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.
Materials & strategy / We provide thought leadership and support to asset owners and financial services firms in applying the externalities-based framework.
In cooperation with
Experts
Dr. Andreas
Gintschel
Dr. Jan
Mellert