Asset management for ethical investments – since 1995

Arete Ethik Invest is an independent asset management boutique based in the heart of Zurich. As a pioneer of ethical investment in Switzerland and the DACH region, we are your ideal partner if you want to reconcile investing ethically and sustainability with attractive long-term returns.

Arete Ethik Invest is an independent asset management boutique based in the heart of Zurich. As a pioneer of ethical investment in Switzerland and the DACH region, we are your ideal partner if you want to reconcile investing ethically and sustainability with attractive long-term returns.

Find out more about us and our investment philosophy in the video.

What we offer

For private individuals

Portfolio and risk analysis of your current investments

Investment strategy advice, considering your investment objectives and risk appetite

Asset management according to your specifications.

For institutional investors

Asset management of multi-asset or single asset portfolios according to your specifications based on our universe of ethical-sustainable debt and equity issuers

Development of sustainability guidelines and advice on investment strategies

For foundations and NPOs

Asset management for charitable foundations and NPOs – with sustainable and income-oriented investment strategies and objectives.

Portfolio screening encompassing defined ethical and sustainability parameters

Why invest money ethically?

Ethical investing reflects responsibility towards society and the environment; supports positive change and has shown to generate better long-term returns. It reduces the risks of investing in businesses that use unethical practices and high reputational risk that can damage returns. Investing ethically and sustainably also contributes to creating a better world.

Talk to us about your investment goals and expectations.

Help support a more ethical and sustainable world through your investments.
We will be happy to answer any questions you may have.

News

  • > June 10th, 2024
    Arete-Webinar 20. Juni 2024

    Arete-Webinar 20. Juni 2024: Mikroplastik, Biodiversitätsverlust,... die richtige Zeit, dem Geld eine gute Richtung zu geben. "Konsequent investieren: Warum ist der Ethik-Fonds PRIME VALUES Growth zukunftsfähig?"

  • > June 10th, 2024
    Wer entscheidet eigentlich, welche Titel für einen Ethik-Fonds klassifizieren?

    Was heißt nachhaltig? Einige Fondsanbieter holen sich Unterstützung von außen: Sie haben externe Beiräte berufen, die das Anlageuniversum definieren oder zumindest die Leitplanken setzen, innerhalb derer sich die Portfoliomanager bewegen dürfen.

  • > May 7th, 2024
    Gunter Schäfer neu bei Arete Ethik Invest AG

    Arete Ethik Invest und Gunter Schäfer, ehemals Ökoworld, beschließen Zusammenarbeit und verstärken Vertrieb, Marketing und Öffentlichkeitsarbeit in Deutschland.