Origin + Future
Information on the origins and future of Forma Futura
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. Forma Futura attaches great importance to short decision-making processes in order to be able to react quickly to undesirable developments. In this way, we fulfill our high level of responsibility in the interests of our clients.
Systems with a future
Our most important task is to create the best possible balance between security and return for our clients. This is one of the reasons why our two teams in sustainability research and portfolio management act independently of each other in their core tasks. Their findings are discussed within the team and thus lead to broad-based decisions.
Implementation with effect
Competence, consistency and rigor are the cornerstones of our work. We build on the extensive expertise of our employees, remain true to our approach and our values and make no compromises when it comes to the quality of our investments. This results in portfolios that combine return and impact.
Advice at eye level
We stand for expertise and humanity. We combine our specialized expertise in portfolio management and sustainability research with direct, personal exchange. Your advisor knows your financial goals - and if you have specific questions about sustainability, someone from our research team will be on hand to provide you with in-depth knowledge.
Our partner
Cooperation with partners in the various areas is essential for Forma Futura. We maintain close contact with our custodian bank contacts in order to offer the best possible customer service.
