For corporate clients, Forma Futura offers individualized asset management services. Our corporate clients base the long-term success of their own company on financial soundness, customer benefits, innovation and perseverance. Forma Futura applies these same values when we are investing the company's assets.
Investments are therefore made exclusively in companies that are well managed, produce products beneficial to society, are respectful to their employees, society and the environment and are also economically strong. For us, creating wealth responsibly also means that we should not use complex financial products, but rather invest directly in stocks and bonds. In this manner, the financial sector serves the real economy.
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 requires an index-oriented investment, this can be considered on the basis of a sustainable mandate. Individual portfolios start from CHF 500'00.
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 enables me to provide independent advice without conflicts of interest and honest, fair and good service.»