ESG Competence Center

Analysis & consulting, investment solutions and on-demand services. The Picard Angst ESG Competence Center supports institutional investors and financial service providers with individual ESG investment solutions and services. From strategy and optimisation to taking on the ESG office.

Approach Examples Services Solutions


A modular, scalable ESG approach

The Picard Angst ESG Competence Center’s expertise allows you to simply and flexibly combine your individual investment strategy with the ESG strategy to support your success. The result can be obtained as a mandate, product or service. You choose the modules. We ensure that they are implemented successfully.


Picard Angst ESG+ Overlay

The Picard Angst ESG+ overlay focuses on optimising a portfolio’s sustainability profile through the systematic, risk-optimised integration of ESG criteria while simultaneously ensuring a controlled tracking error compared to the underlying benchmark.


Picard Angst ESG+

Picard Angst World ESG+

Picard Angst ESG+

The Picard Angst SPI ESG+ Overlay gives you the benefit of an improved ESG profile and higher yields with a comparable exposure to risk.



ESG Score
The ESG score measures the portfolio’s medium to long-term ability to manage the most significant risks and opportunities resulting from environmental, social and governance factors. It is based on the MSCI ESG ratings and is measured on a scale from 0 to 10 (0 being the worst).

+4%


Carbon Footprint
The carbon footprint meaures involvement with carbon-intensive companies. It is based on MSCI carbon metrics and is calculated as a portfolio-weighted average of the companies’ carbon intensity. Carbon risk is classified according to the following categories: very low (0 to <15), low (15 to <70), moderate (70 to <250), high (250 to <525) and very high (>=525)

-70%


Revenue
Impact
Revenue impact measures the percentage of revenue derived from products and services that contribute to solving the world’s biggest social and environmental challenges. These include basic needs, empowerment, climate change and resources. The calculation is based on the MCSI Sustainable Impact methodology.

+/-0%


Temperature
The temperature target shows the extent to which the portfolio contributes to global warming or reduces the likelihood of achieving the 2-degree target by 2050. The rating is based on the MCSI methodology.

-0.3°



Performance
Shows the performance difference p.a. since launch between the strategy and the benchmark index.

+0.79%

Volatility
Shows fluctuations in the financial market.

15%

Tracking error
Deviation between the performance of the strategy and the benchmark.

0.8

Sharpe Ratio
Shows the excess return over the risk-free interest rate in relation to volatility.

0.67



Simulated data 30.09.2014 – 31.12.2019 and live data from 1.1.2020 to 31.12.2021
Source: Bloomberg, MSCI

Picard Angst World ESG+

The Picard Angst World ESG+ Overlay gives you the benefit of an improved ESG profile and higher yields with a comparable exposure to risk.



ESG Score
The ESG score measures the portfolio’s medium to long-term ability to manage the most significant risks and opportunities resulting from environmental, social and governance factors. It is based on the MSCI ESG ratings and is measured on a scale from 0 to 10 (0 being the worst).

+23%


Carbon Footprint
The carbon footprint meaures involvement with carbon-intensive companies. It is based on MSCI carbon metrics and is calculated as a portfolio-weighted average of the companies’ carbon intensity. Carbon risk is classified according to the following categories: very low (0 to <15), low (15 to <70), moderate (70 to <250), high (250 to <525) and very high (>=525)

-90%


Revenue
Impact
Revenue impact measures the percentage of revenue derived from products and services that contribute to solving the world’s biggest social and environmental challenges. These include basic needs, empowerment, climate change and resources. The calculation is based on the MCSI Sustainable Impact methodology.

+11%


Temperature
The temperature target shows the extent to which the portfolio contributes to global warming or reduces the likelihood of achieving the 2-degree target by 2050. The rating is based on the MCSI methodology.

-0.8°



Performance
Shows the difference in performance between the strategy and the benchmark.

+3.4%

Volatility
Shows fluctuations in the financial market.

14.6%

Tracking error
Deviation between the performance of the strategy and the benchmark.

2.2

Sharpe Ratio
Shows the excess return over the risk-free interest rate in relation to volatility.

