Credit Suisse Invest Mandate

Sustainability Mandate
This multi-​asset-class solution offers exposure to sustainability-​related themes. Furthermore, this approach helps mitigate risks and increase transparency, as ESG-​related risks have a measurable effect on market value and the reputation of a business. Through active management, the aim of the Sustainability Mandate is to generate attractive returns by investing along the CS House View while considering ESG values. The Sustainability Mandate integrates the Credit Suisse Sustainable Investment Framework into the investment process steps, creating a state-of-the-art portfolio solution for clients interested in sustainability investing. 

Direct equity strategies
Selection Suisse: The investment philosophy of Selection Suisse aims to generate returns by investing in Swiss quality companies with historically strong and stable earnings that take advantage of the high-quality business environment in Switzerland. The strategy follows a value-based approach to build a highly concentrated portfolio with low turnover. At the same time, it applies the sustainable investment ESG-aware criteria in the investment process steps, creating a sustainable investment solution that adheres to the Credit Suisse Sustainable Investment Framework (SIF).

European Dividend Value / Global Dividend Value: The Dividend Value philosophy is based on the fact that dividend income accounts for a considerable and stable portion of the long-term performance of equity markets. The strategy has followed the same disciplined investment approach since 2003 and integrated a sustainability focus in 2022. It also adapts a value-based approach to build a highly concentrated portfolio with low turnover while taking into consideration ESG value. It applies the sustainable investment ESG-aware criteria into the various steps of the investment process, creating a sustainable investment solution that adheres to the Credit Suisse Sustainable Investment Framework (SIF).

Global Growth: The investment philosophy of Global Growth is based on the fact that above-average growth of revenues and earnings tends to have a positive effect on the stock price development. The strategy seeks to achieve higher returns by investing in companies with the potential to grow earnings and revenues, which are unconstrained by regional boundaries, developing new technologies and services and where earnings are reinvested into the business rather than payed out as high dividends. At the same time, it applies the sustainable investment ESG-aware criteria into the various steps of the investment process, creating a sustainable investment solution that adheres to the Credit Suisse Sustainable Investment Framework (SIF).

Climate Focus Mandate
This multi-asset-class solution offers exposure to climate leaders that are having a positive impact on climate-related issues and human prosperity. The Climate Focus Mandate focuses on five climate themes that seek out opportunities arising from climate change mitigation and adaption. The Climate Focus Mandate integrates the Credit Suisse Sustainable Investment Framework into the investment process steps, creating a state-of-the-art portfolio solution for clients interested in sustainability investing.