Commentaries
8 August 2023
Navigating the Climate Challenge: The Founding Mission of our Sustainable Investment Strategy
Navigating the Climate Challenge: The Founding Mission of our Stable Climate Equities Strategy
In the ever-evolving landscape of the market, there are challenges that remain constant. Climate change is one such challenge. Our mission at RAM AI has always been clear - leveraging technology and data to craft innovative solutions. As we mark the third anniversary of our Stable Climate Equities strategy, we reflect on our founding mission and progress to date. Established in response to the Intergovernmental Panel on Climate Change (IPCC) report, the strategy's philosophy revolves around the future and is classified as Article 9 under the Sustainable Finance Disclosure Regulation (SFDR).
The Blueprint: Operations-Based Decarbonisation and Data-Driven Investing
We align our investing strategy with the urgency of ecological transition, focusing on the critical aspect of reducing carbon emissions in day-to-day operations - a strategy known as operations-based decarbonisation. This approach leads to a highly diversified portfolio across sectors and sets us apart from many impact funds that concentrate primarily on specific climate solutions, such as renewable energy. We adopt a systematic, bottom-up approach, investing in companies committed to emission reduction and advancing a low-carbon economy within their respective sectors. Reliable and actionable data guide our decisions, underscoring our firm belief in the power of data to drive sustainable investments. To this end, we are diligent contributors to initiatives such as the Carbon Disclosure Project (CDP), advocating for enhanced environmental disclosures.
Looking Forward: The Journey Continues
Reflecting on the Stable Climate Equities strategy's past three years, we acknowledge the challenges embraced and milestones achieved. As our assets under management approach the significant 100M USD mark, our resolve to promote sustainable investment strategies is further reinforced. We are committed to our onward journey, fortified by our data-centric approach, proactive involvement, and focus on sustainability. Our commitment to sustainability and innovation drives us to continually enhance our strategy. Research is a perpetual endeavour, and we actively seek fresh perspectives and ideas to augment our capabilities. We are thrilled to be collaborating with the Zurich University of Applied Sciences (ZHAW) and the University of Zurich (UZH) on innovative research supported by Innosuisse funding. These partnerships underscore our dedication to harnessing cutting-edge research and technological advancements in our quest to provide sustainable investment solutions.
Nicolas Jamet
Systematic Equity Fund Manager
Lead ESG Integration
Legal Disclaimer
This document has been drawn up for information purposes only. It is neither an offer nor an invitation to buy or sell the investment products mentioned herein and may not be interpreted as an investment advisory service. It is not intended to be distributed, published or used in a jurisdiction where such distribution, publication or use is prohibited, and is not intended for any person or entity to whom or to which it would be illegal to address such a document. In particular, the products mentioned herein are not offered for sale in the United States or its territories and possessions, nor to any US person (citizens or residents of the United States of America). The opinions expressed herein do not take into account each customer’s individual situation, objectives or needs. Customers should form their own opinion about any security or financial instrument mentioned in this document. Prior to any transaction, customers should check whether it is suited to their personal situation and analyse the specific risks incurred, especially financial, legal and tax risks, and consult professional advisers if necessary. The information and analyses contained in this document are based on sources deemed to be reliable. However, RAM AI Group cannot guarantee that said information and analyses are up-to-date, accurate or exhaustive, and accepts no liability for any loss or damage that may result from their use. All information and assessments are subject to change without notice. Investors are advised to base their decision whether or not to invest in fund units on the most recent reports and prospectuses. These contain further information on the products concerned. The value of units and income thereon may rise or fall and is in no way guaranteed. The price of the financial products mentioned in this document may fluctuate and drop both suddenly and sharply, and it is even possible that all money invested may be lost. If requested, RAM AI Group will provide customers with more detailed information on the risks attached to specific investments. Exchange rate variations may also cause the value of an investment to rise or fall. Whether real or simulated, past performance is not necessarily a reliable guide to future performance. The prospectus, key investor information document, articles of association and financial reports are available free of charge from the SICAVs’ and management company’s head offices, its representative and distributor in Switzerland, RAM Active Investments S.A., Geneva, and the funds’ representative in the country in which the funds are registered. This marketing document has not been approved by any financial Authority, it is confidential and its total or partial reproduction and distribution are prohibited. Issued in Switzerland by RAM Active Investments S.A. which is authorised and regulated in Switzerland by the Swiss Financial Market Supervisory Authority (FINMA). Issued in the European Union and the EEA by the Management Company RAM Active Investments (Europe) S.A., 51 av. John F. Kennedy L-1855 Luxembourg, Grand Duchy of Luxembourg. The reference to RAM AI Group includes both entities, RAM Active Investments S.A. and RAM Active Investments (Europe) S.A.