Companies with high ESG scores will outperform, because they:
Are a good proxy for superior management
Will attract significant institutional flows
Contribute to Investment Risk Mitigation
What makes our Approach to ESG unique?
Investing with a sole focus on ESG can result in buying over-priced stocks. We create portfolios with superior fundamental characteristics and very high ESG Scores and very low Carbon Footprint at the same time.
What is the expected Performance impact of ESG?
We use MSCI ESG database and we developed our own ARTICO ESG factor, which is a good predictor of future outperformance
Artico Partners is a signatory of the UN PRI, follows the engagement work and the exclusion list of the SVVK (Swiss Association for Responsible Investments), fully supports the PARIS agreement on climate change and is also a supporter of the TCFD (Task Force on Climate-Related Financial Disclosures).
Published ARTICO Research:
Is sustainable investing a positive or negative contributor to outperformance? And how patient do investors need to be to capitalize on any positive effects? Our research results answer these questions and our conclusions on the required time horizon may come as a surprise for investors hesitating to introduce sustainable investing.
A Team of Experienced Partners co-invested in our funds
Dr. Ulrich Niederer
Chairman and Senior Partner
As Chairman of ARTICO Partners, Ulrich oversees the business strategy, the product development and the investment activities of the firm. Operationally, he is directly responsible for Risk Management and Compliance. Ulrich is a Founding Partner of ARTICO.
Ulrich has more than 30 years of investment experience and started his career as quantitative research analyst in 1986 at the then Swiss Bank Corporation. His various functions at SBC and later UBS Global Asset Management included: Chief Investment Officer, Co-CEO Switzerland, Chairman of the Swiss Business and Head of the Alternative Investment Management Business (Private Equity, Hedge Funds, Infrastructure). Ulrich holds a PhD in Nuclear Physics from University of Basle.
Dr. Gabriel Herrera
CEO and Senior Partner
As CEO of ARTICO Partners, Gabriel is responsible for all aspects of the business including the product development, client relationships and the investment activities of the firm. Gabriel is a Founding Partner of ARTICO.
Gabriel has more than 30 years of investment experience and started his career as equity research analyst in 1987 at the then Swiss Bank Corporation. His various functions at SBC and later UBS Global Asset Management included: Head of Equity Research, Co-CEO Switzerland and then CEO Europe Middle East & Africa. Gabriel holds a PhD in Economics from University of Basle.
CIO and Partner
As Chief Investment Officer Tero is responsible for the research and development of investment strategies and portfolios. His responsibilities include the continued development of the investment platform and the portfolio management of ARTICO funds.
Tero’s background contains several years of experience in global equity portfolio management and prior experience in the areas of software development, quality management and team leadership. Tero holds MsC in computer science from the Helsinki University of Technology and MBA from the Purdue University. Tero is also a CFA Charterholder.
Head PM and Partner
Michael’s main responsibility is the portfolio management of ARTICO funds. His further responsibilities include the development of the investment platform, and research and development of investment products and strategies.
Michael holds diploma certificate in electrical engineering and MBA from the university of South Australia. He has several years of experience in global equity portfolio management and prior experience in software development in the areas of telecommunications, medical engineering and finance.
COO and Partner
As Chief Operating Officer of ARTICO, Andreas is responsible for the operational part of the investment management, including the fund operations and trading activities.
Andreas‘ background involves several years of work experience in the finance industry, mainly in global equity trading and operations functions. He is holder of Swiss federal diploma in business organization and a diploma in applied psychology.
As significant co-investors in our funds at the same conditions than our clients, we have „skin-in-the-game“. Is there a better way to fully align our interests?
A Brewing Winter Storm or Just Temporary Turbulences?
• Market correction in September
• Investors had to cope with too many adverse developments: Looming government shut-down in the US, a soaring energy-crisis, ongoing supply-chain shortages, uncertainties around Evergrande and China more generally and the prospect of higher interest rates
• Global Developed Markets were down 4.2%, Global Small Caps declined 2.8% and Emerging Markets were down 4.0%
• What does this mean: An indication of a brewing winter storm or just temporary turbulences?
• Take several years of super-loose monetary policy, add global supply-chain shortages plus unexpectedly soaring energy prices within already overshooting inflation rates,,,
• Consider the question-marks around the US budget and the regulatory crackdown in China, the possible default of Evergrande and potential contagion effects across China and globally…
• You could easily see yourself looking at a perfect winter storm brewing
• Given high historic valuations such storm could trigger fears of a significant imminent melt-down in global markets
• We believe investors should not take these developments lightly
•At the same time, most of these negative developments should be temporary in nature
• Inflation will probably remain higher than expected and overshoot longer than most people think
• BUT: Monetary and fiscal expansionary forces will (have to) continue even after tapering has started
• Real assets represent the only viable place to hide given such monetary exuberance
• While we would expect a turbulent 4th quarter until these matters are resolved, lower prices represent rather an opportunity to add positions in real assets
• Artico Sustainable Equity Funds are well positioned to navigate through such times
• (1) Artico is invested in companies with fundamental characteristics of highest quality
• (2) Artico funds have no single style or single sector bias (size, growth, value, technology, etc)
• (3) Artico funds have excellent ESG characteristics and very low carbon footprint
We have recently developed two new strategies: The ARTICO Sustainable Golden Dragon Fund combining excellent fundamental characteristics with much better ESG scores and significantly lower carbon footprint (a key feature in the years to come as China has a lot of catch-up to do in terms of sustainability). The ARTICO Zero Carbon Global Equity Fund combining an ARTICO portfolio with much reduced carbon footprint with CO2-removal certificates for a carbon-neutral investment.