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Investing Service – License our ESG Portfolio Index! Help society and the environment, and target outperforming returns at the same time! 

Our ESG Portfolio Index is an actively managed portfolio of businesses from around the world working towards implementing the 17 UN Sustainable Development Goals (SDGs) and bringing synergistic value to all stakeholders. This is the new investment paradigm.

An ESG Portfolio to help meet the Challenges of the Current Environment:

Negative Interest

How do you get real yield in an environment of essentially 0% interest rates or negative real interest rates (nominal interest rates minus inflation)?

Preserve Purchasing

How do you preserve purchasing power when currencies are depreciating? How do you preserve purchasing power in a rising inflation environment?

Investment Environment

How do you invest in an environment characterized by quantitative easing, monetization and policy-based interest rates?

How do you invest to help society and the environment, and target portfolio outperforming returns at the same time?

Unique approach to investing using the principles of the Austrian School of Economics

Unique Approach

“The Austrian investment approach eschews leverage, promotions, and fads. It is likely to steer one away from disastrous investment outcomes through a balanced approach to wealth preservation. In short, the Austrian methodology is based on reality, not fancy, and its application in daily practice will provide an investor with favorable odds to achieve financial well-being.”

– Austrian School for Investors by Incrementum Fund Managers Ronald-Peter Stoeferle and Mark Valek and Incrementum Advisory Board Members Heinz Blasnik and Rahim Taghizadegan

Veteran Floor Trader Yra Harris

Trading Service – Trade through the eyes of Yra Harris!

“The idea of a more sustainable, cleaner, and social economic system is not new .. it is happening as we speak thanks to competition and technology .. consumers are already making companies all over the world implement increasingly higher sustainability and environmentally friendly policies .. If we want a more sustainable world, we need to defend sound money policies .. free markets .. will make this world better for all.”

– Daniel Lacalle, Economist and Fund Manager – Article Link

 

We are a signatory to the UN Principles for Responsible Investment: