INVETHOS ESG plus mandate
We offer you a choice of three sustainable investment strategies that combine high quality with the greatest possible transparency. We diversify your assets, but without the use of overpriced investment products or hidden additional costs.
- Preference for passive investment style: Since it has been proven that permanently shifting your investments does more harm than good, we prefer to invest passively for you.
- Sustainability through ESG integration: All investments implement a sustainability approach.
- Quarterly strategy review: We attach great importance to the definition and regular review of the investment strategy.
- Favourable custodian bank: We manage our ESGplus mandates at Swissquote Bank, the leading Swiss online bank, which offers optimal conditions.
Conditions
- Minimum investment volume CHF 50,000
- Flat fee for the management of your investments, staggered according to the amount invested
- Additional costs: Custody account management (0.1% per year), brokerage fees (approx. 0.27% per transaction), product costs (use of low-cost ETF)
Included services
- Management by INVETHOS
- Selection of investments, integration of ESG criteria
- Ongoing monitoring
- Quarterly adjustment of investment ranges (more frequent adjustments possible in exceptional cases)
- Annual report
