Sustainable Investing

Investing in a sustainable future

For Bridgepath Capital, sustainable investing means that an investor uses his or her financial assets to make a positive contribution to the quality of life while, at the same time, achieving a fair market rate of return.

To reach these goals, a client’s assets are invested exclusively in companies that meet the strict criteria incorporated in our investment selection process. Our team of investment analysts determines what investments qualify by answering the following fundamental question: What does a company make, and how? In order to assess this, our analysts measure the company’s performance in the following key areas:

Leadership and Employees

Strategy and Products

Society and Environment

This sustainability assessment is binding and of equal weight to the financial assessment of each company that is performed by our team of investment specialists. In their analyses, they evaluate the following criteria:

Financial Soundness

Strategic Market Positioning


Potential Long-term Performance

The belief that the sustainability performance of a company as well as its economic performance must both be excellent forms the core tenet of responsible investing at Bridgepath Capital.

The portfolios of Bridgepath Capital therefore achieve performance comparable to non-sustainable investments. In addition, they have the advantage that most additional risks have been identified, thanks to the broader analyses of companies.