Investment management for Foundations
ACHIEVING MORE TOGETHER
Our aim is to contribute to the impact and success of your foundation with our asset management services. We therefore tailor our asset management precisely to the objectives and risk capacity of your foundation. We find the optimal investment strategy for your foundation and implement it very cost-effectively.
We aim to generate more net income with less risk and significantly lower advisory and asset management costs, so that you can support more projects. We guarantee you full cost and performance transparency. This allows the foundation board and management to assume their responsibilities and concentrate on selecting and supporting projects.
“We have many years of experience in asset management for foundations and know the investment solutions for your specific requirements. Our internal processes are based on the procedures of your foundation in terms of deadlines, reports and further information.”
We specialize in reconciling the special investment requirements of foundations with the uncertainties of the financial markets. To this end, we analyze both the financial markets and the goals and risk tolerance of your foundation.
DETERMINATION OF THE INVESTMENT STRATEGY
Using scientific methods – alignment of investments with the goals and obligations of the foundation, simulations, stress tests based on ECOFIN scenarios – we derive the investment strategy for your foundation from this. Finally, we define a foundation-specific benchmark that accurately reflects this strategy. This benchmark is calculated continuously so that the performance of the portfolio can be assessed on a daily basis.
IMPLEMENTATION OF THE INVESTMENT STRATEGY
When implementing the investment strategy in the specific portfolio, we use broadly diversified investment products with low product and custody account costs. We avoid speculation with individual securities.
Thanks to our virtual investment pooling, we achieve such low costs as can otherwise only be achieved with much larger portfolios.
INDEPENDENCE AND TRANSPARENCY
ECOFIN Portfolio Solutions AG is independent of banks, product providers and other suppliers. We only use third-party investment products that we have evaluated according to strict rules. We guarantee full transparency on costs and performance at all times.
YIELD ADVANTAGE THROUGH COST ADVANTAGE
Our solution is characterized by significantly lower costs compared to conventional investment solutions, despite the comprehensive advice. The chart below shows how important the level of costs is for the level of return.
If you choose us as your partner for advice and asset management, we will be at your side for the long term and with extensive experience.
As a family-managed asset manager, we know the importance of stability and reliability. We invest accordingly in long-term relationships with our clients.
LOW COSTS AS A SUCCESS FACTOR
Costs are an essential success factor for the development of your assets. This becomes particularly apparent in times of negative interest rates. Calculation examples for capital accumulation and capital reduction show this fact:
CALCULATION EXAMPLE FOR CAPITAL ACCUMULATION
A portfolio of CHF 10 million is assumed.
If 4% instead of 3% per annum can be generated on this amount due to lower administrative costs, after 10 years the investment income will be CHF 4.8 million instead of CHF 3.4 million, i.e. CHF 1.4 million or 41% more.
CALCULATION EXAMPLE FOR CAPITAL REDUCTION
A portfolio of CHF 10 million is assumed.
You ask yourself how often CHF 0.5 million per year can be withdrawn from the portfolio if – due to lower administrative costs – 4% instead of 3% per year can be generated. With a capital yield of 4% per year, this is around 41 years. With an investment income of 3% per year, it is around 31 years, i.e. 10 years less. In CHF and in relation to the foundation assets, this is a huge difference.
ECOFIN Portfolio Solutions AG was founded ten years ago at the suggestion of a large foundation with the aim of combining excellent consulting with low implementation costs.
Low advisory, management, custodian, product and transaction costs are a decisive factor in the success of a foundation, as is the reclaiming of withholding taxes on dividends from foreign shares. This is all the more true if projects are to be financed solely from the return on assets.
For this reason, ECOFIN has created a platform with a specialized value chain, where the division of labor and specialization lead to low costs. We pass on the cost advantages directly to our foundation clients. Thanks to the virtual pooling of foundation assets, we can also pass on the low prices to smaller foundations.
WE ARE HERE FOR YOU
If you would like to find out more about our advisory services and asset management for foundations, please contact Alexandra Janssen, Prof. Dr. Martin Janssen or Andreas Glatter.
Prof. Dr. Martin Janssen
Mobile: +41 79 413 2000
Alexandra Janssen, MA UZH
CEO ECOFIN Portfolio Solutions AG
Mobile: +41 79 725 9526
lic. oec. publ. et. lic. iur. Andreas Glatter
COO ECOFIN Portfolio Solutions AG
Phone: +41 43 499 3040
- ECOFIN Portfolio Solutions AG
- 8032 Zürich