Socially Responsible Investing

Make An Impact With Your Investments

Socially Responsible Investing

Sustainable investing has been around for decades - and it's popularity has grown dramatically in recent years. 

As the world continues to evolve in terms of technology, attitudes, and opportunities, popular investment options do too. 

Institutional investors have already embraced sustainable investing, and in recent years sustainable strategies have matched or outperformed conventional investment strategies.

The new generation of investors take environmental, social, and governance issues (ESG) into consideration before choosing where to invest their money. 

ESG criteria can also help investors avoid companies that might pose a greater financial risk due to their environmental or other practices.

Today, it's possible to align your investments to benefit wider society, and still make a healthy profit. 

You can not only invest ethically, but you can start to help others through your investments. 

With socially responsible investing, you can:

  • Screen out companies involved in controversial businesses
  • Invest in companies with high environmental, social, and governance standards  
  • Advocate for issues that matter to you
  • Make a contribution to improving the world we live in, without compromising on financial returns

Sustainability and social responsibility is shaping how people think and invest - which is where our team comes in. 

We've got the industry know-how and insider expertise to guide you through the many sustainable investment options out there. 

Socially Responsible Investing
  • Socially Responsible Investing

    Sustainability and social responsibility is shaping how people think and invest - which is where our team comes in.

  • Property Investment

    From residential property to commercial property investment ideas, we’re here to help you get the best return on your investment.

  • Swiss Mortgages

    From deposits to repayment terms, you’ll need an insider’s take on the Swiss property market to get the best return on your investment.

  • US Compliant Investments

    The team here at IWP are well-versed in suitable investment options for American investors.

  • Insurance

    Make sure you're covered for the worst case scenario with the right level of insurance for your lifestyle.

How much do you need to retire?

Your current situation
CHF
CHF
CHF
CHF
Your targets
  • Estimated tax rate15%
  • Average Inflation Rate1.5%
  • Rate of Return at Retirement5%
  • Max. First Pillar Income (2021)CHF: 28680
  • Max. Years44
You will have
CHF:
You will need
CHF:

Disclaimer: the calculation above is for illustrative purposes only. For a tailored assessment of your exact circumstances, please contact us.

How much do you need to retire?

Achieve financial freedom - and retire when you want to. 

We help investors in Switzerland build assets and create passive income to replace formal employment. 

By listening carefully, giving honest advice, and creating tailored investment plans, we help you achieve your long-term financial goals.

How much do you need to retire? Request your free guide now and find out with our simple 2-step process. 

How much do you need to retire?

How much do you need to retire?