Taking Responsibility

Foundations

Non-profit foundations bear a social responsibility not only in their funding activities but also in the investment of their foundation assets.

Whereas in the past the focus of the foundation’s activities was solely on the area of grantmaking, financial assets are now seen as equally relevant to increasing the foundation’s overall impact.

Invest in accordance with your foundation’s purpose

This is precisely what Globalance specializes in as an asset manager. In addition to investment success through diversification and cost efficiency, it focuses on purpose orientation. The result is a better return, sufficient income for the program work and the investment of assets in investments that correspond to the foundation’s purpose and have a positive footprint.

If you have set yourself the goal of being effective not only through your foundation’s purpose, but also through your assets, and of making a positive impact on the economy, society, and the environment, then the Globalance team is happy to support you.

Transparency on all levels

A unique instrument has been developed for this purpose, Globalance World – a Google Earth for investors. Globalance World is a digital world map for investors, with which you can assess the future viability and sustainability of your investments. It shows the complex interrelationships of your investments and their impact.

You can gain further insights into the impact of your existing investments with our Future Check and, as a Globalance customer, with the annual personalised Wealth Magazine.

Future-Check

We analyse your current portfolio for sustainability and future viability.

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Your wealth magazine

The presentation of your assets is unique.

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Globalance World

Keep an eye on your investments at all times, in real time.

Globalance World

Contact our Foundation Expert

Béatrice
Hirzel

Head of Foundations

Contact
+41 44 215 55 42
beatrice.hirzel@globalance.com

Globalance geht Voraus

Swiss Climate Scores

As the first Swiss bank, we publish the Swiss Climate Scores for all the assets we manage.

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UNPRB

Globalance is one of the first founding signatories of the United Nations Principles for Responsible Banking (UNPRB).

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Benefit Corporation

Globalance is recognised as a Certified Benefit Corporation (Certified B Corp) since 2015.

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I am here for you.

Béatrice Hirzel