JUL. BAER GRP.
JGE.XETRA | Fund management activities
Julius Baer Group Ltd. is a global wealth management company and investment bank. It provides a range of services including wealth planning, investment management, lending, and wealth structuring solutions to private clients. The company operates through a network of locations in Europe, Asia, the M...Show More
Better Health for All
0
No evidence available to assess JUL. BAER GRP on Better Health for All.
Fair Money & Economic Opportunity
0
No evidence available to assess JUL. BAER GRP on Fair Money & Economic Opportunity.
Fair Pay & Worker Respect
20
Julius Baer reported a Global DE&I score of 8.1 out of 10 at the end of 2023.
1
The company conducts internal and external equal pay analyses, which have shown an average gender pay gap below the 5% regulatory threshold globally since 2015, indicating no systemic bias.
2
Fair Trade & Ethical Sourcing
10
Julius Baer Group, as a wealth management and investment banking firm, does not procure or trade physical commodities, rendering several fair trade and ethical sourcing KPIs not applicable. The company has made its Code of Conduct for Business Partners mandatory in all supplier contracts since 2008, indicating 100% coverage of enforceable ethical-sourcing clauses.
1
No specific data is available regarding the percentage of the procurement budget directed to diverse suppliers.
2
Honest & Fair Business
0
No relevant evidence was found in the provided articles to assess JGE.XETRA against the 'Honest & Fair Business' ethical value. The articles either pertain to a different company or were inaccessible.
Kind to Animals
0
As a financial institution, Julius Baer Group's core business model does not involve activities related to animal testing, animal agriculture, or the production of animal-derived products. Therefore, KPIs such as cruelty-free certification, alternative testing, humane operations, ethical input substitution, cage-free sourcing, animal testing policy and volume, innovation investment, animal agriculture ethics, and animal-free R&D collaboration are not applicable. While the company supports habitat restoration projects, the articles do not provide specific, quantifiable biodiversity impact metrics (e.g., species recovery, population increases, or biodiversity indices) or the percentage of revenue allocated to these projects, which are required to score the 'wildlife_conservation_impact' KPI. Similarly, public policy engagement is mentioned generally for sustainability, but not specifically for animal welfare policy improvement or advocacy, leading to its omission.
No War, No Weapons
-10
Julius Baer, a wealth management and investment bank, has no defense or arms-related activities in its core business, nor does it develop or sell dual-use products, use AI militarily, or have defense assets to divest.
1
The company has a zero-tolerance policy on sanctions breaches and procedures to comply with sanctions.
2
Its Code of Conduct for Business Partners is mandatory in all supplier contracts, covering human and labour rights, health and safety, environmental protection, diversity and inclusion, conflicts of interest, and anti-corruption and anti-bribery factors.
3
The company also outlines its commitment to preventing child labor and addressing conflict minerals, detailing supply chain policy, internal regulations, and adherence to international standards.
4
As a financial institution, it is not subject to Arms Trade Treaty declarations or exports requiring end-user certificates.
5
Planet-Friendly Business
-30
Julius Baer Group's total Scope 1, 2, and 3 greenhouse gas emissions were approximately 1.35 million tCO₂e in 2024
1
, with operational, business travel, and financed emissions all showing year-on-year declines greater than 5%. Its near-term climate targets were validated by the Science Based Targets initiative (SBTi) in 2023
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, and it publishes progress, with 39.6% of investments having SBTi targets by 2024
3
, exceeding its 2025 target of 36%.
4
The company has committed to achieving net-zero emissions for its own operations (Scope 1 and 2) by 2030
5
, with a target to reduce these emissions by 90% from a 2019 baseline.
6
It also targets net-zero for its treasury, mortgage, and lending books by 2050
7
, with a 90% reduction from a 2021 baseline.
8
Julius Baer has fully adopted the recommendations of the Task Force on Climate-Related Financial Disclosures (TCFD)
9
, disclosing on governance, strategy, risk management, and metrics. It conducts comprehensive climate scenario analysis, including low warming (Net Zero 2050, Delayed Transition), hot house (IPCC SSP3, SSP5), and 3°C warming scenarios (NDCs, Current Policies, Fragmented World)
10
, and calculates Climate Value at Risk (CVaR).
11
Julius Baer sources 100% renewable electricity for its operations in Switzerland, Sao Paulo, Germany, Guernsey, Mumbai, Dublin, Luxembourg, Monaco, Singapore, and London.
12
Its nature-based projects engage over 1,000 local community members
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and transparently share 25% of carbon revenues
14
, demonstrating an established climate justice program with regular community engagement.
15
Respect for Cultures & Communities
0
No evidence was found in the provided articles to assess Julius Baer Group Ltd. against the 'Respect for Cultures & Communities' ethical value. The articles discuss internal board compensation
1
and gender equality within the company
2
, explicitly stating no data is present regarding external community relations or cultural sensitivity
3
.
Safe & Smart Tech
0
Julius Baer states compliance with ISO/IEC 27001, GDPR, FINMA, and other applicable data protection laws.
1
The company has no documented incidents of unauthorized data use and maintains standard data governance practices. Users are afforded standard data subject rights, including access, rectification, deletion, and data portability.
2
Zero Waste & Sustainable Products
20
The company achieved a 91% recycling rate.
1