At a glance

In the vast range of sustainable investments on offer, we have a clear and binding focus: We enable our clients to take responsibility with their money and specifically support the sustainability transformation of the economy.

Twofold effect

We invest our clients’ assets responsibly. This achieves a twofold effect: a positive contribution to the sustainable transformation of the economy and society - and at the same time a standard market return.

Comprehensible investments

Our clients know exactly in which companies their money is invested. There are no intransparent financial products in the Forma Futura portfolio.

Personal client relationship

Each client has two members of the client advisory team as their direct contact persons.

Transparent cost model

Our asset management fee is based on the defined investment strategy and is transparently disclosed. To avoid conflicts of interest, we refund any retrocessions received in full. In addition, our clients benefit from preferential conditions with the custodian banks.

Voting recommendations

We prepare voting recommendations for the general meetings of all Swiss companies in our clients' portfolios. This enables them to use their voting rights to make a valuable contribution towards the companies’ sustainable alignment.