Asset Management
Responsible approach to sustainability

The culture of sustainability

We are currently investigating potential projects to support sustainability and reduce our environmental footprint.
ESG Information (PDF)

Sustainability philosophy

ESG Criteria

Audit of securities

Holistic Approach

Collaboration

ESG Criteria

SerMont AM SA is committed to systematically integrating sustainability criteria, specifically environmental, social, and governance (ESG) criteria, into the investment process. ESG factors are an integral part of the investment process and we are convinced this will improve the risk-return ratio of their clients' portfolios over time.

Holistic Approach

SerMont AM SA considers the three sub-areas of ESG—environmental, social, and governance—are equally important and interconnected, hence, they have a collective impact on investment outcomes.

Audit of securities

SerMont AM SA is using several ESG rating providers in its investment process. Securities that fail to meet the minimum requirements of defined ESG criteria will be excluded from the investment universe.

We at SerMont AM SA are convinced that the exclusion of companies with critical corporate practices is contributing to a more sustainable and responsible investment portfolio for our clients.

Collaboration

Coming soon

Mag. Volker G. Zaworka, CEO / Chief Investment Officer

Embracing the changing times is an important contribution to sustainability.

SERCOR Group

Facts guiding the way to a successful future

A company’s brain and spirit are its most valuable asset for long-term and sustained development in all wealth-related matters. To enable fast action, we see it as our duty to reach out to new inspirations so that we can share chances and opportunities with you, always right at the forefront. Requesting and clarifying facts for this purpose is part of our DNA.
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