Forma Futura offers individualized asset management services to our private clients. At the heart of our client relationship is a personal consultation. We meet with you and spend whatever time is necessary to understand your precise personal needs regarding financial security and sustainability and then help you choose an investment profile that is right for you.
Our clients can thus achieve two positive effects with their investments: first, the investments make a real contribution in the economy and contribute to increasing a sustainable quality of life. Second, the investments generate a fair market return which helps preserving the portfolio’s long-term value.
Forma Futura makes sustainable long-term investments in companies that meet all of the strict criteria of our investment selection process. Investments are made only in liquid, exchange-traded securities. Preference is given to direct investments in stocks and bonds. For reasons of diversification, targeted sustainable equity funds may also be used.
Individual Investment Profile
Based upon an analysis of each client's risk capacity and risk appetite, Forma Futura offers different individual investment profiles in Swiss francs and Euros. Depending upon the chosen strategy, the equity component can range between 0 and 100 percent. Individual portfolios start from approximately CHF 500'000.
Asset management with Forma Futura includes detailed reporting. In addition to a statement of portfolio performance, we also report on the sustainability performance of as well as the key financial figures of the companies and funds held in the portfolio.
Exercising Active Shareholders' Rights
Another service we provide our clients is the voting recommendations for the shareholders' meetings of Swiss companies. The exercise of shareholder voting rights is an essential tool for influencing the sustainable development of enterprises.
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«Empowering the investor to be able to use capital as a resource for improving a sustainable quality of life and to earn a competitive, risk-adjusted return at the same time, is a central concern of mine.»