Investment Philosophy

Our New World

Our world is changing at a rapid pace. Digitalization, environmental destruction, trade disputes and new technologies are shaping our lives and thus our future like never before.

Today, a sustainable investment portfolio must
withstand stronger storms and find new and different
sources of return than in the past. Old structures are being replaced by new paradigms. Cards are being reshuffled. Global Megatrends such as urbanization, digitization and
scarcity of resources are impacting business models and the competitiveness of companies, industries and countries.

If you want to successfully grow your wealth today, you have to rethink your investment strategy.

Future Movers

Globalance invests in future movers. These are companies that successfully respond to worldwide megatrends and develop solutions for global challenges. With our investment strategy, you make targeted investments in new growth areas, such as new mobility, liveable megacities, resource-saving products and many other innovative business models that generate a positive footprint.

Globalance Footprint

The world is not only a marketplace, but also a home. Every investment has an impact and every shareholder therefore has a responsibility. For its clients, Globalance invests in assets that have a positive impact on the economy, society and the environment. This effect is measured by the Globalance Footprint®. An analysis and information tool developed by Globalance that provides transparent information about the impact of each investment.

Financial Quality

An asset is only sustainable if it also has a financial quality. For this reason, all investments must stand up to rigorous financial analysis. Only if valuation, return on investment, balance sheet quality, sales growth and many more criteria meet strict requirements, do investments qualify for your portfolio.

Sustainable Portfolios

The world of tomorrow is coming faster than most people think. But many portfolios are still invested in the past and contain future risks. With Globalance’s investment philosophy and track record, we build sustainable portfolios that are well prepared for our changing world. This enables clients to achieve a double return.

Global Diversification

In order to spread investment risks, it is advisable to diversify assets across asset classes, regions, countries, sectors and even individual investment instruments. Globalance’s client portfolios are globally oriented and therefore benefit from the best investments we can identify worldwide.

Globalance Portfolios

invest in relevant future topics and are broadly diversified

have a positive footprint and achieve a positive impact

have an above-average return potential due to investment in future movers

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