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�鶹�� Asset Management Switzerland AG and its supervisory authority

�鶹�� Asset Management Switzerland AG is a wholly owned subsidiary of �鶹�� Group AG and is supervised by the Swiss Financial Market Supervisory Authority (FINMA).

Contact FINMA
Swiss Financial Market Supervisory Authority FINMA
Laupenstrasse 27
3003 Bern
Phone: +41 (0)31 327 91 00
Finma contact:��

Ombudsman's office

Ensuring the satisfaction of our clients is our priority. Should we fail to fully meet your expectations, please contact us, so that we can find a way to resolve the issue together. If we are still unable to resolve the issue, you can contact the OFD, a neutral and inexpensive or free information and mediation office. As a general rule, the ombudsman only intervenes after �鶹�� Asset Management received and responded to a written client complaint.

Verein Ombudsstelle
Finanzdienstleister (OFD)
Bleicherweg 10
CH-8002 Zürich

Phone +41 (0)44 562 05 25
E-Mail: ombudsmann@ofdl.ch

Website:

Risk Brochure����/ / /

FIDLEG Info Sheet:EN��/ DE / FR / IT

Client Classification Change form (Opt-in / Opt-out):EN / DE / FR / IT

Relevant for

�鶹�� AG
Bahnhofstrasse 45, CH-8001 Zürich��
Aeschenvorstadt 1, CH-4002 Basel

�鶹�� Asset Management Switzerland AG
Europaallee 21, CH-8004 Zürich

The EU Sustainable Finance Disclosure Regulation (SFDR) aims to enhance transparency and promote sustainable investment practices. �鶹�� has developed a comprehensive approach to comply with SFDR, integrating sustainability risks in the investment decisions process. Here you can find an overview of �鶹�� Asset Management’s implementation of SFDR.

The sustainability-related disclosures in the financial services sector (EU 2019/2088) requires �鶹�� Asset Management to make certain disclosures on our policies and procedures as well as on the financial products that we offer. Here you can find an overview of these disclosures.

Sustainability risk policy & principle adverse impacts

Below we provide information on how we integrate sustainability risks into the investment process and how we consider principle adverse impacts including due diligence policies, engagement policies & adherence to responsible business codes:

Remuneration policy

Our policy on the integration of sustainability risks into our remuneration process is at �鶹�� Group level, you can find this policy below:

For details on which specific �鶹�� AM entities are subject to SFDR, the extent to which and how they have adopted such policies and procedures please click��here.

According to the requirements under the Art. 10 SFDR, the financial market participants are required to disclose the information on website for products (including mandates) in scope of Art.8 and Art. 9. Due to the nature of our discretionary mandate offering, which is based on providing tailor-made solutions to our clients, specific information can be found in the Investment Management or Advisory agreement.

However, for further information related to information on the description of the environmental or social characteristics, methodologies used to assess, measure and monitor the environmental or social characteristics or the impact of the sustainable investments selected for the financial product, please refer to the �鶹�� AM Sustainable Investment Policy, and for ESG information on fund level please visit:

The EU ESG Rating Activities Regulation (EU) 2024/3005 establishes a harmonized framework designed to enhance the transparency, reliability and comparability of ESG ratings in the European Union, supporting the availability of clear information for investors and other market participants. From 2 July 2026, the Regulation will introduce public disclosure requirements relating to ESG rating activities, including, where applicable, information on methodologies, models and key rating assumptions.

�鶹�� Asset Management develops and uses proprietary ESG ratings and scores as part of its investment processes and in connection with certain regulated financial products and services, where ESG considerations form an integral element of the relevant analysis. This webpage provides information on those proprietary ESG ratings and scores in order to promote clarity and transparency regarding their objectives, methodologies, data sources and limitations, consistent with the applicable requirements of the Regulation.*

*Pursuant to the EU ESG Ratings Regulation, which becomes applicable from 2 July 2026, the ESG ratings disclosures will be published and made publicly available on this webpage from that date.