Future Check

Does your money already move the world?

Subject your current portfolio to the Globalance Future Check. We check your investments for sustainability and future viability, financial quality, risk and diversification.

Exceptional transparency for your investments

Transparency and clarity are key to making informed decisions about your financial investments. Our aim is to provide you with an in-depth understanding of the impact and sustainability of your portfolio. The non-binding Globalance Future Check provides you with answers to the following questions, among others:

What is the Global Warming Potential and Footprint of my portfolio?

Are my assets sufficiently
diversified?

What impact do my investments have on biodiversity?

How future-proof are my investments?

Is my portfolio in line with the Paris Climate Goal?

Do I have risk exposures and how can I reduce them?

You have never seen your portfolio like this before

The Globalance Future Check offers you a well-founded and comprehensible analysis of your portfolio. In addition to information on Global Warming Potential and Footprint, you also receive detailed analyses of net zero targets, fossil fuels, greenhouse gas emissions and other aspects.

Global Warming Potential

We show you the Global Warming Potential of your investments based on the current emissions and reduction targets of the companies in which you are invested.

Paris Climate Goal

Measure one or more of your portfolios against the Paris Climate Goal and compare the warming potential with Globalance and the World Equity Index.

Net Zero Targets

Find out what percentage of companies in your portfolio have verified net zero targets.

Fossil Fuels

Discover what proportion of your portfolio companies generate revenue from fossil fuels. Is your portfolio prepared for the transition to net zero energy?

Globalance Footprint®

The Globalance Footprint® shows you the impact of your assets. Based on nine topics such as tax strategy, health, education, water, biodiversity and land, we assess your contribution to the economy, society and the environment.

This is how it works

  • Together we determine what information you would like to provide us with for the portfolio check.
  • We conduct a individual analysis of the topics relevant to you, such as global warming potential, footprint, financial quality, risk and diversification.
  • We will show how you can optimise your portfolio and prepare it for the future.

Test the future viability of your portfolio now

Are you interested in a Future Check? We look forward to hearing from you.

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