responsAbility Investments AG

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PRI Launches Taxonomy Case Studies

Stockholm (NordSIP) - The launch of the EU Taxonomy at the end of this spring represents an important step for environmental investors. While it...

Norfund, EIB and IFC Invest in Emerging Market Clean Energy

Stockholm (NordSIP) - responsAbility, an impact asset manager headquartered in Switzerland, has announced the first close of its new Energy Access Fund, after securing...

Strengthening Climate Investments With Blended Finance

Stockholm (NordSIP) - ResponsAbility, a Zurich-based impact asset manager, announced it would continue to manage the US$670 million Global Climate Partnership Fund (GCPF), a...

responsAbilty reopens CLO market for Microfinance and SMEs

Stockholm (NordSIP) – responsAbility Investments AG, announced it had securitised US$ 175 million worth of loans of microfinance and SME-finance institutions in emerging markets....

responsAbility Welcomes Investment From Australian Pension Fund

Stockholm (NordSIP) - Christian Super, an Australian pension fund, takes a significant minority equity shareholding in responsAbility, one of the world's leading asset managers...

Research

Facts & Figures

Inception of sustainability strategy2003
Total AUM (USD)3 billion
AUM Responsible Strategies (USD)3 billion
% screened>90
% ESG integration>90
% engagement>90
% proxy voting>90
Responsible Investment team240 employees

Ticking Boxes

Firm-wide ESG integrationESG criteria are fully incorporated into all investment decisions.
Impact investing
PRI Signatorysigned on 15 October 2008
UN Global Compact
CDP Signatory
UNEPFI Signatory
IIGCC Signatory
SWESIF
Funds in Hållbarhetsprofilen
Other memberships

Exclusions

All RI StrategiesFirmwide
International norm violations
Fossil fuel (all)
Thermal coal
Anti-personnel landmines & Cluster munitions
Weapons of mass destruction (nuclear, biological & chemical)
Weapons (all)
Tobacco
Alcohol
Gambling
Pornography
Fur
GMOs

IN BRIEF

responsAbility Investments AG is an asset manager in the field of development investments and offers professionally-managed investment solutions to private, institutional and public investors. The company’s investment solutions supply debt and equity financing predominantly to non-listed firms in emerging and developing economies. Through their inclusive business models, these firms help to meet the basic needs of broad sections of the population and to drive economic development.

responsAbility was founded in 2003 and has US$ 3 billion of AUM, of which 85% is private debt, with the remaining being allocated to private equity. Since its inception the asset manager has invested US$ 9 billion in 90 countries. The company has 240 employees worldwide and manages a portfolio of 540 high impact companies generating revienues of US$ 17.6 billion. The company is headquartered in Zurich and has local offices in Bangkok, Geneva, Hong Kong, Lima, Luxembourg, Mumbai, Nairobi, Oslo and Paris. Its shareholders include a number of reputable institutions in the Swiss financial market as well as its own employees.

SRI HIGHLIGHTS

Development Investments: Scalable business models with high growth potential

Development Investments focus on businesses in developing countries, creating highly scalable business models that leverage the size of the population to deliver strong growth potential. The commercial success of these businesses benefits both the firms themselves and their investors in the form of financial returns.

An Inclusive Business Engages in the Six Themes
Inclusive businesses not only seek to generate profits but also to contribute to measurable positive environmental and social outcomes within the six impact themes.

responsAbility’s six impact themes (markets and infrastructure, basic needs, wellbeing, decent work, healthy ecosystem and resource security and climate stability), combined with our focus topics, encompass all of the United Nations Sustainable Development Goals (SDGs) and are inherent in every responsAbility managed investment.

Awards & Recognitions

Best Fund Over 5 Years (Absolute Return USD Low) (2019) (Lipper Fund Award from Refinitiv)

Sustainable Products & Strategies

Core / Impact

Active SRI

Screened

Source & Resources