top of page
Logo montagne Aliter Invest blanc

Our funds

“Combining ethics and profitability, giving investment its full meaning”

Aliter Invest aims to meet the growing demand from investors seeking a more responsible way of investing that is in line with their beliefs.

Stock Image Mountain MS365.jpg

SICAV
Aliter Investors

Ethica Equities
(Equity funds)
A holistic approach

Our evaluation methodology is based on ethical principles, particularly in the areas of human rights (Social Doctrine 152) and respect for life (DS 234), with 4 main pillars:

Aliter-Invest Ethical Charter Diagram .png

Ensure that all dimensions of the human being are taken into account

Dignity

Monitor and evaluate controversies according to their number, severity and thematic implication

Virtue

Evaluate the excellence of practices based on the materiality of extra-financial criteria

Excellency

Identify companies that show the greatest improvement in their practices over the long term

Effort

Our ethical charter

Aliter Invest's approach is based on the principles of Christian Social Teaching. Beyond environmental and social criteria and principles of good governance, our philosophy is to place humankind and its purpose in the perspective of the Common Good.

Image by Gaurav K

Man and Life

  • Respect for the integrity and dignity of every person

  • Recognition of human rights from conception to natural term

  • Exclusion of life-ending practices such as abortion and euthanasia

  • Support for activities generating a positive impact on people and society

Man and Nature

  • Harmonious and proportionate management of nature in all its components (mineral, plant, animal) for an integral ecology

  • Control and limitation of negative externalities (pollution, noise, etc.) caused by economic activities

  • Responsible management of natural resources (water, air, soil, etc.)

Man and business

  • Protection of employees and vigilance against attacks on the rights of employees and their families

  • Pursuit of excellence with the application of the “Excellence” method

  • Valuation of companies that make the most effort in social and environmental areas, within the framework of the “Effort” approach

  • Reciprocity in the mutual respect that employer and employee owe each other

Man and Society

  • Rejection of companies operating in controversial weapons (compliance with the Oslo and Ottawa conventions)

  • Exclusion of companies operating in addiction sectors (gambling, tobacco, pornography)

  • Promotion of the principle of subsidiarity through a fair hierarchy of skills and principles of delegation, as opposed to all corruption and modern forms of slavery

  • Integrating profit sharing through a philanthropic approach

Synergy of skills

We strive to bring together around the table the complementary skills needed to properly manage these funds.

An ethics committee composed of independent experts meets quarterly to support discernment on various ethical issues.

EIB Logo.png
Mensuram Bonam.png
Mountain #ffffff transparent background.png

ALITER INVEST
Coordination

and extra-financial monitoring

CACEIS
Domiciliation

LOMBARD ODIER
(Europe)
Financial management

ETHICS COMMITTEE
Independent ethical expertise

_roped persons climbing a snowy mountain.jpg
Living solidarity

Aliter Invest launched its endowment fund in 2023 to support various charities and associations.

Regulatory framework

Aliter Invest funds are listed company funds, offering daily liquidity. The funds are approved under the European UCITS directive, allowing the marketing of mutual funds throughout Europe.

Aliter Investors SICAV funds are authorized for distribution in Belgium, France, Luxembourg, the Netherlands, and Switzerland. Residents of other countries can contact: info@aliter-invest.com

bottom of page