Sustainable investing Reconciling returns and social values

Sustainability is part of our DNA and guides us in everything we do. Our owner, the Princely Family of Liechtenstein, has always been committed to ensuring that future generations are given the best possible conditions in which to thrive. As one of the leading sustainable investing companies, LGT embraces this principle across all of its activities, and offers a broad range of sustainable investing solutions. The offer of our products and services is not available for all investors.

Sustainable investing Making your assets work for you - and benefiting others

Sustainable investing take into account not only financial aspects, but also so-called ESG criteria - factors relating to the environment, society and good corporate or state governance. The aim of sustainable investments is to generate an attractive return while making a positive contribution to society and the environment. If sustainable investing is important to you, we have a number of options that cater to your needs.

If you would prefer to leave all investment decisions to us, we offer a selection of solutions to meet your personal sustainability goals. Our sustainability mandates take substantial sustainability aspects into account when making investment decisions. For example, we prioritize assets that contribute to environmental and social advancement, or that have lower greenhouse gas emissions compared to the benchmarks.

If you would prefer to make your own investment decisions, we can advise you based on your sustainability preferences. Our sustainable investment advisory services place particular emphasis on thematic investments that enable you to take advantage of targeted opportunities in six key areas including climate protection and the circular economy.

When implementing your sustainable investment solutions, we carefully select investment funds as well as direct investments in equities and bonds. These include the sustainable equity and bond investment funds of our partner company LGT Capital Partners, in addition to a wide range of sustainable funds and ETFs from third-party providers.

Our impact investing solutions enable qualified investors to make targeted investments in innovative and high-growth companies that pursue attractive returns with their products and services, while at the same time having a measurable positive impact on society and the environment.

If you wish to deploy your assets in support of sustainable organizations, we can help you achieve the greatest possible impact. Thanks to the assistance we provide to the Princely Family in its philanthropic activities, we have extensive experience, a superb network and proven processes that we can draw on.

How we can make your portfolio more sustainable

Exclusions

For all our investments, we avoid companies that manufacture controversial arms and weapons, extract coal or generate power from coal. The criteria we apply to our sustainable investment solutions are even more stringent. For example, we do not invest in companies that cause environmental damage or that are regarded as corrupt.

Policy on the exclusion of controversial arms and weapons
Policy on the exclusion of coal extraction

ESG integration

In addition to financial factors, we systematically incorporate environmental, social and governance (ESG) criteria into our investment process. This means we assess how sustainably a company operates, and only invest in stocks and bonds if it conducts business in an environmentally and socially responsible manner. This assessment encompasses factors such as CO2 emissions, health and safety standards, and the integration of sustainability goals into the corporate strategy. Government bonds are also screened according to ESG criteria.

Stewardship

Are societal and environmental issues as important to you as financial returns? Are you interested in sustainable investment solutions? We would be happy to advise you.

The LGT Sustainability Rating Transparency at a glance

Private investors are often unaware of the sustainability level of their portfolio because they lack the necessary information. We offer a solution for this: a straightforward sustainability rating that helps you align your portfolio with your sustainability profile. The LGT Sustainability Rating ranges from one star (poor) to five stars (excellent).

Sustainable investments in figures

We were one of the first private banks to focus on sustainable investments and are continuously expanding our sustainable investing activities.

2009
Launch of our first investment funds that prioritized both sustainability and returns.
2017
Introduction of the LGT Sustainability Rating. This has been an integral part of all client custody account statements since 2018.
80%
More than 80% of the funds under management in our Portfolio Management department are geared to sustainability.
57.7 bn
As at year-end 2023, a total of CHF 57.7 billion was invested in assets subject to a positive environmental and/or social screen. This represents 37.4 percent of the total assets we manage.

Portfolio management is one area where we can make a significant contribution to solving environmental and social problems with the help of sustainable investments.

Olivier de Perregaux CEO LGT Private Banking

Explore other investment opportunities The right solution for every investment objective

Sustainable investing pays off not only for your portfolio, but also for the environment and society. We take sustainability into account in various ways across our entire range of products and services. Would you like to know more about the other ways you can invest? You will find a number of exciting solutions here.

You might also be interested in ...

We have touched only briefly on a selection of topics here. If you are looking for more information, you might be interested in the following:

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Sustainable investing Reconciling returns and social values

Sustainable investing Making your assets work for you - and benefiting others

Sustainable portfolio management

Sustainable investment advisory

Sustainability funds

Impact investing

Corporate philanthropy