a professional alternative to traditional asset managers with a focus on

✓ effort based charging

✓ impact investments

✓ avoiding conflicts of interests

✓ comprehensive overview of your total assets

Invethos explained in an few minutes...

Marc Baumann

Marc Rohrbach

Dominic Riedwyl

Lukas Stuecklin

Impact Investments

news (for our blog --> see below)

We are excited to be involved in the planning of an innovative impact investment. On behalf of the International Labour Organization and in collaboration with the company iGravity, Invethos is working on the launch of a Social Impact Bond. The goal is to reduce child labor in the cocoa value chain in Côte d'Ivoire.

A new, integrated and forward-looking investment approach from Invethos. - An Actively Managed Certificate (AMC) with around 20 hand-picked stocks from Switzerland and Europe - The Build & Care approach selects companies using an integrated approach: Financial quality and good corporate governance (BUILD) combined with detailed consideration of sustainability (CARE).

Our blog posts

04. September 2023
18. April 2023

The rescue of CS and its transfer to UBS knows many losers. Directly and financially, it hit the owners of so-called AT1 bonds. The investors in these bonds suffered a total loss. These highly complex bonds have raised questions about their usefulness in today's financial landscape. Learn why investing in CoCo Bonds may not be the best choice for private investors.

11. April 2023

"Investing means letting go of money in order to have significantly more of it later!" (Unknown)

13. February 2023

The green marketing bubble in the financial industry is bursting. This opens up opportunities to return to the roots of sustainable investments.

Säule 3a indirekte Ammorisation
24. January 2023

When we buy our own home, very few people in Switzerland can cover the costs out of our own savings - we need a mortgage. Mortgage creditors grant up to 80% of the purchase price as a mortgage, 20% must be borne from your own funds. Two-thirds of the purchase price is considered a so-called first mortgage, for which there is no obligation of repayment. The difference between this first mortgage and the equity is called the second mortgage, which must be repaid within 15 years, or by retirement at the latest. There are two alternatives to repay this part of the mortgage:

23. January 2023

"If you want to eat well, buy stocks; if you want to sleep well, buy bonds": This is one of the many bon mots of stock market veteran André Kostolany. Anyone who was counting on being able to sleep soundly with their bonds/bonds has woken up from a nightmare in 2022. Why?

23. January 2023

Due to the high and stubborn inflation, the Swiss National Bank has raised the key interest rates in three steps from -0.75 to 1 percent. There is currently a high probability that it will raise key rates again in 2023. The forecasts of the various banks and financial institutions anticipate further increases of +0.5 to + 1 percent, which could take the key interest rate up to 2 percent. It should be noted that interest rates at the short end have risen more sharply than interest rates on fixed-rate mortgages and that the spread between SARON and fixed-rate mortgage rates has therefore narrowed. The question now arises again as to how to proceed when taking out a new mortgage or renewing one. What are the options?

17. January 2023

The question of whether the children must support their parents financially arises, for example, when the parents enter a care home and it is foreseeable that their income will not be sufficient to cover the costs of the home. This leads to a depletion of assets. What happens when the assets are exhausted? Who has to pay for the costs and support the parents?

26. September 2022

Once again, microfinance is a stable asset class in a turbulent stock market environment and a good addition to a portfolio. Microfinance also delivers real social impact in an increasingly arbitrary sustainability world.

15. October 2021
Lukas Stuecklin
15. September 2021

In part four, our co-founder Lukas Stücklin explains what sustainability means beyond ESG.

05. September 2021

[Translate to English:] Unser Kundenberater Marco Rohrbach erklärt im dritten Teil am Beispiel der Firma Apple das Ratingsystem ESG.

28. July 2021

Convertible bonds as an alternative to unprofitable bonds? Convertible bonds are an interesting combination of bond and equity investment, the best of both worlds, so to speak. We think they are unjustly neglected by some investors. Read why we come to that conclusion:

19. July 2021

Impact-Immobilien AG creates affordable living, working and living space for socially disadvantaged people in Switzerland. Four projects have just been completed. We present them in a short overview:

14. July 2021

There is no honest man! not one, that can resist the attraction of gold! (Aristophanes) - is this saying true. Let's differentiate:

04. May 2021

On 26 April 2021 the "Neue Zürcher Zeitung" published an article with the title: "Thousands of mortgage borrowers affected: Ruling with explosive force on Libor mortgages". The article deals with the question of whether Libor mortgage interest can be reclaimed from the bank since the introduction of negative interest rates. Reclaiming the interest may not be that easy. We tell you which requirements have to be met in Switzerland.

Frau mit Kinder auf einer Parkbank
09. March 2021

There is often a large gap between the pensions of men and women in Switzerland. This happens, for example, when mothers maternity leave take a break in their employment to take care of their families. This is more often the case in the generation that is now thinking about retirement.

04. January 2021

A new, integrated and forward-looking investment approach from Invethos. - An Actively Managed Certificate (AMC) with around 20 hand-picked stocks from Switzerland and Europe - The Build & Care approach selects companies using an integrated approach: Financial quality and good corporate governance (BUILD) combined with detailed consideration of sustainability (CARE).

PROSPERITA also regularly invests in alternative investments. In August 2020, for example, the Investment Committee decided to invest CHF 3 million in an emerging impact bond fund (EIBF).

The virus took us by surprise, even though pandemic control is at the top of many crisis prevention lists. Three experts, four opinions.

The CEO and co-founder of asset manager Invethos shows that investments can have a social impact and respond to the challenges of migration.

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