Julius Bär Gruppe (BAER) Investor presentation summary

Strategic sustainability framework

• Holistic approach integrates responsible wealth management and citizenship, focusing on climate, diversity, and community engagement.

• Empowers clients to make positive impacts through tailored products, solutions, and education.

• Prioritizes net-zero targets, diverse and inclusive workplace, and integration of sustainability risks.

Sustainability governance

• Board of Directors oversees strategy, risks, and non-financial reporting, with committees monitoring sustainability and regulatory developments.

• Executive Board integrates sustainability into objectives and remuneration, and supervises the Sustainability Committee.

• Sustainability Committee, chaired by Deputy CEO/COO, sets strategy and manages risks.

• Dedicated Sustainability Team develops strategy and proposes new topics.

2025 sustainability progress and highlights

• Achieved AAA MSCI ESG rating and 40% of AuM classified as responsible or sustainable investments.

• Reduced business travel emissions by 45% vs. 2019 and scope 1 and 2 emissions by 58%.

• 49% of investments allocated to companies with SBTi targets; 31% women in Director and above roles.

• Over 500 client-facing employees received in-depth sustainability training.