Our approach
Equity investors in Western Europe. Detailed, repetitive and demonstrable fundamental research process.
- Hold fewer high conviction companies
- Proprietary sourcing and differentiated holdings
- People are as important as the numbers
Pascal Investment Advisers S.A. (“Pascal”) provides independent asset management services to institutional and professional clients based on each client’s own needs. Pascal also provides financial services in collective investment schemes in accordance with the Swiss Federal Law on Financial Institutions.
Pascal is licensed by the Swiss Financial Market Supervisory Authority FINMA.
Please click here for the relevant regulatory information.
Sustainability
Socially responsible investing
SRI is important to Pascal and has been informally incorporated in our investment processes since 2002, before becoming formally integrated in 2019.
- SRI considerations considered in both the firm’s culture and investment process
- SRI is not only the right thing to do, but also can materially improve portfolio performance over the long term
- Over the long-term companies that consider ESG factors tend to produce better returns with lower investment risk profiles
As part of our fundamental analysis we consider ESG implications through:
- Quantitative and qualitative analysis
- Utilising both independent research, company sustainability reports, and meetings with companies to establish our ESG views on a company
- Sustainalytics risk scoring, used both to screen investments and independently cross check Pascal’s internal scoring
- Pascal’s investment committee incorporate ESG in to all the portfolio construction decisions
