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We help you build a values-based portfolio.
We have a special focus on climate change, equality, and health. We tailor your portfolio based on your preference of sustainability themes, goals, time horizon and risk preference.We help you build a values-based portfolio.
We have a special focus on climate change, equality, and health. We tailor your portfolio based on your preference of sustainability themes, goals, time horizon and risk preference.We only provide sustainable investment funds that comply with the Sustainable Finance Disclosure Regulation (SFDR Article 8 and Article 9).
We prefer Article 9 funds, which set sustainability as an explicit objective, over Article 8 funds.The funds need to satisfy our criteria in the following areas:
We believe in a low-cost, diversified, and long-term investment strategy.
The funds in our clients’ portfolios are limited to sustainable exchange-traded and index funds that are traded on European stock exchanges.We are independent in providing our service.
We screen over 300,000 funds without giving preference to any specific fund manager.We stand for customer interest.
We do not receive incentives from funds nor do we hide fees in our product. Our pricing aligns with your goals – we charge a minimum monthly fee and set a portfolio target. If we exceed the target, we charge a success fee only on the sum that exceeds such target at the end of your selected time horizon.Together with you, we truly impact the world.
Along with ShareAction, we meet with top executives at some of the largest companies in the world to influence their sustainability agendas. We support shareholder resolutions that direct companies to act for a better planet and ask our fund managers to vote for such proposals. The more of us there are, the more positive change we can create.