Strategies

Services

Consulting

Equity / Covering the entire global universe of stocks, our equity strategies deliver well diversified, sustainable core portfolios, also as regional or small/mid-cap substrategies. Fund

Fixed income / Our global bond universe comprises investment grade, high yield corporate, and government bonds. We offer broadly diversified strategies across the full fixed income spectrum.

Multi asset / Our methodology is consistent across the capital structure and asset classes - even applying to private assets. Our multi asset portfolios create long-term, sustainable value.

Managed accounts

Partnering with established asset managers, we implement customized strategies for long-term sustainable value creation in in segregated managed accounts.

Indices

Our methodology is also used to construct sustainable indices based on externalities. These are available as benchmarks across liquid asset classes.

Funds

The Effectual Capital Fund SICAV is a UCITS platform dedicated to implementing externalities-based sustainable investing. The first application is a global equities fund. More

Sustainable AA

Our global data base provides estimates for the sustainable return of asset classes or customized proxies. These provide the foundation for deriving a sustainable asset allocation.

Reporting

Given their comprehensiveness, consistency and solid, scientific, objective basis, externalities are uniquely suitable for sustainability reporting and materiality analysis.