Bank J. Safra Sarasin Launches Fund Supporting Sustainable Development Goals
Bank J. Safra Sarasin has launched a compelling public equities solution offering investors a way to support the United Nations’ Sustainable Development Goals (SDGs) while also generating long-term returns. The new JSS Sustainable Equity – SDG Opportunities fund invests globally in high-quality companies with strong sustainability practices and creates solutions that contribute to the SDGs.
Adopted by world leaders in a global call for action, the SDGs represent strategic priorities that need to be reached by 2030, aiming at ending poverty, protecting the planet, and ensuring peace and prosperity for all. To achieve these goals, it is estimated that an additional USD 2.5 trillion of annual investments are needed compared to current levels. As a leader in sustainable investing, the Bank is committed to helping close this financing gap through the launch of the new fund.
The JSS Sustainable Equity – SDG Opportunities fund invests with a long-term view, aiming to capture attractive risk-adjusted returns, and its managers are dedicated to creating a meaningful impact by being active and transparent owners. To this end, the fund relies on the Bank’s proprietary “SDG Engine”, which was developed to identify a company’s revenues that positively contribute towards achieving the SDGs.
With over 30 years of experience in sustainability, Bank J. Safra Sarasin’s latest fund offering demonstrates its commitment to building a long-term sustainable future. It also recently launched an ambitious climate pledge aiming for a carbon-neutral outcome by 2035. In August, the Bank was awarded A+, the highest score, by the United Nations-supported Principles of Responsible Investment (PRI), for its overall Sustainability Strategy and Governance.
Jann Breitenmoser, CIIA, Portfolio Manager of the JSS Sustainable Equity – SDG Opportunities fund, said:
"We believe that generating positive outcomes aligned with the SDGs and capturing attractive long-term returns go hand in hand. Besides identifying sustainable companies with strong competitive positions that create economic moats, we will focus on balancing this strategy between well-established mid- & large-caps and promising small niche players. We see this offering as a next step in sustainable investing, providing investors access to a solution that is as close to impact investing as one can get within public equities."
Andrea Weber, CAIA – Sustainable Investment Analyst, commented:
"Turning sustainability challenges such as preserving natural capital, achieving the energy transition, fulfilling basic needs, and empowering people, into market solutions is a powerful driver for innovation and long-term business opportunities. Our proprietary SDG engine not only enables us to identify interesting investment opportunities and integrate SDG information systematically in our investment cases, but also ensures access to transparent and detailed SDG reporting for our clients. We will be active owners by engaging with investee companies on the SDGs and sharing our expertise to foster related industry collaboration.”