Our path to sustainable investing

 

Our vision of ESG and sustainability

At HMTS, we see sustainability as a fundamental pillar of our corporate actions and our long-term capital investments. We are aware that environmental, social and governance (ESG) risks are becoming increasingly important. As a signatory to the Principles for Responsible Investment (PRI) since 2023, we are proud to join a global network of institutional investors committed to sustainable investing. This step shows that we accept our responsibility and want to play an active role in shaping a sustainable future.

How we integrate sustainability criterias into our funds

We base our selection criteria for sustainable investments on internationally recognized standards. In doing so, we are guided by the UN Global Compact, which serves as a guideline for corporate action in the areas of human rights, labor standards, environmental protection and anti-corruption. We also take into account the FNG seal, which enables a comprehensive and transparent sustainability assessment of financial products. To go beyond these standards and meet our own requirements, we have also defined additional criteria of our own. These supplement and deepen the existing guidelines and define our investable investment universe. In doing so, we have access to approximately 80% of the investment opportunities of the originally selected universe. We obtain the sustainability data from our renowned ESG rating partner MSCI ESG.

Our investment universe

UN Global Compact

  • Violations of human rights
  • Violations of labor rights
  • Violations against environmental protection
  • Violations against corruption & balance sheet manipulation
  • Competition violations, money laundering, tax evasion

FNG Seal

  • Companies that produce/process oil (revenue tolerance 10%)
  • Companies that use processes to extract and/or process oil sands and/or manufacture and/or apply fracking technologies (revenue tolerance 5%)
  • Entrepreneurs who mine coal and uranium (revenue tolerance 5%) or convert it into electricity (revenue tolerance 5% for coal)
  • Manufacturer of essential components for nuclear power plants (revenue tolerance 5%)
  • Manufacturers of firearms and conventional and controversial armaments (revenue tolerance 5%)
  • Nuclear weapons manufacturer
  • Tobacco¬†products manufacturer

HMTS own criteria

  • Controversial gambling/betting (revenue tolerance 5%)
  • Producers of video games glorifying violence (revenue tolerance 5%)
  • Pesticide manufacturer (revenue tolerance 5%)
  • Pornography producer
  • Producers (revenue tolerance 5%), traders and/or users (revenue tolerance 10%) of genetically modified organisms
  • Fur manufacturer / trader
  • Animal testing not required by law
  • Companies with biodiversity controversies
  • Companies with land use controversies
  • Companies with controversies regarding water consumption and withdrawal
  • Palm oil producer (revenue tolerance 5%)

* Please note that the potential investment pool is presented as a percentage of the full selected investment universe. Given the growing commitment of many companies to ESG issues, it is likely that our investment universe will tend to grow larger in the future and the investments that are excluded will be correspondingly smaller.

General Information: We do not invest in companies that manufacture controversial weapons with any of our funds. For more information, please contact us at info@hmts.ch.

Contact information

Bahnhofstrasse 84
CH-8001 Zurich
+41 (0) 44 244 84 90
info@hmts.ch

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