Responsible conduct
7orca is committed to upholding ethical standards and acting responsibly towards all of its stakeholders, including clients, business partners, and employees.
Responsibility towards customers and business partners
As an independent and focused asset manager, 7orca places the objectives of its clients at the centre of its activities. We avoid conflicts of interest and ensure the equal treatment of all clients. Our employees act with integrity and receive ongoing training on topics such as anti-money laundering, compliance, and data protection.
Our business processes are based on the applicable legal framework and regulatory requirements.
Responsibility towards employees
Our innovative corporate culture is characterised by dynamism, proactivity, a high degree of personal responsibility, and mutual trust. We foster a collegial working environment built on openness and respect.
We actively support our employees in further developing their professional and social skills. Their satisfaction and initiative form an essential part of 7orca’s corporate culture.
Responsibility towards the environment
We are also committed to sustainability with regard to the environment. 7orca seeks to incorporate sustainability aspects into its operations, for example by using green electricity and favouring remote presentations (webcasts) over in-person events. In addition, our employees largely avoid the use of fossil-fuel vehicles when commuting.
Signatory
to the UN PRI
In 2019, we became a signatory to the UN PRI (Principles for Responsible Investment). This United Nations initiative aims to integrate environmental, social, and governance factors into investment processes.
Sustainability in
investment processes
As a specialised asset manager, we offer our clients solutions for managing foreign currency risks as well as investing in FX factor strategies. These strategies are implemented using straightforward derivative instruments such as forward exchange contracts, options, and futures on underlying equities, bonds, and currencies. Long investments in bonds are used for the bond floor of our FX factor strategies.
To capture the sustainability risks of individual securities (equities and bonds, or derivatives with the corresponding underlying), we rely on the specialised expertise of our external partner MSCI. We use MSCI ESG Ratings covering more than 14,000 issuers. Each issuer is assessed relative to its peers with respect to its resilience to ESG risks and its ability to seize opportunities arising from change. The integration of this data into our investment processes results in the exclusion of securities with below-average ratings.
We also take sustainability risks into account when using derivatives on indices or currencies, although their assessment still proves challenging. We monitor the emergence of new products, such as derivatives based on ESG-compliant indices. Their use will also be carefully weighed against risk considerations, for example potential constraints on liquidity.
You can find more information, in German, on dealing with sustainability risks below