Advisory and research expertise

Throughout 2021, we continued to expand our capabilities and expertise by, for example, launching comprehensive investment advisory services through our Sustainability Strategy, Advisory and Finance department (SSAF) to support our private and institutional clients in their transitions towards more sustainable investment decision-making processes. Through educational and practical workshops with specialists, we aim to support and enable our clients to formulate investment and impact policies, adapt their investment processes accordingly, and implement impact monitoring and reporting mechanisms. The advisory services also cover topics such as wealth planning, transition and next generation needs.

Credit Suisse also recruited a new team of sustainable investment strategists dedicated to advancing and consolidating Credit Suisse’s ESG practices and procedures. The work of the sustainable investment strategy team supports the prioritization of sustainability within the Credit Suisse House View by uncovering relevant insights by industry sector and at the company level across ESG dimensions.