Asset management for foundations / NPOs

Arete Ethik Invest has many years of experience and extensive expertise in supporting foundations and non-profit organizations.

Our aim is to contribute to the success of your foundation or NPO and to manage your assets sustainably.

Our services for foundations and NPOs

  • Asset management of entire portfolios or segments according to your specifications
  • Asset analysis and advice on investment strategies
  • Development of sustainability guidelines
  • Ethics analyses of companies and issuers
  • Screening of your portfolio based on defined ethical parameters
  • Advice and support in the development and establishment of ethics research

What our customers 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 prudent support in matters of asset management.”

Monika Uhlmann, Head of Finance and Deputy Managing Director

Asset management for 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 support you in many ways in achieving your investment objectives:

  • Customized asset management
    We adapt your foundation’s asset management to its objectives and risk capacity. We work with you to develop an optimal investment strategy and implement it cost-effectively.
  • Ethically sustainable asset management
    Charitable foundations and NPOs attach importance to ethically sustainable and return-oriented goals. Our approach enables responsible investing according to the highest standards. This allows you to reconcile investment success and ethics.
  • Preserving assets, securing income 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? Our asset management pursues a secure and profitable investment of the foundation’s assets, aiming for regular and predictable distributions.
  • Integrated reporting for transparency and time savings
    Our clear reporting with a review and outlook keeps you up to date at all times. This keeps you on the safe side and saves you time and money.

We consider it a matter of course not only to manage your foundation assets with the utmost care, but also to provide you with advice beyond this. We look forward to hearing from you.

To the foundation directory

We will be happy to advise you. Give us a call.

Contact

Ethics Research

Learn more