Charitable Foundations

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.

Would you like to find out more?

We are happy to hear from you!

Patrick Spengler

Patrick Spengler

Head Private Clients and Foundations

«I am pleased to share Forma Futura’s many years of experience in the field of sustainable asset management with our customers. I am convinced that investors, through their investment behaviour, can make a major contribution to ensuring a sustainable quality of life. We are of course very pleased that responsible investment is becoming increasingly important among investors as well as regulators.»