BEKB Strategy Equity Switzerland Sustainable
Risk Profile: Equity (100% Equity) Asset Allocation: Equity, Switzerland Provider: Berner Kantonalbank
Update
The yield for 2025 is 16.54%.
Portfolio structure
The portfolio with a strategic focus is implemented exclusively through direct investments in equities. All investment instruments integrate sustainable aspects in accordance with the BEKB sustainability universe.
Company description
As a traditional Swiss cantonal bank and FINMA-regulated company, BEKB has been offering individual and innovative asset management and advisory solutions since 1988. Since 2010, we have been offering our clients asset management mandates with a sustainable investment approach.
USPs
- Sustainability in our DNA: BEKB has a long track record in sustainable investing. The topic of sustainability is firmly anchored in the entire investment process and in the guiding principle "Hüt für Morn".
- Regionally anchored expertise: BEKB's Asset Management has been offering institutional investors and private individuals locally managed, innovative solutions since 1988. These are complemented by the services of our trading center.
- Technology & innovation: Machine learning has been used in the bond funds since 2021. AI is used exclusively to support the portfolio manager in stock selection.
- Personal access to the portfolio manager: With an individual asset management mandate, customers receive a tailored solution with personal access to a portfolio manager. The mandate is possible from investment assets of CHF 1 million.