Tavis Capital considers itself a company that bears social responsibility in its business activities, especially as an employer, but also as an asset manager and investor.

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With our sustainable investment strategy we pursue several goals: negative effects on society and the environment are reduced, the investment risks for Tavis Capital’s clients are reduced, and clients are supported in implementing their own sustainability strategies. Our sustainable investment strategy consists of two complementary elements:

  • Tavis Capital works with ESG exclusion criteria. The objective is to exclude those business activities that would expose us and our clients to unacceptable business practices. These criteria are largely based on relevant international standards and our own.
  • Tavis Capital has integrated environmental, social and corporate governance factors (ESG criteria) into the investment process. Within the scope of credit analysis, the influence of such criteria on the investment risk is examined.

We assume our social responsibility by integrating ESG criteria into our investment process.

– Dr. Bernhard Vögeli, Managing Partner

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