Our partners

After around 15 years as a branch of Raiffeisen Switzerland, Raiffeisenbank Thalwil became an independent cooperative bank at the beginning of 2022. It focuses in particular on local proximity, sustainability and entrepreneurship and supports its members and customers with expert commitment and a wide range of services.

Family-owned J. Safra Sarasin can look back on a long and successful history in private banking. Bank J. Safra Sarasin Ltd. is a leading, sustainable private bank that combines all the advantages of the Swiss financial centre with dynamic and personalized advisory services and focuses on investment opportunities in the international financial markets.

Bank Vontobel AG can look back on a long tradition as one of Switzerland's leading private banks and has established itself as a globally active financial expert. Vontobel specializes in the three business areas of wealth management, active asset management and investment solutions and is continuously and successfully expanding these both in its home market and internationally. Vontobel's entrepreneurial independence is guaranteed by the close ties that the Vontobel families continue to have with the company.

Zürcher Kantonalbank is successfully positioning itself as a universal bank with regional roots and an international network. It is the largest cantonal bank in Switzerland and occupies the leading position in the universal banking business in the Zurich economic area. Zürcher Kantonalbank is wholly owned by the Canton of Zurich and has a state guarantee.

Swiss Sustainable Finance (SSF) is a network founded in 2014 with the aim of strengthening Switzerland's position as a leading location for sustainable financial services. It connects financial institutions, asset managers, NGOs and academia, promotes the exchange of knowledge and develops common standards and best practices for responsible investing. SSF membership offers us a platform for cooperation, increased visibility in the market and access to the latest specialist knowledge, relevant market data and political developments

öbu is the Swiss association for sustainable business, which brings together companies from various sectors to combine ecological responsibility, social justice and economic success and to promote the implementation of the United Nations Sustainable Development Goals. It offers a platform for exchange, training and cooperation as well as access to practical tools and projects in the field of sustainability.

CRIC is an association active in German-speaking countries that promotes ethical and sustainable investment. It promotes exchange between investors, academia and civil society, develops quality standards and conducts studies and events on topics such as impact measurement, engagement and ESG criteria. Our membership offers us the opportunity to participate in the further development of industry standards and to make our own commitment to responsible investment visible.

Actares is a Swiss shareholders' association that promotes responsible corporate governance and ecological and social sustainability. The association actively exercises shareholder rights, engages in critical dialog with company management and is committed to greater transparency and long-term value creation.

ISS ESG is a provider of ESG ratings and solutions for sustainable investing that is majority-owned by Deutsche Börse. Forma Futura uses the Corporate ESG Rating, which takes into account ESG risks, opportunities and impacts along the entire corporate value chain. This includes a company's supply chain, its own business activities as well as the use phase and, if applicable, the disposal of products. Controversies and violations of global standards are also taken into account in the assessment.

RepRisk is a service provider in the field of risk monitoring. It monitors data from the media, stakeholder groups and other public, company-independent sources. As the system searches for negative mentions of companies in over 100,000 sources in 23 languages every day, warning signals can be identified at an early stage. This information complements the data published by the companies and makes it possible to assess the implementation of guidelines, intentions, processes and obligations.

Ethos is a foundation under Swiss law that was established in 1997 to support pension funds in their sustainable and responsible investment activities. In 2000, the foundation established the company Ethos Services for its operational business. Ethos Services prepares voting recommendations for the general meetings of listed companies. Forma Futura uses these recommendations in its sustainability research as a data basis in the development of our own voting recommendations for clients.