Company background

Mirabaud Asset Management (Europe) S.A. is the core business unit of Mirabaud Group. Drawing on the Group's nearly 200 years of history, it has developed into a benchmark company in the European asset management field, with both sustainable genes and a global vision.

Group Profile

• Group Foundation and Positioning:

Founded in 1819, Mirabaud Group is one of the world's oldest active asset management firms, specializing in global equities, fixed income, and private asset investments. As a "long-term value creator," its core objective is to provide clients with professional and sustainable investment strategies. With operations in major European financial centers, including Switzerland, the United Kingdom, Luxembourg, France, Spain, Italy, Canada, Brazil, Uruguay, and the United Arab Emirates, Mirabaud Group serves as a trusted long-term investment partner for its clients.

• Core Values:

We value independent thinking and a collaborative culture, encouraging investment team members to share ideas, expertise, and experience. We uphold a sense of responsibility and take accountability for investment decisions. We actively integrate ESG concepts into the investment process, promote companies to improve their ESG practices, and demonstrate our commitment to social responsibility.

• Investment Philosophy:

In equity investments, we actively select high-quality companies, focusing on their capital allocation capabilities, balance sheet health, and cash generation. In fixed income investments, we adopt an unconstrained strategy to flexibly respond to market fluctuations, while incorporating ESG factors into our analysis, striving to maximize returns while controlling risk. In private assets, we focus on sectors such as real estate, agriculture, lifestyle, and consumer goods, seeking alternative sources of returns for investors.

Company Development and Reputation

A brilliant award-winning history testifies to its exceptional strength:

The company has received numerous industry awards, demonstrating its deep expertise and influence. In 2022, it was named "Best Sustainable Asset Manager," a recognition of Mirabaud's exceptional performance and leadership in sustainable investing.

In the same year, four of its strategies—Mirabaud Global Climate Bond Fund, Mirabaud Discover Europe, Mirabaud Discover Europe (excluding the UK), and Mirabaud Global Convertible Bond Discovery Fund—received the French SRI label.This label, established and supported by the French Ministry of Finance, follows a very strict set of standards to demonstrate the systematic and measurable integration of extra-financial factors and ESG analysis in investments, highlighting Mirabeau's professionalism and foresight in the formulation and implementation of sustainable investment strategies.

High-Quality Certification:

Top EU Regulatory Backing: As a registered company in Humboldt, we strictly adhere to the EU Undertakings for Collective Investment in Transferable Securities (UCITS) and the Alternative Investment Fund Managers Directive (AIFMD), covering the full range of public and private equity assets to ensure legal and compliant cross-border investments.

Swiss FINMA Certification: This certification, recognized by the Swiss Financial Market Supervisory Authority (FINMA), makes the company a "safety-grade" institution recognized by the Swiss financial center. This demonstrates that the company meets the stringent standards of Switzerland, a global financial center, in terms of risk management and operational practices, enhancing its credibility in the international market.

UCITS and AIFMD Compliance: We fully comply with the EU's Undertakings for Collective Investment in Transferable Securities (UCITS) and Alternative Investment Fund Managers Directive (AIFMD), ensuring that our mutual funds and alternative investment funds operate in compliance with unified EU regulatory requirements and protecting investor rights.

SFDR Compliance Pioneer: All fixed income funds comply with Article 8 or 9 of the EU Sustainable Finance Disclosure Regulation (SFDR), integrating ESG factors into credit risk assessments, such as incorporating carbon footprint data into corporate bond analysis.

Morningstar Five-Star Rating: Some funds have received high recognition from international rating agencies for their excellent long-term risk-adjusted returns.