Asteria funds – People Impact Global Equities
Empower people for a more inclusive and equal society. These strategies focus on economic activities promoting human well-being and social needs such as access to basic goods and health, financial inclusion, education and reduce inequalities.
Asteria funds – Planet Impact Global Equities
Protect the planet by promoting a low carbon economy and sustainable resource management. Planet strategies focus on activities such as CO2 emission reduction, renewable energy, circular economy, water treatment, waste reduction and biodiversity.
Asteria funds – Climate Bonds
Active impact and credit conviction by investing across global investment grade markets by selecting impactful green bonds and corporate issuers; that contribute to a positive and measurable impact in financing the climate transition and a sustainable planet.
We invest profitably for improving livelihoods in developing countries and thus support inclusive growth. Our institutional, governmental and individual clients benefit from bespoke portfolios tailored to their needs.
TAILOR MADE SOLUTIONS
Whether you are an institutional asset manager, a foundation, family office or individual investor, we offer a range of tailored options covering listed equities, private equity, private debt and fixed income impact investment solutions to suit your needs.
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Shall the costs of sustainable investment solutions be a barrier for institutional investors?
Pension Funds Blog by Guido Bolliger Management and investment costs are supported by pension funds’ beneficiaries. The 2022 Swisscanto Pension Fund Study estimates the investment costs to average 0.5% in Switzerland. There is an ongoing debate about the potential additional investment costs of sustainable investment solutions. What factors may explain a cost difference between sustainable
The riskiness of green investing
by Guido Bolliger 25 May 2023 In Switzerland, the fiduciary duties that apply to pension funds include sufficient return, sufficient liquidity, risk diversification, and investment risk. With the raising importance of “green investing”, pension fund trustees have thus the task of assessing the risk of sustainable investment products. Portfolio diversification Regarding risk diversification, liquid sustainable
Where Does Pension Funds’ Fear of Greenwashing Come From?
Author: Guido Bolliger, CIO 17 May 2023 Ajax washes whiter but ESG does not always wash greener (yet)! ESG and sustainable finance markets are soaring and so are probes against asset managers for overstating their ESG practices. This overstatement is named greenwashing. It has caused some investors to question the ability of finance to contribute
2023 EHL Sustainable Investing Forum
6 June 2023, EHL Campus Lausanne Bringing together leading academic researchers and practitioners searching for robust approaches to pursue a sustainable investment strategy.
Can investors justify their reluctance to reduce emissions by poor data quality?
Pension Funds blog by Guido Bolliger If investors want to measure if they achieved their KPIs in terms of durability or assess their exposure to climate risk, they need clean and reliable data. Berg, Kölbel, and Rigobon (2022) investigate the level of correlation between ESG-ratings provided by different agencies. They show that their cross-sectional correlations
The implementation of climate objectives by investor
Pension Funds Blog by Guido Bolliger, CIO In the recent climate survey carried out among 300 institutional and wholesale investors by Robecco, 51% of respondents say that the energy crisis has reinforced the importance of moving away from fossil fuels and towards renewable energy. The same survey shows that the proportion of investors who have
Can pension funds contribute to the climate transition whilst filling their fiduciary duty?
Pension Funds blog by Guido Bolliger, CIO 21 April 2023 The fiduciary duties that apply to pension funds when investing assets include security of the investment, risk diversification, sufficient return to match their liabilities, and the avoidance of liquidity mismatches. During the last few years, the actions of both regulators and umbrella associations (e.g. ASIP
Pension Symposium 2023
sponsored by Asteria Obviam 14-15 June 2023 The Pension Symposium is the meeting place for all important decision-makers in the 2nd pillar. As one of the main sponsor of this year’s symposium, we are looking forward to the numerous opportunities for exchange and will be happy to meet you personally at our stand No. 112.
Feeling less dizzy: Bond yield breakeven(s)
Impact Credit Insights by Luca Manera, Investment Manager 12 April 2023 The first quarter of 2023 will be on the record books, as markets have been on a rollercoaster ride driven by a surge in volatility. January kicked off with a record start for European equities and a continued rally in credit, by February the
Climate change & gender equality: A call to action
Author: Natacha Guerdat, Head of Research 31 March 2023 Mobilizing women will be necessary in order to mobilize climate solutions and foster a just transition. Why should we add a gender lens in climate investing decisions? Reaching gender equality and fighting climate change share a couple of unfortunate commonalities. They both affect vulnerable communities and
Opportunities in biodiversity investing
by Natacha Guerdat, Head of Research 21 March 2023 Wealth creation is highly dependent on a healthy ecosystem. Additionally, the goal of keeping temperature rise under 1.5 degrees is unlikely if biodiversity is not addressed. The topic of nature is moving up the investor agenda as awareness grows about the risks that biodiversity loss poses
Biodiversity data sourcing and measurement
by Natacha Guerdat, Head of Research 14 March 2023 In order to factor nature and biodiversity into business and financial decisions, we need frameworks to understand how our production practices should transition. The 15th United Nations Biodiversity Conference held in Montreal late December, saw the adoption of the Kunming-Montreal Global Biodiversity Framework (GBF) sending a
How to integrate biodiversity into your investment decisions?
by Natacha Guerdat, Head of Research 28 February 2023 Economic growth is driven by income generated by produced capital, human capital, and natural capital. We have made progress on understanding how to efficiently manage production processes, human resources but not natural capital. All economic activities depend more or less on ecosystem services, certain can cause
Impact credit insights
Deeper into inversion, preparing for a steepening Author: Luca Manera, CFA, Investment Manager Geneva, 27 February 2023 In 2022, the FED embarked on the fastest hiking cycle to battle soaring inflation as it peaked towards 10%. The persistence in core-CPI, the tightest labour market and record high wage growth has forced the FED to increase
Biodiversity-related targets: the next environmental challenge for business
Geneva, February 13th, 2023 Author: Dries Cornilly, CAIA, Investment Manager, Asteria Obviam It is human nature to overestimate one’s capabilities and underestimate the time required to finish a project. The difficulties only increase when complexity is added, rendering planning extremely fragile. Of the 20 targets set in 2010 by the UN’s Convention on Biological Diversity