Bank J. Safra Sarasin AG

01/27/2021 | Press release | Distributed by Public on 01/27/2021 01:39

JSS Sustainable Asset Management Launches New Climate Strategy

27.01.2021

A global solution for a global challenge

JSS Sustainable Asset Management is pleased to launch a new climate investment strategy that taps into the vast opportunities arising from the global transition to a low-carbon future. The JSS Sustainable Equity - Global Climate 2035 fund aims to fully harness the power of the climate revolution, and is aligned with JSS Sustainable Asset Management's ambitions to become carbon-neutral by 2035.

In this inevitable shift towards cleaner societies and economies, there will be many winners and losers. As investors, it is crucial to ensure that one's portfolios are 'future-proof' - meaning they are able to not only withstand disruptions caused by the energy transition, but are also well-positioned to benefit from investing in climate-related transformational trends.

The JSS Sustainable Equity - Global Climate 2035 fund invests globally in: Green Champions - companies with innovative solutions that enable the reduction of carbon emissions, as well as Climate Pledgers - companies that are cutting their own emissions and are already on a trajectory aligned with the Paris Agreement's goal of limiting global warming to below 2°C. Overall, the portfolio aims to have a trajectory that is lower than 2°C, a minimum of 20% of 'green' revenues, while avoiding investments in stranded assets.

The distinctive investment strategy benefits from JSS Sustainable Asset Management's longstanding sustainable investing expertise, as well as a proprietary Climate Engine. The framework, developed in-house, employs a forward-looking approach to project a company's climate temperature scenario path, as well as to evaluate a company's revenue exposure to green solutions. This combination allows the Fund to identify companies that are well-placed to gain from long-term structural trends, and helps it to build solid investment cases.

The JSS Sustainable Equity - Global Climate 2035 fund is evolved from and builds on the success of the existing Sustainable Equity Global strategy. The Fund is managed by Andreas Nigg, Barbara Janosi and Alban Cousin, three experienced investment professionals with long track records in the industry.

Oliver Cartade, Head of Asset Management & Institutional Clients Division, commented:

'We all have a shared responsibility towards building a balanced and sustainable world for the future. With this new investment strategy, we are able to offer attractive risk adjusted returns, while at the same time contributing to the significantly lower carbon footprint, which is required in order to reach the long-term goal of the Paris Climate Agreement.'

Philipp Bärtschi, Chief Investment Officer, said:

'I am very proud that we have developed a new climate strategy within Asset Management and are now ready to launch it. Thanks to our experienced investment team with its active and high conviction approach, we know what it takes to identify the winners arising from the global transition to a low-carbon future. For us, the new climate strategy is a great opportunity to create better returns, while simultaneously looking after the world we live in.'