Ivan Walser, fund manager at Graubündner Kantonalbank, explains why quality and high ESG scores are strongly correlated and why he is currently overweighting the financial sector and investing in Kuehne + Nagel.
Graubündner Kantonalbank has been running a global equity fund since 2017. The manager in charge, Ivan Walser, managed to beat the world stock market. The fund, which is limited to a maximum of fifty companies, has been aligned to ESG criteria since last year. In addition to financial parameters, the investments are selected with a view to the environment, society and corporate management.