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Sustainable Fixed Income

We offer clients the opportunity to invest in broadly diversified strategies across different maturities and categories and to thus gain differentiated exposure to fixed income risk factors and return drivers. In-depth ESG analysis is fully integrated into our investment process and we maintain a strong output-oriented sustainability focus.

USD 5.5bn

invested

17

professionals

28-year

track record

What we do

Our global fixed income strategies aim to generate long-term sustainable returns in all market environments. Leveraging more than 17 years of experience and expertise, we focus on global aggregate, corporate credit and inflation-linked bonds to give our clients differentiated and diversified exposure to this asset class.

Target positive UN SDG impact with our sustainable fixed income solutions

Our actively managed sustainable strategies range from standard to customized solutions and are designed to meet our clients’ individual financial and sustainable objectives. ESG has been well integrated into our investment process since 2009. Over time, it has evolved to reach a holistic approach to sustainability, integrating all 17 United Nations Sustainable Development Goals (UN SDGs) to achieve measurable net positive impact. As such, our fixed income strategies are supporting the Paris Agreement to achieve net zero by 2050 or sooner.

Our approach – why partner with us

Our team of sustainable fixed income specialists uses a systematic investment approach to capture the opportunities offered by this asset class.

We analyze macroeconomic and market trends, political aspects and relevant investment themes from a top-down perspective, combining our findings with bottom-up fundamental issuer research. We actively manage all aspects of our fixed income portfolios, from duration and yield curve to country and sector positioning, as well as behavioral finance factors, both top-down and bottom-up. 

Our ESG analysis is based on four pillars − exclusion, factor integration, measurement and outcome orientation − and is integrated into the entire investment process. We are committed to investing in use-of-proceeds bonds wherever appropriate, with a minimum exposure of 50% use-of-proceeds bonds in our sustainable global aggregate and corporate funds.

In our benchmark-oriented programs, we aim to beat the ESG score of the benchmark as a whole and in every individual pillar. The goal is to reduce the portfolio's greenhouse gas emissions by at least 20% compared to the benchmark and to achieve a better footprint than the benchmark in terms of energy, water and waste. We target an overall net positive impact on UN SGDs in absolute terms and relative to the selected benchmark.

As a sustainable investor, we strive to exert positive influence on issuers through the actions of our sector specialists who engage with them to foster positive change from a sustainability perspective. The goal is to generate positive outcomes for society, investors and other relevant stakeholders.

We believe that fixed income investments can be a catalyst for positive change. The Towards Sustainability label, awarded by Febelfin to several of our fixed income strategies demonstrates our commitment to rigorous ESG analysis and impact assessment. This external validation reinforces our dedication to providing investors with fixed income solutions that align with their sustainability goals.

The Towards Sustainability label was awarded to the LGT Sustainable Strategies on 14 October 2024. Investors shall not rely on the Towards Sustainability Label with regard to investor protection or investment performance of these strategies. Please refer to the website of Towards Sustainability for important information regarding the criteria and manner in which such labels are awarded.

Team – an average of 18 years of industry experience

We follow a collaborative approach and have an exceptionally stable investment team that has worked together for over 10 years. The 18 professionals comprising our team are based in Pfaeffikon and Hong Kong.

Rall_Mark

Mark Rall

Partner

Gassner_Dieter

Dieter Gassner

Principal

Mologni-Fischli_Daniela

Professionalism paired with flexibility

"Since joining in 2010, I have found LGT Capital Partners to be a reliable and supportive partner, which offers employees stability during the different stages of their life and career. I have been given the opportunity to combine family and work without giving up my responsibilities, backed by experienced colleagues whom I have enjoyed working with for many years."

Daniela Mologni-Fischli

Portfolio Manager

Panariello_Antje

Dynamic workplace

“I joined LGT Capital Partners in 2019 as a Product Specialist in the Fixed Income team. I very much value its high level of employee engagement and the opportunities for advancement that the company provides. The working environment is dynamic and collegial, which is a true reflection of the company’s long-term focus.”

Antje Panariello

Product Specialist

Herold_Manuel

An early mover in sustainable corporate credit portfolio management

“I joined LGT Capital Partners in 2015 and was impressed right from the start by the firm's high level of expertise and the opportunity I was given to take on responsibility in corporate credit and sustainable portfolio management. Back then, the firm was already an expert in the field of sustainable investment management due to its ESG tools and policies. I appreciate the continuous dialogue with our investors about sustainability. This is a partnership where both sides benefit and can develop further. Sustainability is a constantly evolving subject, and I am convinced that we will continue to excel in it.”

Manuel Herold

Portfolio Manager