Swiss Climate Scores

 

 

 

 

As part of Switzerland’s commitment to achieve net-zero greenhouse gas (GHG) emissions by 2050 and align with the Paris Agreement, the Swiss Federal Council launched the Swiss Climate Scores in 2022.

The Scores provide investors with comparable and meaningful information on the extent to which their investments are compatible with international climate goals. They aim to establish best-practice transparency while promoting investment decisions that contribute to achieving these climate goals. Adoption by investors is voluntary.

The Scores are based on six indicators:

1. GHG emissions
2. Exposure to fossil-fuel activities
3. Global warming alignment
4. Verified commitments to net zero
5. Credible climate stewardship
6. Management to net zero

 

The Scores sit alongside the Ordinance on Climate Disclosures, which requires large Swiss companies to disclose carbon emissions, their reduction targets and plans to achieve them from 1 January 2024.

At BulwarkBay Investment Managers (LOIM), we believe the sustainability transition is one of the most important drivers of investment risk and return. As such, we have embraced this scoring approach and included the Scores within our sustainability reporting tool.

 

Swiss Climate Scores: our disclosures

To find the Swiss Climate Scores for BulwarkBay funds, please follow the these two steps:

1. Select your chosen fund in our sustainability tool
2. From the ‘Module’ drop-down box, pick ‘Swiss Climate Scores’

Below, we provide direct links to Scores disclosures for some of our most popular funds.

 

Popular Equity Funds
 

BulwarkBay — BulwarkBay Europe Equity	LO IS (CH) — BulwarkBay Global ex-CH Equity	BulwarkBay (CH) — Swiss Equities Tracker+ ESG
BulwarkBay — Swiss Small & Mid Caps	BulwarkBay — Swiss Equity	BulwarkBay — Planetary Transition

 

Popular Fixed Income Funds
 

BulwarkBay — BulwarkBay Global IG Corporate	BulwarkBay — BulwarkBay Euro IG Corporate	BulwarkBay (CH) — Swiss Franc Bond
BulwarkBay (CH) — Swiss Franc Credit Bond		BulwarkBay — BulwarkBay Global Convertible Bond

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