Roman Boner

Portfolio Manager

After a decade of experience in the Sustainable Investments space, I am now over seeing a major shift today’s sustainability. While 10 years ago only a very small minority cared about sustainability, today almost everybody talks about the Environmental, Social and Governance (ESG) aspects of investing.

Integrating ESG factors to a fundamental investment process is now a necessity. While most investors still think about ESG as a risk management tool, I strongly believe it should be seen as major investment opportunity. Recognising the sustainable impact trends timely and selecting the right companies can be a highly rewarding strategy. I am particularly proud to be the lead Portfolio Manager for a Global Sustainable Equity Fund, which received 5 Stars from Morningstar in 2018 for consistent outperformance.

Roman started his career 1996 at UBS in various talent programs where he gained insights into various divisions such as Private Banking, Asset Management and Trading. Roman joined UBS Global Asset Management in 2003 as Portfolio Manager and focused from 2005 on different sustainable equity strategies. In 2013, Roman joined Swisscanto Invest as Senior Portfolio Manager where he was responsible for managing different sustainable global equity funds and co-managed different sustainable multi-asset funds. 

Roman graduated from the Zürich University of Applied Sciences, with a degree in Economic and Business Administration and is a CFA charter holder.