Non-binding portfolio analysis

How sustainable are your investments?

Sustainability has many dimensions. For us, this means that we continuously monitor our investment universe and work to ensure that the strict guidelines we have developed are maintained.

Your added value at a glance

  • Independent sustainability & performance check

  • Confidential assessment by experienced experts

  • ESG & impact analysis according to institutional standard

  • Individual recommendations without product sales

How does the check work?

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1. 30-Min. Teams Call

You arrange a personal, non-binding meeting with one of our analysts. We will find out where your preferences lie.

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2. transmission portfolio

Send us a custody account statement or a summary of your portfolio.

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3. portfolio analysis

Our experts analyze your portfolio in terms of sustainability, risk and strategy fit.
Assessment and recommendation.

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4.15-Min Results discussion

You receive detailed feedback - with clear indications of where there is potential for optimization.

Would you like to find out more?

Contact us by e-mail or telephone - we look forward to talking to you.

More experiences about asset management at Forma Futura

  • For foundations

  • For pension funds

  • For family offices

  • For private customers