Creating Full transparency Partnership with A uniquely structured fund, broadly diversified across sectors, investing in 100 leading S&P 500 companies selected for both their strong financial performance and their positive social and environmental impact. A uniquely structured fund, broadly diversified across sectors, investing in 100 leading S&P 500 companies selected for both their strong financial performance and their positive social and environmental impact.
A global, multi-sector fund of select companies, powered by Value²’s knowledge engine and integrating financial and impact factors to uncover highly attractive opportunities. A global, multi-sector fund of select companies, powered by Value²’s knowledge engine and integrating financial and impact factors to uncover highly attractive opportunities. A U.S.-based managed portfolio for investors seeking genuine impact investments in the capital markets, developed with Nardis Advisors and advised by Value²’s financial and impact teams. A U.S.-based managed portfolio for investors seeking genuine impact investments in the capital markets, developed with Nardis Advisors and advised by Value²’s financial and impact teams. A Switzerland-registered fund developed with Caleo Capital, with weekly ISIN liquidity and investing in leading U.S. and European companies delivering strong performance and exceptional impact. A Switzerland-registered fund developed with Caleo Capital, with weekly ISIN liquidity and investing in leading U.S. and European companies delivering strong performance and exceptional impact. A tailored portfolio of leading Israeli companies with high ESG ratings, traded on TASE, NYSE, and NASDAQ, with an option to invest in war-affected companies to support their resilience and recovery. A tailored portfolio of leading Israeli companies with high ESG ratings, traded on TASE, NYSE, and NASDAQ, with an option to invest in war-affected companies to support their resilience and recovery.
A customized portfolio.
Flexibility in your investment
leading
boutique firms.
North America Impact Fund
Impact Stock Picking Fund
U.S. Managed Portfolio
International Impact Fund
Israel Impact Protfolio
Your Money,
Our Knowledge
Our Knowledge
Qualified clients receive personal attention from us in building their investment portfolio, with attention to the smallest details. Using innovative models, we build complex portfolios that meet the needs of each client.
