INVETHOS foundation mandate
You are a foundation or an NPO and wish to use your investments to achieve both a financial return and a social impact. The INVETHOS foundation mandate combines these objectives. We offer individual ESG mandates and also invest in impact investments on request. The mandate includes a sustainability report and a newsletter covering foundation or NPO topics. On request, we can consolidate various assets via our digital platform.
- Proactive social investment: All investments proactively contribute to social change while maintaining a financial return.
- Best products: Because INVETHOS does not accept commissions for investment products, we select the most suitable and favourable products for you in each case.
- Quarterly strategy review: We attach great importance to the definition and regular review of the investment strategy.
We charge flat fees based on the time and effort involved and the complexity of the mandate. We will be happy to provide you with a detailed offer.
Additional costs:
- Custody account management between 0.1% and 0.25% per year
- Brokerage fees approx. 0.2% per transaction or alternative all-in fees
- Product costs
Included services
- Administration by INVETHOS
- Selection of investments
- Ongoing monitoring
- Quarterly adjustment of investment bandwidths (more frequent adjustments possible in exceptional cases)
- Annual report
