Forma Futura supports family offices whose clients place a high priority on the sustainability of their financial assets. As specialists in this field, we bring balance among the various goals in the portfolios we manage by providing both financial security and environmental and social responsibility.
Dealing responsibly with a family’s wealth requires that one adopts a long-term perspective to ensure the well-being of future generations. Forma Futura pursues this idea consistently when it comes to the selection of investments. The investments chosen should have a positive effect on the real economy and, at the same time, achieve a fair market return in order to preserve value for present and future generations.
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.