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Effectual Capital Fund

As entrepreneurs and investors, we want not only to introduce sus­tain­able return as a concept and framework, but also to drive its implementation. We therefore grant licenses for the ESR framework.

The first financial product to apply sus­tain­able return in its in­vestment selection is the Effectual® Capital Fund, – Global Sustainable Equities, a diversified core equity strategy launched with Quoniam Asset Management. The fund targets institutional investors such as pension funds, pension plans, insurers and family offices.

Sustainable return for sustainable transformation

We at Effectual® support institutional inv­estors who want to define and implement sustainable in­vest­ing in an objective, verifiable and com­pre­hensive manner. In ad­di­tion to licensing the concept for use by indices and capital market products, we offer consulting services for analysis and reporting as well as for sustainable asset allocation.