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CHF individual portfolios
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Ethics Committee
Sustainable investment
We are happy to welcome private and institutional clients to our offices in Zurich. We offer comprehensive asset management and investment advisory services. Your advantage: Arete Ethik Invest is independent of banks from the strategy to the implementation of the investment policy.
Whether investment objectives, the resulting wealth planning strategy or the risk profile: our clients are involved in all processes and phases. Every decision is made jointly and is then binding for us.
With active asset allocation, quantitative and qualitative analysis methods and investment processes that have been tried and tested over many years, we strive to achieve optimum returns and growth opportunities for our clients. The long-term preservation of assets is always our priority.
We strive for sustainable development. For Arete Ethik Invest AG, this is a continuous process that takes economic, ecological and social aspects into account. We do not simply claim this: since 1995, we have been working with a qualitative analysis process that translates the “sustainability” program into our investment ethics. “An independent quality test by the
Forum Nachhaltige Geldanlagen and the University of Hamburg: Our PRIME VALUES mixed funds have been awarded 3 out of a maximum of 3 stars for a particularly sophisticated and comprehensive sustainability strategy.”
The Ethics Committee is made up of renowned experts from various specialist areas. They monitor compliance with the defined ethical standards on behalf of our investors. The committee makes well-founded decisions to determine the investment universe, which is binding for portfolio management.
The Ethics Committee bases all assessments on positive and exclusion criteria. The positive criteria are used to assess the sense of responsibility based on the following aspects:
The negative or exclusion criteria ensure that no companies are represented in the investment universe that:
We invest worldwide in equities and bonds from companies and issuers that meet our ethical criteria. We also focus exclusively on cost-transparent and predominantly liquid investments. We can show at any time where the assets are invested and what risk they are exposed to. When investing in shares and bonds, we pay close attention to companies and issuers with a high sense of ecological and social responsibility.