Arete Ethik Invest has many years of experience and extensive expertise working with foundations and non-profit organisations (NPOs). Our aim is to contribute to the success of your foundation or NPO and to manage your assets ethically and sustainably.
Our services for foundations and NPOs
- Asset management of multi-asset or single asset portfolios according to your specifications
- Portfolio analysis and investment strategy advisory
- Developing sustainability guidelines
- Ethical analysis of debt and equity issuers – governments, government-related institutions, companies and others
- Portfolio screening encompassing defined ethical and sustainability parameters
- Advice and support in the development and establishment of ethics research
What our clients say
“As a certified non-profit organization, we are obliged to have adequate financial reserves. Arete Ethik Invest AG has been managing these for many years with a convincing ethical investment approach and provides us with reliable and pragmatic support in asset management issues.”
Monika Uhlmann, Head of Finance and Deputy Managing Director
Asset management that meets your challenges
Charitable foundations and NPOs face numerous challenges in defining and implementing their investment strategy, taking into account statutory requirements, risk management, income targets and, in particular, reputational risks. We can help you achieve these goals in a variety of ways:
- Customised asset management
We work with you to help determine your foundation’s asset management approach, defining the objectives and risk taking capacity. We work with you to create an optimal investment strategy, implementing it in a cost-effective way. - Ethical and sustainable asset management
Charitable foundations and NPOs attach importance to both ethical-sustainable investing and income-oriented goals. Our approach successfully combines these two objectives. Allowing easy reconciliation of investment success with high ethical standards. - Capital preservation, income protection and systematic risk management
Are you aiming to preserve the foundation’s assets in the long term and at the same time fulfill your purposes solely from the income generated? Our asset management solutions seek to pursue a secure and profitable investment of the foundation’s assets that also ensures regular and predictable distributions. - Integrated reporting for transparency and time saving
Regular, transparent and comprehensive reporting keeps you up-to-date and well informed of the performance of your assets.
Rest assured we not only manage your foundation assets with the utmost care, but also provide you with the most appropriate and necessary advice and support you need to achieve your goals.
We look forward to hearing from you.