Asset management for institutional investors

Various institutional investors from Switzerland, Germany and Austria rely on the expertise of Arete Ethik Invest.

Regulatory sustainability compliance or the implementation of ethical and sustainable investment strategies with individual preferences or exclusion criteria? We offer the same guarantee for this as we do for compliance with investment or pension fund regulations. A high level of cost efficiency is fundamental for us when implementing the investment strategy.

Our services for institutional investors

  • Asset management of overall portfolios or segments according to your specifications with an ethically-sustainable investment universe
  • Development of sustainability guidelines
  • Advice on investment strategies
  • Management of white label funds or special funds.

Advantages of our sustainable asset management

It pays to take basic ethical values into account when making investment decisions. After all, behavior that is harmful to the environment or society not only damages a company’s reputation, but can also have a negative impact on profitability (e.g. declining sales or fines).

Arete Ethik Invest examines all companies and countries from 5 ethical perspectives before making an investment. This careful selection process substantially reduces such risks.

With over 30 years of experience, Arete Ethik Invest is a pioneer in the field of ethically sustainable investment and thus guarantees the highest quality standards.

  • Your assets are only invested in companies and countries that meet or exceed our high expectations of ethical standards.
  • Together with experienced experts in the field of ethical research and portfolio management, we find economically exciting securities that meet the high ethical standards.
  • We will only invest your assets once the PRIME VALUES Ethics Committee has given its “seal of approval”.
  • Our services are characterized by the fact that we carry them out independently of banks and neutrally. Entirely in your interests.
  • You benefit from the advantages of our cooperation with various fund management companies and custodian banks.
  • We know the regulatory challenges you face as an institutional investor. And offer you the right solutions.

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

Ethics Research