Charitable foundations do not only carry social responsibility for their development activities, but also for the assets they invest in.

In the past, when implementing the purpose of the foundation, the focus was solely based on the area of funding. Today the focus has shifted. The overall impact of financial assets is considered equally relevant, when increasing the overall impact. 

As wealth managers this is exactly what we specialize in. Next to the investment success through diversification and cost efficiency, we also focus on purpose orientation. This results in higher financial returns and a positive footprint that fits the purpose of the foundation.

Do you invest the foundation capital in accordance with the purpose of the foundation?

Find out here: We have developed a unique tool, called the Globalance Portfolio Check for Foundations. It examines your investments reliably in terms of portfolio structure, costs and footprint and indicates if there is need for action. Globalance will optimise the portfolio in order to fit within the purpose of the foundation.

If you want to create a positive impact on economy, society and the environment and at the same time achieve financial returns, we look forward to hearing from you.

Did you know?

• 73% of charitable foundations fail to set a financial performance target

• Only 43% of charitable foundations assess the performance of their financial advisors against such target

• Foundations consider explicit costs only but underestimate total cost

• 42% of foundations know little about the Portfolio Footprint of their financial assets, even in cases where mission-related investing is stipulated by their policies.