Values create wealth.
Transparent solutions, tailored to your individual needs.
We advise families and individuals on their investments of their assets. Independently and individually. Values & Guidance has spent a large part of its career in investment management. We saw firsthand what went well and what could have been better- especially for entrepreneurial families. This was one of the reasons why we started to break new grounds and offer alternatives. We succeeded.
Together with our customers we develop original and transparent solutions far from standardized investment products. Values & Guidance takes full responsibility for this. The continued trust of our customers validates our work.
Why are we convinced of our offered products?
Values & Guidance carefully selects its service and data providers. Data quality is our top priority. What is crucial to us to speak of high quality? Independence, reliability, and comprehensive analyses.
What we offer
Realignment and structuring of liquid assets
Establishment of clarity about the investment objective, costs and risks
Definition and implementation of the investment strategy
Establishment of family-owned investment committees if required
Portfolio management for shared or individual assets
Climate Risk Assessment Tool – Lifecycle Analysis
Carbon Metrics is a climate risk assessment tool based on extensive product life cycle analyzes. It is a data platform that analyzes greenhouse gas emissions (GHG) (Scopes 1,2 and 3). All emissions that arise from the moment of extraction of raw materials throughout production until the use of the product or service are considered. This enables us to estimate the complete climate risk of individual investments. After CM has quantified the financial impact of climate change, we incorporate this metric into our investment process. The long-term approach for our investments return sustainable results.
Green Alpha Risk Management Model
We understand the value of assets. To be on the safe side, together with Green Alpha Ltd., we developed our own risk management system GARM (Green Alpha Risk Management Model).
GARM is an independent data service provider that allows to define, continuously analyze all risks for each fund and portfolio individually according to each customer criteria. We evaluate portfolio-specific parameters and market risks, which are being expressed by various key figures. Compliance with the risk parameters is continuously monitored and automatically regulated by GARM.
ESG Plus is a social enterprise that specialises in sustainable solutions for the financial market. ESG Plus identifies and rates the status quo of investments via ESG integration, using strict social, ethical and ecological criteria. Their industry-specific indicators, their focus on impact and sustainability potential of sectors and products, as well as their consideration of the external view of media and NGOs guarantee a comprehensive ESG perspective.
A retail tranche (ISIN: AT0000A1XCH1 (T)) is available as well. For more information please contact V&G directly.
Sustainable Alpha Mixed Fund
The Sustainable Alpha Fund is the answer for all those who are looking for safe, sustainable, and climate-friendly investments for their assets. We define sustainability as a responsible financial investment with high ethical, social, and ecological standards.
The Sustainable Alpha Fund is a mixed fund, investing globally in carefully selected stocks and bonds while following an absolute return approach as well as strict sustainability criteria. The fund is a so-called “dark green” product, based on Article 9 of the EU’s regulation on sustainability‐related disclosures in the financial services sector. This means excluding any investments related to certain criteria (fossil energy industry, aviation industry, conventional automobile producers, child labour, etc.) with the aim of making positive changes to environment and society. We use external ESG-ratings (Environmental, Social, Governance) as well as an external climate risk assessment tool (Carbon Metrics). The fund aims to invest in companies who have defined a reduction of CO2 emissions and decarbonisation as their clear goals.
V&G1 Equity Fund
The V&G1 fund is an equity fund that invests globally in stocks and pursues an absolute return strategy. Like the Sustainable Alpha fund, V&G1 follows strict sustainability criteria, which excludes certain industries (fossil energy industry, aviation industry, conventional automobile producers, child labour, etc.). It also uses external ESG-ratings (Environmental, Social, Governance) and an external climate risk assessment tool (Carbon Metrics).
This fund is a “light green” product, based on Article 8 of the EU’s regulation on sustainability‐related disclosures in the financial services sector. However, we still pursue a “dark green” approach internally, making this product an equally sustainable and climate-friendly alternative. The fund’s goals are capital protection and stable long-term growth.