Foundations

Our foundation clients appreciate the profound know-how that onValues provides them in defining and implementing investment policies that integrate sustainability and responsibility in their entire asset management and across all asset classes. Examples of onValues assignments for foundations include:

• Helping a Swiss foundation draft its investment policy which includes sustainability

• Supporting the board of trustees of an international trust active in the field of agriculture research further refine its ethical policy and select and evaluate external asset managers in charge of its implementation

• Helping a Swedish foundation refine its SRI investment policy and supporting it in a series of asset manager searches aimed at implementing a 100% SRI compliant investment portfolio across all asset classes. This having been achieved, onValues is now performing annual asset manager reviews aimed at monitoring implementation quality

• Assisting an Asian private foundation in defining its investment strategy aimed at achieving both financial and social goals.In charge of identifying and evaluating social impact investment opportunities. Already implemented investments in the areas of microfinance and private equity targeting social entrepreneurs in developing countries. Exploring opportunities in sustainable real estate and land.