Reaching the goal together.

We are pleased 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 strategy to the implementation of the investment policy.

Whether investment goals, the asset planning strategy derived from them or the risk profile: our clients are involved in all processes and phases. Every decision is made jointly and is then binding for us.

Getting ahead with a system.

With an active “asset allocation”, quantitative as well as qualitative analysis and investment processes that have proven themselves over many years, we strive for optimal return and growth opportunities for our clients. The long-term preservation of assets is always in the foreground.

Proven sustainable.

We strive for sustainable development. For Arete Ethik Invest AG this is a continuous process that brings economic, ecological and social aspects to bear. We do not simply claim this: since 1995 we have been working with a qualitative analytical process that transfers sustainability into our investment ethics methodology. “An independent quality test certificate from Forum
Nachhaltige Geldanlagen and the University of Hamburg has been awarded to our PRIME VALUES mixed funds with 3 out of a maximum of 3 stars for a “particularly sophisticated and comprehensive sustainability strategy.”

Ethical and independent.

The Ethics Committee is made up of renowned experts from various fields. They monitor compliance with the defined ethical standards on behalf of our investors. With well-founded decisions, the committee determines the investment universe that is binding for portfolio management.

Positive criteria.

The Ethics Committee bases all assessments on positive and exclusion criteria. With the positive criteria, the sense of responsibility is tested by means of the following aspects:

  • Understanding of responsibility
  • Products and services
  • Processes
  • Protection of natural resources
  • Reputation

Exclusion criteria.

The negative or exclusion criteria ensure that no companies are represented in the investment universe that:

  • Disregard human rights
  • Are Involved in the production or trade of weapons
  • Accelerate climate change
  • Use socially controversial technologies
  • Are involved in critical activities

Focused and transparent

We invest worldwide in equities and bonds of companies and issuers that meet our ethical criteria. In addition, we rely exclusively on cost-transparent and predominantly liquid investments. In doing so, we can show at any time where the assets are invested and what risk they are exposed to. When investing in equities and bonds, we pay close attention to companies and issuers with a high sense of ecological and social responsibility.

Basic

Investment Process

Business Principles