Our combined expertise in portfolio management, extensive analysis resources, and customised products create the optimum conditions for your foundation to bring about lasting change.
Managing the foundation’s capital is one of the Board’s most important tasks. By law, the fortune must be invested in a way that not only protects it against losses resulting from risky investments but also ensures it does not decline due to inflation as a result of overly low returns.
We create the conditions for the successful management of your foundation’s capital by investing substantial resources in analysis. You will have access to a personal Investment Advisor and products that have been specially developed for foundations, coupled with carefully quality-assured external providers’ products. Our dividend yield strategy enables us to help the Board achieve a higher dividend yield than would be possible with traditional management. You can also choose from a broad range of dividend-paying funds, several of which are reviewed in line with social responsibility criteria and comply with our overall sustainability strategy.
Whether you want to assign the management role to us or to take your own investment decisions is up to you. If you hand the responsibility over to us, we offer what is known as discretionary management and will manage the foundation’s capital in line with your chosen risk level. If, on the other hand, you want to play an active part in the management, you will have ongoing access to analyses and investment suggestions.
Do you have questions about foundations in general or about applications and scholarships?
We are happy to help you.