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.
Individual Investment Profile
Based upon an analysis of each client's risk capacity and risk appetite or according to an individual investment policy statement, Forma Futura offers different individual investment profiles in Swiss francs and Euros. If the investment policy of the foundation requires an index-oriented investment, this can be considered on the basis of a sustainable mandate. Individual portfolios start from 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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«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.»