Indosuez Wealth Management has launched its first bond fund classified under Article 9 of the EU Sustainable Finance Disclosure Regulation.
The fund, Indosuez Funds – Chronos Green Bonds 2028, enables investments in green bonds issued by companies undertaking environmentally positive projects, such as renewable energy, green buildings and clean transport.
As an Article 9 fund ( products with a primary sustainable investment objective), the bond is designed for investors with a “conservative risk profile” and offers fixed maturity, providing visibility on potential performance at maturity while maintaining moderate risk.
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The fund comprises around 60 securities across various sectors and regions, and exclusively finances companies committed to projects aligned with the United Nations Sustainable Development Goals, adhering to the International Capital Market Association’s Green Bond Principles.
This portfolio is developed with input from Indosuez Wealth Management’s credit and ESG analysts. The companies financed are selected based on fundamental analysis and ESG quality by the bond management team in Paris.
According to the firm, to ensure the integrity of the projects, independent external rating companies and non-profits monitor the objectives of the companies financed by the fund.
Alexandre Drabowicz, CIO of Indosuez Wealth Management, commented: “The green bond market has grown considerably in recent years. Originally intended for institutional investors, it is now open to private investors. This is consistent with our wish to support the financing of the energy transition and our clients’ growing wish to contribute through appropriate solutions.”
