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Services

We serve a wide range of clients, including family offices/private wealth holders, foundations and pension funds, typically interested in achieving a combination of financial, risk management and impact goals. Clients also include business associations, governmental and non-governmental organizations. We provide both strategy consulting and implementation services (please refer to our disclaimer) including:

Strategy
  • Strategies for foundations and family offices aimed at achieving both financial and impact goals
  • Investment strategies in line with the client’s risk, return and values profile
  • Active ownership strategies and processes (proxy voting and engagement)
Governance, internal processes
  • Investment governance and organizational frameworks (incl. drafting of all guiding policies and documents)
  • Integration of impact and ESG criteria in internal decision-making processes
  • Training (incl. sessions for principals and next-gens) and team building
Selection of partners, banks, asset managers
  • Partner organisation, bank and manager selection processes*
  • Global universes, long- and shortlists for managers in specific asset classes*
  • Due diligence of single projects and investment strategies
Monitoring, reporting, other services
  • Monitoring of partner organisations, managers, projects and investments
  • Integrated reporting systems, incl. non-financial information
  • Access to experts in the field of estate planning, real estate, tax and legal advice


*) relying on our proprietary databases and rating systems covering over 1’000 asset managers and 10’000 investment strategies
 

 

Sustainability and impact

Helping our clients to integrate sustainability and impact considerations in their investment portfolio is at the core of our advisory work. Taking into account material environmental, social and governance criteria strengthens risk management and enlarges the opportunity set for investors. In addition, investors can combine financial and impact goals aimed at contributing to measurable social and environmental issues in their investments.

Whilst helping clients implement impact considerations in their investments, onValues also strives to contribute to impact at a more systemic level. For example, we have contributed to establishing initiatives such as the Principles for Responsible Investment, Swiss Sustainable Finance, the Enhanced Analytics and the Who Cares Wins initiatives, and have facilitated the drafting of best-practice principles in areas such as microfinance, commodities and farmland investing.

Read about concrete examples of our work for clients in this area:

 

 

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News

  • onValues endorses Club of Rome call to action

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  • Learning from the corona crisis and staying the course on climate change

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  • Can investments contribute to protecting biodiversity?

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  • Switzerland on the move!

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  • A total portfolio approach for promoting peace (SDG 16)

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  • Assessing Swiss pensions funds' responsible investment practices

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  • What's behind an acronym

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  • Is ESG investing at threat from rising populism and protectionism?

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  • Engaging with others in support of field building and strategic initiatives

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  • onValues assists clients in aligning their wealth to a low-carbon future

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