Networks & Partnerships

Ethos participates in various networks, is member of different organisations and collaborates with partners:

4 Codes and Declarations

4 Organisations

4 Investor Initiatives

4 Partnerships

Ethos adheres to or is a signatory of the following codes or declarations:

• Principles for Responsible Investment UN PRI
• UK Stewardship Code
• ASIP Charter

The Ethos Foundation is member of the following associations and networks:

• Association of Swiss Pension Funds ASIP
• French Association of Corporate Governance AFGE
• Association for Ethics and Investment (France)
• Expert Corporate Governance Service ECGS
• European Sustainable & Responsible Investment Forum Eurosif
• German Sustainable & Responsible Investment Forum FNG
• Interfaith Center on Corporate Responsibility ICCR
• International Corporate Governance Network ICGN
• Swiss Association for ecological Management ÖBU
• Transparency International (Switzerland)

As far as possible, Ethos tries to participate to international investor initiatives mobilised on environmental and social issues. Ethos is member or signatory of the following investor initiatives:

• Access to Medicine Index AtM
• Climate Risk Disclosure Initiative
• Freedom of Expression and Internet (Reporters without Borders)
• Carbon Disclosure Project CDP
• Social Investment Research Analyst Network SIRAN
• Extractive Industries Transparency Initiative EITI
• Institutional Investors Group on Climate Change IIGCC
• Pharmaceutical Shareowners Group PSG
• Institutional Investors Group on Myanmar

Asset Management SRI

In its socially responsible investment (SRI) fund management activities, Ethos cooperates with the following financial institutions and consultants:

• Investment Funds: Pictet & Cie, Vontobel Asset Management and Raiffeisen
• Fund of Private Equity Funds: Unigestion

All environmental and social analyses are established jointly with the consultant Inrate.

Shareholder Proxy Services

Ethos provides in-house analyses of the agendas of general meetings of Swiss listed companies. For non-Swiss companies, the underlying research is made by the following partners:

• Europe: The local partners of the network Expert Corporate Governance Service (ECGS) of which Ethos is the Swiss member. The other ECGS-members are DSW, Proxinvest and Shareholder Support.
• North America: Groupe Investissement Responsable (GIR), Montreal
• Asia/Pacific: Sustainable Investment Research Consultant (SIRIS), Melbourne

Dialogue with Boards and Management of Companies

Ethos engages in constructive dialogue with the management of investee companies. To this effect, Ethos may cooperate in various partnerships on an occasional base. Presently, Ethos collaborates with PhiTrust Active Investors in Paris.