Forma Futura offers charitable foundations individualized asset management services. Thanks to our holistic view of the business, a portfolio of investments can be constructed that is both consistent with the values of the foundation as well as achieving a fair market return.
Non-profit organizations are normally measured by how effectively they serve good causes. This also applies to an organization’s financial assets. Therefore, the management of a foundation's financial assets cannot be considered independent of the primary purpose of the foundation. Otherwise, a foundation may discover that it has invested in the securities of a company whose business is inconsistent with the foundation's purpose. This can pose significant reputational risk. Donors rarely accept their donations being used for making inappropriate investments.
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.
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.
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.