Sustainable Investing Wealth Management




Wealth Management and Reporting

Sustainability in investment is not just a trend – it has become the new normal. Today we can find ways to minimize the tracking error to a passive portfolio or index and earn risk adjusted market returns which are responsible, sustainable or even positive impact driven. It is easier than you think with our patented methodology.

We will gladly find a solution to enrich your investments with sustainability!

Your Questions:

How do you – as a family office, institutional investor or private investor – invest effectively into positive impacts for people, the environment society?

How do you invest with minimal tracking error to the index and compliant with SDGs and ESG concepts at the same time?

Is there a framework or a methodology you can use for portfolio engineering that offers minimal tracking error to the index while maximising positive impact and fulfilling ESG screening requirements?

The main problem our clients (asset managers) have with SFDR Article 9 is that funds with a sustainable objective must define that objective, show how progress is being measured, and justify an appropriate benchmark. They need a compelling framework. Our approach based both on the EU Taxonomy and on the UN SDG framework allows users to set a quantifiable goal, measure progresses and design changes in a portfolio’s impact. Our benchmark are the EU Taxonomy and the SDGs, and we can track against these and financial benchmark.

Our Solutions:

  • Sustainable Finance Reports for companies and asset managers.
  • Gap Analysis Reports
  • Impact Assessments
  • Taxonomy Compliance Opinions
  • Sustainability and EU Action Plan Trainings
  • SDG and ESG portfolio engineering frameworks
  • Patented AI for combining SDGs and ESG
  • SFDR Reporting

Whether you want to increase your green to brown ration, calculate your carbon value at risk or need an opinion on taxonomy compliance of your portfolio, a gap report or SDG or SFDR compliant report, we have it for you.

Want to discuss with us your frameworks for green or social bonds or projects or nee a sustainability certification?

We design scenarios for change (Compliance with the Taxonomy, higher green to brown ratios) and can also calculate the tracking error induced complying. Read more in our publication Theories of Change

Contact us at
Phone: +41415613854

Our Team


Karen Wendt


Dr. Stefan Klotz



Prof. Dr. Margarethe


Felix Fernandez