Julius Baer: Julius Br Gruppe : Sustainability at Julius Baer - Presentation

SUSTAINABILITY AT JULIUS BAER Empowering for positive impact March 2025 Sustainability strategy and governance Progress 2024 Strategic priorities for 2025 and beyond 3 SUSTAINABILITY STRATEGY AND GOVERNANCE 4 Our strategic sustainability framework A holistic approach bringing together responsible wealth management and responsible citizenship Accompany our clients on their sustainability journey Empowering clients to make a positive impact Offering a range of products and tailored solutions Going beyond products with our ecosystem of services Giving back to the communities in which we operate Improving our operations for better and greener future, including the definition of net-zero targets Ensuring a positive and inclusive workplace Integrating sustainability (risks) across processes 5 Our sustainability governance Transparent and robust sustainability governance with leadership from the top Board of Directors: Ultimate body overseeing the Group's sustainability strategy, including our climate strategy. Discussion of sustainability-related strategic initiatives, risks and opportunities on at least a semi-annual basis Sustainability Committee: A committee of our Executive Board chaired by the CEO a. i. 1 , defining and steering our sustainability strategy Sustainability Risk Committee: Sub-committee of the Sustainability Committee, overseeing and guiding the ongoing integration of sustainability into the risk management framework Executive Board: Overseeing the Sustainability Committee and formally submitting requests for approval to the Board of Directors Responsible Investment Committee: Ensuring sustainability is embedded in our investment strategy, governance, and investment culture Sustainability Team lead by the Head of Sustainability: Development of the sustainability strategy and proposing new strategic topics for the Sustainability Committee's consideration 1) The CEO a. i. will stay Chair of the Sustainability Committee going forward in his new role as Deputy CEO and COO to ensure continuity in leadership 6 PROGRESS 2024 7 Selected sustainability highlights in 2024 Continued efforts to make a positive impact on society and the environment Our highlights 2024 Ratings and indices • AA-rated, MSCI ESG • Constituent , FTSE4GOOD • Constituent , SXI Sustainability • 15.8, 'low risk exposure', Index Sustainalytics ESG Risk • 'B', CDP rating for carbon Rating disclosure • Constituent, SIX ESG equity indices Memberships and certifications Reporting standards • Task Force on Climate-Related Financial Disclosures (TCFD) • Global Reporting Initiative (GRI) 8 Responsible wealth management and knowledge Methodology and client reporting: Continuously strengthen our ESG investment rating methodology and gradual global roll-out of ESG client reporting, including climate metrics, by the end of 2025 Products and solutions: Increase net inflows in sustainability discretionary mandates or any equivalent solution until 2025, build exposure to private-equity impact investing and strengthen our philanthropy proposition Client community and knowledge: Foster global exchange, e.g., with the Sustainability Circle client community. Engage with clients through best-practice exchange, networking and sharing knowledge Research and thought leadership: Continue to provide thought leadership on relevant sustainability topics, such as Energy Transition, Future Cities and Feeding the World 9 Responsible wealth management Progress report 2024 Methodology and client reporting Increased robustness and diversified reliance of external data providers by adding a second data provider to the investment rating methodology Provided ESG client reporting in booking centres Switzerland, Luxembourg and Guernsey upon request Products and solutions Increase of AuM in sustainability discretionary mandates by 7.6% to CHF 2.9 bn Broadened impact investing offering Development and training of Global Philanthropy Expert Group Client community and Research and thought knowledge leadership • Offered Sustainability • Provided thought Circle community leadership on next activities for over 100 generation topics for our clients and prospects client and employee across Europe, Latin communities, e.g., on America and Asia Pacific, sustainable fashion, providing access to sustainable food, and thought leaders, ocean and land exchange opportunities conservation and company visits 10 Attention : This is an excerpt of the original content. To continue reading it, access the original document here . Attachments Original document Permalink Disclaimer Julius Bär Gruppe AG published this content on March 17, 2025 , and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on March 17, 2025 at 06:11:02.681 . SUSTAINABILITY AT JULIUS BAER Empowering for positive impact March 2025 3 SUSTAINABILITY STRATEGY AND GOVERNANCE 4 Our strategic sustainability framework A holistic approach bringing together responsible wealth management and responsible citizenship Accompany our clients on their sustainability journey Empowering clients to make a positive impact Offering a range of products and tailored solutions Going beyond products with our ecosystem of services Giving back to the communities in which we operate Improving our operations for better and greener future, including the definition of net-zero targets Ensuring a positive and inclusive workplace Integrating sustainability (risks) across processes 5 Our sustainability governance Transparent and robust sustainability governance with leadership from the top Board of Directors: Ultimate body overseeing the Group's sustainability strategy, including our climate strategy. Discussion of sustainability-related strategic initiatives, risks and opportunities on at least a semi-annual basis Sustainability Committee: A committee of our Executive Board chaired by the CEO a. i. 1 , defining and steering our sustainability strategy Sustainability Risk Committee: Sub-committee of the Sustainability Committee, overseeing and guiding the ongoing integration of sustainability into the risk management framework Executive Board: Overseeing the Sustainability Committee and formally submitting requests for approval to the Board of Directors Responsible Investment Committee: Ensuring sustainability is embedded in our investment strategy, governance, and investment culture Sustainability Team lead by the Head of Sustainability: Development of the sustainability strategy and proposing new strategic topics for the Sustainability Committee's consideration 1) The CEO a. i. will stay Chair of the Sustainability Committee going forward in his new role as Deputy CEO and COO to ensure continuity in leadership 6 PROGRESS 2024 7 Selected sustainability highlights in 2024 Continued efforts to make a positive impact on society and the environment Our highlights 2024 Ratings and indices • AA-rated, MSCI ESG • Constituent , FTSE4GOOD • Constituent , SXI Sustainability • 15.8, 'low risk exposure', Index Sustainalytics ESG Risk • 'B', CDP rating for carbon Rating disclosure • Constituent, SIX ESG equity indices Memberships and certifications Reporting standards • Task Force on Climate-Related Financial Disclosures (TCFD) • Global Reporting Initiative (GRI) 8 Responsible wealth management and knowledge Methodology and client reporting: Continuously strengthen our ESG investment rating methodology and gradual global roll-out of ESG client reporting, including climate metrics, by the end of 2025 Products and solutions: Increase net inflows in sustainability discretionary mandates or any equivalent solution until 2025, build exposure to private-equity impact investing and strengthen our philanthropy proposition Client community and knowledge: Foster global exchange, e.g., with the Sustainability Circle client community. Engage with clients through best-practice exchange, networking and sharing knowledge Research and thought leadership: Continue to provide thought leadership on relevant sustainability topics, such as Energy Transition, Future Cities and Feeding the World 9 Responsible wealth management Progress report 2024 Methodology and client reporting Increased robustness and diversified reliance of external data providers by adding a second data provider to the investment rating methodology Provided ESG client reporting in booking centres Switzerland, Luxembourg and Guernsey upon request Products and solutions Increase of AuM in sustainability discretionary mandates by 7.6% to CHF 2.9 bn Broadened impact investing offering Development and training of Global Philanthropy Expert Group Client community and Research and thought knowledge leadership • Offered Sustainability • Provided thought Circle community leadership on next activities for over 100 generation topics for our clients and prospects client and employee across Europe, Latin communities, e.g., on America and Asia Pacific, sustainable fashion, providing access to sustainable food, and thought leaders, ocean and land exchange opportunities conservation and company visits 10 Attachments Original document Permalink Disclaimer Julius Bär Gruppe AG published this content on March 17, 2025 , and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on March 17, 2025 at 06:11:02.681 .