Investment Philosophy
Move more than money
The world of tomorrow is coming faster than many expect. However, many portfolios are still anchored in the past and harbour risks for the future. Anyone who wants to successfully build up and retain assets today must realign their investments. Globalance’s investment philosophy creates future-proof portfolios that are optimally prepared for our changing world.
The future-orientated Globalance portfolios are broadly diversified across asset classes, regions, countries, sectors and individual investment instruments and are based on three central pillars – the Globalance Footprint & Climate, global megatrends and financial quality.
Globalance Footprint & Climate
The world is not just a marketplace, but also our living space – and every investment has an impact. Globalance invests on behalf of its clients in assets that have a positive impact on the economy, society and the environment. This impact is assessed by the Globalance Footprint® – an analysis and information tool developed by Globalance that provides transparent information on the performance and impact of each investment.
Global Megatrends
Globalance invests in future movers. These are companies that successfully respond to global megatrends and develop solutions to global challenges. With the Globalance investment strategy, you make targeted investments in new growth areas, such as new mobility, liveable megacities, resource-saving products and many other forward-looking business models that achieve a positive footprint.
Financial Quality
An investment is only sustainable if it also has financial quality. For this reason, all investments must pass a rigorous financial analysis. Investments only qualify for your portfolio if their valuation, return on capital, balance sheet quality, sales growth and much more fulfil our strict requirements.
Investing in the winners of tomorrow
Globalance offers customised investment solutions for your individual needs.
Wealth management mandates
Realisation in the form of a mandate is tailored to your personal profile.
Investment funds
We also offer our investment philosophy in the form of two investment funds for those starting to build up assets.
«We enable investors to successfully invest in forward-looking companies that solve global challenges and shape a positive future.»
Wealth – power to change
Stewardship
When we own capital and invest in companies, we have a responsibility and the power to effect change. As capital owners, you have participation rights that you should exercise in order to make your voice heard for the future viability of the economy, society and the environment. This is why active ownership in the context of proxy voting and shareholder engagement is an important element of impact-oriented investing at Globalance.
Contact us now and move more than money
Asset management should be more than just an financial investment, which is also confirmed by the growing demand for the effective use of assets. This involves both the selection of high-quality companies with future-proof business models and the careful use of natural resources. We are happy to support you in this.
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