Investing with a
(sustainable) impact

 
 
Based on your foundation’s purpose, you make consistent decisions on funding activities and donations. But are your decisions as consistent when it comes to your investments?
Use this opportunity to increase the impact of your foundation in a sustainable way. A targeted impact strategy allows you to make a difference—without compromising on risk-adjusted returns. We’ll show you how.

Do you know your impact?

By using a clear reporting system, we will deliver you an evaluation of the most important sustainability issues, such as your investment’s ecological footprint and an overview of which of the companies you’re investing in make contributions to nutritional or educational programs.
Would you like to learn more about your investments? We’d like to offer you a free initial analysis of your existing portfolio.
Besides your sponsorship activities and donations, your investments may also have a lasting impact. Fully in line with the UN’s sustainable development goals.


Only 4 steps to increase your impact

1. Transparency
Together, we’ll provide transparency of your existing investments.

2. Investment philosophy
Align your investment philosophy with the purpose of your foundation, and increase the foundation’s impact.

3. Increased impact
You will receive a proposed solution that will allow you to increase your impact in a focused manner.
We’ll support you in complying with the ZEWO Standards 15 pertaining to investments while taking into account an optimized risk/return profile.

4. Targeted investing and reporting
We’ll implement your investments for you and ensure periodic reporting (including ESG).


Making investments that are in line with your foundation’s purpose

Aligning your investment strategy means that your foundation’s purpose, investment standards, and returns work in unison.
Within your investment philosophy, you can use negative criteria to exclude any company violating your foundation’s purpose on the one hand while at the same time selecting specific sustainable development goals (SDGs)—such as ending poverty or combating climate change—that you wish to make a special impact on.
Following a careful selection process, your investment’s impact will also be measurable: with clear reporting, you can track your impact at any time and in great detail.


Sustainability as part of our DNA

Sustainability and conscious responsibility towards society and the environment are more than just a current trend for us: In 2009 Kaiser Partner Privatbank was the first bank in Liechtenstein who signed the UN Principles for Responsible Investing (PRI). A decade after being an early adopter of the PRI, Kaiser Partner Privatbank again was the first bank in Liechtenstein who became official Signatory of the UN Principles of Responsible Banking (PRB).

As part of the PRI, we committed us to the ESG: The abbreviation stands for Environmental, Social, and Governance and refers to the three central factors in measuring the sustainability and societal impact of an investment in a company or business. As a result, we fully integrated the ESG criteria into our investment process.


We’re here for you

How can we support your foundation on its path to a greater (sustainable) impact? Contact us today! We’re looking forward to hearing from you.

Roman Pfranger
Member of the Executive Board, Head Private Banking
Claudio Fuchs
Head Investment Advisory

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