Ethos Foundation
Overview
Established in 1997, the Ethos Foundation is a Swiss-based organization that aims to assist pension funds and public benefit foundations in adopting sustainable and responsible investment practices. It focuses on integrating environmental, social, and governance (ESG) criteria into investment strategies to promote a stable and prosperous socio-economic environment for current and future generations. The foundation's members include Swiss pension funds and public benefit foundations, which collectively manage substantial assets, enhancing its influence in advocating for ESG best practices among listed companies. To achieve its objectives, the Ethos Foundation established Ethos Services in 2000, which offers a range of services dedicated to socially responsible investment (SRI). These services include sustainable investment funds, stock market indices, and active ownership tools that enable investors to exercise their shareholder rights to encourage companies to improve their ESG practices. Ethos Services also provides training courses for members of pension fund boards and management committees to deepen their knowledge of sustainable finance. Over the years, the Ethos Foundation has played a pioneering role in Switzerland by promoting ethics within finance and urging listed companies to enhance their governance and social and environmental responsibility. It has been instrumental in raising awareness among financial players about ethical issues and advocating for best practices in corporate governance, contributing to the advancement of sustainable development in the financial sector.
Investment Focus
- Investments must align with ESG criteria
- Focus on sustainable and responsible investment practices
- Target companies with strong governance structures
- Preference for investments in sectors promoting environmental sustainability
- Interest in companies with positive social impact initiatives
- Consideration of long-term socio-economic benefits
- Alignment with the foundation's mission to promote a stable and prosperous socio-economic environment
- Preference for investments in companies with transparent reporting on ESG factors
- Interest in supporting companies committed to ethical business practices
- Consideration of investments that contribute to the UN Sustainable Development Goals
Portfolio Companies
Reach Ethos Foundation directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Ethos Foundation
What sectors does Ethos Foundation invest in?
Ethos Foundation invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Brent, United Kingdom. Ethos Foundation is listed as a institutional investor in the ConnectSafely investor database.
What stage does Ethos Foundation invest at?
Ethos Foundation backs companies at Early Stage, Growth, Late Stage, Pre-IPO, Buyout and Turnaround, writing cheques of 1M - 50M.
Which regions does Ethos Foundation invest in?
Ethos Foundation invests across United States, United Kingdom, Canada, Germany, Hong Kong and Japan.
Who are the partners at Ethos Foundation?
Team members listed for Ethos Foundation include Lucy Blythe (Founder/Director of Philia International) and Grant Gordon (Chair).
What companies has Ethos Foundation invested in?
Ethos Foundation's portfolio includes Nestlé, Swiss Re, Roche, Novartis, UBS, Credit Suisse, Zurich Insurance Group and Swisscom.
How do I contact Ethos Foundation?
Ethos Foundation's contact details — including LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
