Asset Management Helvetic Trust
Sustainable Investment

«Sustainability does not mean making profits that flow into environmental and social projects, but making profits that are already environmentally and socially acceptable.»
(Iris Pufé, «Sustainability» 2014, page 16)

Our process in detail, from the idea to the sustainable investment strategy:

  • Context What does sustainability mean to you? Your definition is the lynchpin of the investment strategy.
  • Vision and Mission Joint development of a vision of how the company's values will develop and what impact this will have on your investment.
  • Investment principles Development of your exact investment principles, e.g. sustainable investing, impact investing, exclusion criteria, ESG, restrictions, etc.
  • Strategy and selection Definition of medium- and long-term risk and return expectations.
  • Implementation definition of asset allocation, selection of managers, reporting of investment results, monitoring of managers, risk management.
Impact Investing

The «5 Elements»

  • The basic principles of nature are the five elements earth, air, fire, water and cohesion. They form the basis of life.
  • Even if these principles appear very spiritual and not clearly rational today, the essence of the five-element theory forms the basis of modern physics and natural sciences.
  • They can be a guide when considering sustainable developments and planning sound investments.
  • The first four elements alone have little effect, only the interaction of all elements creates life. This interaction, called cohesion, represents the 5th element for us.

Helvetic Trust sees itself as the client's partner and is responsible for managing and advising liquid financial assets as part of a sustainable investment policy.

To arrange a personal consultation, please contact one of our team in Zurich, Bern, Lausanne or London.