For foundations

Your fixed assets in line with your mission.

As a foundation, you are committed to a sustainable purpose. But sustainability is not just about the use of your funds: the way in which you invest your assets should also meet the highest standards. You can rely on our many years of experience. We support you in investing your foundation capital in line with your values and at the same time preserving it in the long term.

  • /

    Sustainable investment with impact

  • /

    Access to a strong community

  • /

    Specialist knowledge combined with personality

Asset management for foundations

We understand that your foundation's assets are more than just numbers - they are the foundation for doing good. That's why we advise you personally and independently so that your funds can be used effectively today and tomorrow. With our asset management mandate, you invest professionally, sustainably and responsibly - always in the service of your mission.

We also assist you in drawing up investment regulations, provide you with well-founded voting recommendations and enable you to exchange ideas with like-minded foundations that are also clients of Forma Futura.

  • srcset="https://formafutura.com/wp-content/uploads/2025/11/People_Paar_Website_final_1125_lowres-12-200x133.jpg

    Development of investment regulations

    We support your foundation in developing investment regulations that take into account both your legal requirements and your foundation's purpose. Together, we create clear guidelines for decisions that provide orientation, create trust and secure the purpose of your foundation in the long term.

  • srcset="https://formafutura.com/wp-content/uploads/2025/11/People_Paar_Website_final_1125_lowres-13-200x133.jpg

    Voting recommendations

    As a shareholder, you are not just a partner - you are a co-creator.

    With our voting recommendations, we provide you with the knowledge you need to advocate for sustainable solutions at general meetings. Use your voting rights - for an economy that takes responsibility and shapes the future.

  • srcset="https://formafutura.com/wp-content/uploads/2025/11/People_Paar_Website_final_1125_lowres-16-200x133.jpg

    Exchange in the network

    Behind every foundation is a unique vision - and new ideas and paths are created in exchange with others. As a Forma Futura client, you become part of a vibrant community of foundations that shares experiences, tackles challenges together and learns from each other. This not only grows your network, but also the impact of your work.

  • class="img-responsive

  • Walter Hättenschwiler

    Head of Client Advisory Services, Member of the Executive Board

Further solutions

  • For private customers

  • For pension funds

  • For family offices