Foundations

Examples of past/ongoing work for foundations / charitable trusts include:

  • Helping a Swiss foundation draft its investment policy taking into account responsible investment principles and mission alignment
  • 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 Nordic 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. Support in monitoring the whole investment portfolio.
  • Assisting an Asian charitable trust in defining its investment strategy aimed at achieving both financial and social goals. In charge of identifying and evaluating impact investment opportunities in areas such as climate change mitigation, biodiversity protection, sustainable agriculture, rural development, poverty alleviation, micro- and SME finance.

News

  • 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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  • Can gold be considered a ‚safe haven‘ investment?

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  • New Toniic reports help investors navigate impact investment markets

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  • Currencies as part of a long-term investment strategy

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  • Investing in sustainable agriculture and food

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