0.89



Simulated data 30.09.2014 – 31.12.2019 and live data from 1.1.2020 to 31.12.2021
Source: Bloomberg, MSCI

Our ESG services

Picard Angst ESG Competence Center provides systematic, data-based financial engineering and consulting services. With our cloud-based database of fundamental and ESG data on more than 7,000 equities, we use artificial intelligence to support you in the areas of


ESG Analysis

We support you with a data-driven ESG analysis of your portfolio or your strategy.

ESG Optimisation

ESG score, carbon footprint, impact, temperature: we optimise the desired dimensions.

ESG Reporting

We manage your ESG monitoring and reporting in your chosen format.

ESG Overlay

Our ESG Overlay allows you to take a systematic and risk-optimised approach to integrating ESG criteria.

ESG Mandate

In the context of mandates, we develop tailored, individual ESG solutions for you.

ESG Office

Entrust some or all of your ESG tasks to us as part of an outsourcing arrangement.


“With our Competence Center for sustainable investments, our ambition is to lead the Swiss independent asset management sector in ESG solutions.”

Daniel Gerber, Head of Business Development



Picard Angst ESG solutions

The Food Revolution Fund

The Food Revolution by Picard Angst is a global equity fund that aims to profit from the structural changes in the food industry. To this end, investments are made in 40 to 60 listed stocks along the value chains of six to ten structurally strongly growing segments. The PA ESG Layer ensures that stocks with the highest ESG risks and serious controversies are excluded, international standards on human rights, labour law, environmental protection and corruption are complied with, and controversial business activities are avoided or excluded.

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MedTech Venture Capital Fund

The Picard Angst MedTech Venture Capital Fund is a venture capital fund that invests directly in the most promising medical technology start-ups in Silicon Valley. Thanks to a consistent fast-follower strategy, it offers high return potential with minimised risk compared to conventional VC investments. The products and services of the start-ups have a sustainable positive impact on patients' lives.

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Sustainable Infrastructure Bonds "Health Care"

Our private market bond programme offers access to sustainable bonds with impact investing character. The aim is to finance infrastructure projects in the field of health care together with partners. These projects are characterised by the fact that they make a measurable contribution to one or more of the UN's sustainable development goals.

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Sustainable Infrastructure Bonds "Energy"

Our private market bond programme offers access to sustainable bonds with impact investing characteristics. The aim is to finance infrastructure projects in the energy sector together with partners. These projects are characterised by the fact that they make a measurable contribution to one or more of the UN's sustainable development goals.

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Sustainable Infrastructure "Logistics"

Our private market bond programme offers access to sustainable bonds with impact investing character. The aim is to finance infrastructure projects in the field of logistics together with partners. These projects are characterised by the fact that they make a measurable contribution to one or more of the UN's sustainable development goals.

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ML Europe 50 ESG

Picard Angst ML Europe 50 ESG is a tracker certificate with the 50 most attractive European stocks. The stocks are equally weighted and selected with the support of machine learning intelligence. The PA ESG layer ensures that stocks with the highest ESG risks and serious controversies are excluded, international standards on human rights, labour law, environmental protection and corruption are complied with and controversial business activities are avoided or excluded.

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Aktien Schweiz ESG

The “Aktien Schweiz 100 equal weight ESG " reflects the broad spectrum of the Swiss equity market. The PA ESG layer ensures that stocks with the higher ESG risks and serious controversies are excluded, that international standards on human rights, labour law, environmental protection and corruption are complied with and that controversial business activities are avoided or excluded.

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Global Equity AI ESG

Picard Angst Global Equity AI ESG is a tracker certificate with the 100 most attractive stocks worldwide. The data-driven systematic stock selection together with the ESG layer ensures that stocks with the higher ESG risks are excluded and international standards are met. The PA ESG layer ensures that stocks with the highest ESG risks and serious controversies are excluded, international standards on human rights, labour law, environmental protection and corruption are complied with and controversial business activities are avoided or excluded.

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“As a member of PRI, an international initiative for responsible investing, we integrate ESG considerations relating to environmental impact, social aspects and governance into all our investment decisions.”

David-Michael Lincke, Head of Portfolio Management

Logo PRI

Your contacts


Daniel Gerber

Chief Sustainability Officer

+

Sivapriya Kumar

Senior Portfolio Manager

+

Clemens Struck

Head of Data Science

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Dina Taslimi

Digital Marketing Manager

+


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