Roman Limacher

Arete employs an active management approach and combines financial technology and ethically sustainable analysis methods when developing their ethically sustainable investment products. They strive for long-term investment success. The firm uses their own valuation models to quantify the financial return and risk prospects. They do not automatically invest if the PRIME VALUES Ethics Committee approves a title, but only invest if the risk-return profile is promising and the investment appears to make sense from the perspective of diversification and risk spreading.

HVA is an active, value-oriented, socially responsible investor. The firm manages portfolios invested in equity and fixed-income, with a primary focus on socially responsible companies. They use an ethics filter to select investment opportunities and conducts in-house fundamental research. They also rely on third-party research.