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Advice and ethical strategy
Listening and defining your investment philosophy
Ethical strategy definition (exclusion criteria, ESG positive selection, social impact, thematic...).
Formalization of the ethical policy (e.g. code of ethics, ethical roadmap, etc.).
Ethical level assessment of existing financial wealth via our system (all types of issuers).
Recommendations, monitoring and review
Recommendations are presented to decision makers + deployment of selected recommendations.
Ongoing monitoring and review of ethical criteria and controversies.
Periodic financial and social impact reports.
How ethical are your investments?
Request a free evaluation
759 Pinewood Avenue
Marquette, Michigan
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