Impact investments
investments with a positive impact
INVETHOS is a pioneer in impact investments. We have been combining financial returns with social and environmental considerations for more than 10 years. Achieving both returns and an impact are not mutually exclusive; rather, they are an effective means of tackling social and environmental challenges. We manage your stock and bond portfolio with exclusion criteria (ESG approach) or invest in specific themes, such as microfinance (loans for very small companies), properties used for social purposes, professional integration of disadvantaged groups, medical care or renewable energies.
ESG – sustainability filters for your portfolio
You wish to review your current or planned portfolio of exchange-listed investments in terms of environmental, social and governance criteria. We offer you an analysis that can be tailored to your needs: exclusion criteria, overweighting of certain topics or consideration of the most sustainable companies in certain sectors based on our own analysis and data from the world’s largest sustainability database. We are available to provide you with our expertise.
Emerging Impact Bond Fund – a fixed-income investment with an impact
The Emerging Impact Bond Fund (EIBF) invests in bonds and direct loans in the areas of microfinance and SME financing, with a focus on emerging markets. Part of the investment is made in socially and environmentally relevant areas in our region. INVETHOS and Symbiotics operate the EIBF jointly. The fund enables very competitive and direct access to a relevant and sustainable investment theme.
Impact Immobilien AG
Impact Immobilien AG buys existing properties and develops new real estate projects that offer a direct social benefit:
- Properties for social institutions
- Affordable rental apartments
- Owner-occupied homes with flexible additional services provided by partners and operators
The properties purchased by Impact Immobilien AG are a real investment in Switzerland and achieve an appropriate financial return. They also offer investors a high level of security in social impact investments (long-term value retention, no currency risk and inflation protection).
Social Impact Bond
In 2015, on the initiative of Marc Baumann, the entrepreneurial initiative 'Fokus Bern', the canton of Bern and the Caritas Bern aid organisation, launched the first Social Impact Bond in Switzerland, with the aim of quickly and sustainably integrating refugees and those provisionally admitted to Switzerland into the labour market. Private investors financed the project, the public authorities defined the goals and measurde the impact, and an aid organisation implemented the project. Thanks to the successful outcome – better integration than before – both the investors and the “Caritas” achieved a financial return.
Investing rather than donating
Is there an alternative to the traditional model of investing for maximum profit and then donating to compensate for any damage?
Of course, donations make sense in certain situations; for example, during a natural disaster or in countries with reform-minded governments. In contrast, investments encourage recipients to be self-sufficient in a completely different way.
Impact investment is now all the rage. Often, it refers to investing using exclusion and ESG criteria. However, we want to go a step further and use our investments to make a positive and concrete contribution by active participation.
Your contact persons
Marc Baumann
CEO, partner, member of the Board of Directors
+41 (0)31 311 87 10
marc.baumann@invethos.ch
Lukas Stücklin
Member of management, partner, member of the Board of Directors
+41 (0)31 311 87 09
lukas.stuecklin@invethos.ch
Keep up with the latest news
Has a particular topic piqued your interest? If you would like to stay on top of the latest news from INVETHOS and investment issues, subscribe to our newsletter.
Contact
us
INVETHOS AG
Taubenstrasse 8, 3011 Bern
PO Box, 3001 Bern
Tel: +41 (0)31 311 87 11
eMail: info@invethos.ch
© 2022 by INVETHOS AG
Implementation with webBOX by business4you