• Sustainable finance
    Switzerland, as part of the Paris Agreement, has committed to achieving 'zero emissions' levels by 2050. The private sector's contribution is and will be key to delivering on this commitment, creating opportunities for the players involved, with financial intermediaries identified as the players capable of capturing growth opportunities and meeting changing customer expectations.
    This disclosure of Carthesio SA ("Carthesio") is made in accordance with the disclosure requirements for investment managers under the EU Regulation 2019/2088 on sustainability disclosures in the financial services industry ("SFDR"). With the introduction of the SFDR, Carthesio introduces sustainability risks into its investment decision-making process involving both investment strategies and specific investment funds - collective investments ("CI"). The portfolio managers of these strategies and CI  reported to Carthesio's Investment Committee.
    The integration of sustainability risks is then extended to the entire company and, where applicable, declined at the level of each individual CI, which will have its own, specific ESG strategy.
  • Sustainable Investment
    Means an investment in an economic activity that contributes to an environmental objective, as measured, for example, by key resource efficiency indicators on the use of energy, renewable energy, raw materials, water and land, on the production of waste, and greenhouse gas emissions, or on its impact on biodiversity and the circular economy, or an investment in an economic activity that contributes to a social objective, in particular an investment that contributes to tackling inequality or that fosters social cohesion, social integration and labour relations, or an investment in human capital or economically or socially disadvantaged communities, provided that such investments do not significantly harm any of those objectives and that the investee companies follow good governance practices, in particular with respect to sound management structures, employee relations, remuneration of staff and tax compliance.
  • Sustainable Risk
    Means an environmental, social or governance event or condition that, if it occurs, could cause an actual or a potential material negative impact on the value of the investment.
  • In accordance with EU Regulation 2019/2088 on information on sustainability in the financial services sector ("SFDR"), CTH provides information relating to the integration of sustainability risks in investment decisions and advisory processes. This CTH Sustainability Policy has been drawn up according to the principles defined by the rules of conduct, and by all the policies, procedures and information defined at the corporate level and applies to all directors, employees, collaborators in various capacities, commercial and financial partners, consultants, customers and suppliers.
  • The Responsible Investment Principles are part of Carthesio's DNA. Carthesio excludes from its investment universe all companies that systematically violate conventions or agreements ratified by Switzerland and excludes all companies that are not admitted to trading in the jurisdictions of reference of clients and Collective Investment Schemes ("CI") managed by the company. Carthesio delegates the CI and their managers, based on the investment policy in place, to extend the exclusion list on the basis of the individual fund selection criteria. The exclusion lists of the CI are maintained and updated by the managers themselves on the basis of the indications provided in the individual prospectuses.