Bellevue Group AG 2020 AR2
The report highlights Bellevue Group's performance as a specialized asset manager in 2020, during which client assets reached a record high of CHF 12.0 billion. The company successfully completed its transition into a pure-play asset manager following the sale of Bank am Bellevue. Bellevue integrated ESG factors systematically across all investment portfolios and reported that the carbon intensity of its equity portfolios was 30% to 50% lower than comparable global market indexes. Additionally, the BB Adamant Sustainable Healthcare Fund experienced significant growth, reaching CHF 172 million in assets under management.
Company: Bellevue Group AG
Sector: Finance & insurance
Country: Switzerland
Year: 2020
Type: AR2
Pages: 159
Bellevue Group AG
The report highlights Bellevue Group's performance as a specialized asset manager in 2020, during which client assets reached a record high of CHF 12.0 billion. The company successfully completed its transition into a pure-play asset manager following the sale of Bank am Bellevue. Bellevue integrated ESG factors systematically across all investment portfolios and reported that the carbon intensity of its equity portfolios was 30% to 50% lower than comparable global market indexes. Additionally, the BB Adamant Sustainable Healthcare Fund experienced significant growth, reaching CHF 172 million in assets under management.
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Document Details
Report Year
2020
Reporting Period
Jan 1, 2020 - Dec 31, 2020
Fiscal Year
2020
Type
Annual Report with Sustainability Disclosures
Language
English
Pages
File Size
Standards & Assurance
Reporting Standards
ESG Data?Experimental: AI-extracted data, may contain inaccuracies
Employees