Forma Futura offers asset management mandates in Swiss Francs and Euro with different risk profiles. Investment selection is based on the new Forma Futura Quality-of-Life approach (FFQL - Approach).
Our clients’ assets will be invested in companies and countries that seek to make a positive and sustainable contribution to enhancing the quality of life. In addition to traditional financial analyses, Forma Futura Quality-of-Life criteria will be taken into account in the following areas

• Society
• Ethics
• Ecology
• Value-oriented corporate management
• Future-directed innovation
• Natural resources
• Sustainable technologies
  

Our comprehensive client advisory process ensures that our investment portfolios reflect our client”s requirements. 

Our methodology allows us to integrate clients’ personal investment preferences into the investment strategy. Our Clients can choose between a FFQL Mandate benchmark (FFQL sector leaders) and a FFQL Mandate Premium (additional FFQL Focus) with customized portfolio components.

Asset management mandates

• Mandate on the basis of collective investments
• Mandate on the basis of particular securities
• Individual mandates

Reporting
Our reporting comprises not only financial elements, but also seeks to illustrate how the investments are contributing to improving the quality of life.

Advisory
We offer the following investment advisory services to our clients: 

• Financial planning advice tailored to client requirements
• Support in the evaluation and development of proprietary projects.
  Please do not hesitate to contact us if you would like specific information about our services (Contact).