Whoever invests money in securities has a responsibility for where that money flows. Forma Futura is an independent asset management company that invests all of its client funds in a manner that ensures that they increase the sustainable quality of life and, at the same time, achieve a fair market return.
Forma Futura offers asset management services for private clients, charitable foundations, family offices, corporate clients and pension funds. For each client, we establish tailored individual portfolios in which all the investments meet the strict criteria of our investment selection process. As a result, the money is invested in economically sound companies that have structures, processes and products that protect and improve the living conditions of present and future generations.
Sustainable Quality of Life
Our team of sustainability analysts selects companies for whom sustainability is not just a marketing tool, but is authentically lived in the company’s activities. These companies demonstrate, among other things, exemplary performance in terms of resource consumption, promotion of diversity in their leadership or distinguish themselves in human resources development. Among the many criteria we consider, we also determine whether the company's products and services are beneficial.
Fair Market Returns
Our team of financial specialists analyzes the companies with respect to their financial soundness. Our investment universe consists of shares and bonds of listed companies worldwide. We achieve fair market returns.
The business policy of Forma Futura is based on clear values that provide direct benefits to our clients. To preserve our independence, we do not offer own financial products and have a transparent fee schedule to avoid all potential conflicts of interest.
Our goal is to help you invest in a better future: one that is financially, environmentally and socially sustainable.
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«My personal goal is to put our values – responsible, sustainable, respectful, transparent and courageous – into practice. Forma Futura allows me to provide impartial advice to our customers without any conflicts of interest and to offer honest, fair and good service.»