Our services include:
   • Definition of investment strategies, policies and governance frameworks inclusive
     of environmental, social and governance (ESG) aspects across all asset classes
   • Market studies and research on emerging investment trends and opportunities
   • Support in integrating ESG criteria in in-house investment and research processes,
     training of relevant staff
   • Global search, selection and monitoring of external asset managers, including support
     in defining and managing Request for Proposal processes (comprehensive database
     with over 300 managers monitored)
   • Screening and selection of suitable investment funds (comprehensive database with
     over 10’000 funds)
   • Third-party assessments of single funds and projects
   • Regular monitoring and reviews of investments and external asset managers
   • Definition and implementation of reporting frameworks
   • Implementation of active ownership policies and processes
   • Facilitation and moderation of investor platforms and collaborative engagements

A representative sample of our work is described in our project list.

Families, their charitable trusts and family offices are important clients of onValues. We support them in better aligning their investments to their goals, beliefs and values, while at the same time achieving competitive financial returns. Our approach and services are described in more detail in a dedicated factsheet.