
fng_webbilder_siegelauszeichung_de_web_final.jpg

Forum Nachhaltige Geldanlagen (FNG) Seal

Bank J. Safra Sarasin provides its sustainable investment methodology and investment universe to one of its partner firms. We were therefore very pleased that the advised fund obtained this coveted label.
österrfondspreis2016_jss-globalsar-balanced(chf)-p-dist_querformat.jpg

AUSTRIAN FONDSPREIS 2016 for Bank J. Safra Sarasin Sustainable Equity Water Fund

The AUSTRIAN FONDSPREIS 2016 was awarded to the J. Safra Sarasin Sustainable Water Fund EUR P dist in the category Sustainable Investment. The fund was rated as having “Outstanding” investment results by the independent testers of FONDS professionell and its media partner Die Presse.
dtfondspreis_2016_jss-globalsar-balanced_querformat_web.jpg

DEUTSCHER FONDSPREIS 2016 for Bank J. Safra Sarasin Sustainable Equity Water Fund

The DEUTSCHER FONDSPREIS 2016 was awarded to the J. Safra Sarasin Sustainable Water Fund EUR P dist in the category Sustainable Investment. The fund was rated as having outstanding investment results by the independent testers of FONDS professionell and its media partner Frankfurter Allgemeine Zeitung.