20 years of work for an investment fund

Based on a methodology specially developed by Brugger + Partner – aligned with the 10 principles of the UN Global Compact from 2006 to 2017 – we annually analysed the sustainability reporting of portfolio companies for de Pury Pictet Turrettini & Cie (formerly Fondation Guilé until 2017). Our approach centred on the material topics relevant to each portfolio company. A team of 10 experts from Brugger + Partner, supported by external analysts, evaluated publicly available information on the companies' sustainability management. Each company received a detailed analysis of the quality of its reporting as well as an assessment of its ability to address material topics. The findings were then discussed with company representatives during engagement meetings, where fund managers gained valuable insights into how portfolio companies managed relevant challenges.