At a glance

Your assets can change.

You create security with your assets. And you can use it to take responsibility. Forma Futura supports you in making a contribution to the positive transformation of the economy and society. We offer sustainability without compromise, quality-oriented portfolio management and customized personal support.

Systems with a
future

We use a multi-stage selection process, which we are continuously developing, to identify investments that meet our high standards - both from a financial and a sustainability perspective.

Implementation with effect

We monitor the companies we invest in and contact them regularly. In this way, we ensure that the company's financial, social and environmental performance is always in line with your needs and objectives.

Advice at eye level

Competent and personal:
Our interdisciplinary team supports you individually, free from conflicts of interest and independent of products. Together we will find the best solution for your needs.

Our solutions

  • For private customers

  • For foundations

  • For pension funds

  • For family offices

We offer return on investment and impact

We combine professional asset management with a strategic commitment to a future worth living. We make targeted investments in sustainable companies and maintain an ongoing dialog with them. Not lecturing, but in partnership. Not utopian, but pragmatically focused on what is achievable. Our long-standing track record and our annual impact reports show that this approach works from both a return and an impact perspective.

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Historical vs. benchmark performance

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Strong partners

For the safekeeping of your investments and the efficient processing of stock exchange transactions, we have been working with four established custodian banks for many years. These long-standing partnerships are based on mutual trust and are a further example of the sustainability practiced at Forma Futura. Our customers also benefit from attractive special conditions for custody account management and transaction fees.

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