The UZH Foundation's Investment Committee oversees asset allocation,
investment risk, return development, and the implementation of
sustainability goals within our portfolio. The investment strategy and
tactics are continuously refined to meet evolving needs.
The UZH Foundation invests its available financial resources with a focus on security and achieving sustainable returns through an ecologically and socially responsible investment strategy. These funds are managed in accordance with donor agreements to ensure the Foundation's obligations are met on time. External asset managers, appointed by the Foundation Board upon the request of the Investment Committee, manage the assets. Compliance with asset management guidelines is periodically monitored by internal committees and supplemented by an analysis conducted by an independent investment controller.
Sustainability criteria are a fundamental aspect of our investment strategy. The goal is to contribute to the objectives of the 2015 Paris Climate Agreement while safeguarding the legitimate interests of all stakeholders. Asset managers who work with the UZH Foundation for listed portfolios are tasked with aligning them with a 2.0-degree warming pathway by 2030 and a 1.5-degree warming pathway by 2050 at the latest. For private market investments, where less detailed information on global warming potential is typically available, qualitative climate-related sustainability criteria and processes are applied. In addition to the warming pathway, other environmental, social, and governance (ESG) factors are also considered.
The implementation of this sustainable investment strategy, supported by favorable capital market performance, resulted in a positive financial outcome with a net return of 6.96% in 2024.
«With our sustainable investment strategy, we can professionally manage UZH's donations and benefit from developments in the capital markets.»
Dr. Felix R. Ehrat, Board of Trustees and Chairman of the Investment Committee of the UZH Foundation.
