Our path to sustainable investing

 

Sustainable Returns through Transformation

At HMTS, we do not view sustainability as a static set of rules, but as a fundamental driver of future viability. Instead of investing in the past, we actively help shape the transformation of the economy. Our goal is to direct capital toward companies that grow within planetary boundaries and offer genuine solutions to global challenges.

Since 2023, we have reinforced this commitment as a signatory of the Principles for Responsible Investment (PRI). By looking beyond short-term market trends, we leverage environmental and social responsibility as a tangible economic success factor to secure the long-term resilience and performance of our portfolios.

Precision in Selection

We base our decisions on facts, not on trends. The data provided by MSCI ESG, combined with internationally recognized standards such as the UN Global Compact and the FNG Label, serves as the reliable foundation for our analysis.

However, data alone is only our starting point. To meet our high standards, we refine these external ratings with our own specifically defined criteria. We subject every company to a critical review and look deliberately beyond standard metrics. Our objective is not merely to track a broad market, but to ensure rigorous selection. We identify companies whose business models are convincing both ethically and economically. The result is an exclusive investment universe of true pioneers for portfolios that consistently combine substance and quality.

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

  • Companies with an ESG rating ≥ BBB
  • 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 sustainability 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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