To ensure a successful investment strategy in the long term, environmental, social and governance (ESG) criteria are taken into account when managing assets and creating new investment products.
That's what it's about
Sustainable investments or investing according to ESG criteria is becoming increasingly important.
In order to perform this trust activity successfully, a strong relationship of trust with the customer is essential. Novum gives top priority to a long-term and successful partnership.
The elaboration and selection of investment opportunities and products is developed in dialogue with the client. Novum adapts decisions based on a continuous exchange.
In dialogue and consultation with the client, environmental, social and governance (ESG) criteria can be taken into account in the management of assets and in the creation of investment products in cooperation with external parties. The consideration of ESG criteria is made individually at the mandate level as part of the investment strategy. If such an individual consideration of ESG criteria is made, a detailed description in accordance with the sustainability understanding of the European Union, in particular the Sustainable Finance Disclosure Regulation (SFDR) and the EU taxonomy is described in detail on this homepage.
Without consultation with the client and as a matter of principle, Novum does not apply ESG criteria in the investment process. For this reason and because we do not yet have all relevant ESG information, we refrain from preparing a Principle Adverse Impact Statement (PAI Statement) according to Art. 4 SFDR. Therefore, Novum does not provide any positive or negative financial incentive schemes (salary components) with regard to ESG according to Art. 5 SFDR.
Sustainability in action
Organization / Governance
Responsible, transparent management in accordance with local and international standards is important to Novum. The Managing Director is directly responsible for compliance with the ESG Policy as well as the further development of the ESG Strategy.
Novum is committed to high ethical values not only in its dealings with customers, but also with its employees and partners. Long-term values are lived and our working atmosphere is determined by respect, equal opportunities and transparency.
Novum takes ecological responsibility seriously and tries to act accordingly in a resource-conserving manner. This applies both in daily operational processes and in the selection of products for customer portfolios.
Do you have any questions?
Contact our competent consulting team and receive support from experts in all aspects of portfolio management, investing, finance and ESG.
Get to know the team
Your contact persons
Stefan Tribelhorn, CIIA
More than 20 years of experience in portfolio management, investment advisory, asset management, investment management, private banking and fund management.
Over 30 years of experience at various Swiss banks in different functions in Relationship Management and Compliance. He holds a Swiss banking diploma.
Claudio Bühler, MBA
Over 25 years of experience in private banking, asset management and fiduciary services in Switzerland and abroad. He holds an MBA from the New York Institute of Technologies.