Long-term wealth creation for foundations

When supervising foundations, the central task is to ensure that as much of the existing assets as possible can be used to fulfil the foundation's purpose. We have excellent knowledge in this field and are therefore an ideal partner for foundations.

The preferred partner for non-profit organizations

It is no coincidence that Tareno AG counts numerous foundations among its asset management clients. We know that a clear investment strategy and consistent cost control can generate sustainable added value for foundation assets.

Preserving value

Our goal is to preserve the foundation’s capital over the long term, offset inflation, and ensure distributability across all economic cycles. This preserves the foundation’s value and maintains its impact through the continuous realization of its purpose and operational flexibility.

Impact

Ensuring that a foundation can have a long-term impact must always be the primary goal of asset management. We consider the social benefits of foundations to be particularly relevant. That is why we strive to enter into an attractive and transparent cost model with them.

“A foundation is only secure if it can continue to have an impact tomorrow.”

This is the basis of our investment success

Diversification

We stick to the core satellite approach: core investments make up the strategic part of our investments and reflect market performance, satellite investments are used to seize short-term and tactical opportunities.

Orientation towards the foundation's purpose

Thanks to a flexible investment strategy, we can respond to the specific requirements of your foundation.

Upon request, we also offer highly customized impact investing in accordance with the foundation's purpose.Stiftungszweck.

Independence

As an independent institution, we have no conflicts of interest in the choice of investments.

We do not accept any form of retrocession.

Sustainability

We are committed to sustainable investment strategies and the implementation of internal climate protection measures.

Depending on the purpose of the foundation, this allows us to address your environmental and social goals.

For this purpose, we have developed our own ESG principles (ESG stands for Environment, Social and Governance) and also have a certified ESG specialist in our team.

Independent portfolio analysis for foundations

In addition to actively investing foundation assets, we offer foundations an independent portfolio analysis as a standalone service. The aim is to objectively review existing investment structures, identify risks at an early stage, and develop a sound basis for decision-making for foundation boards and managers.

An independent portfolio analysis is comparable to a health check: not because there is an acute problem, but in order to maintain a healthy foundation in the long term.

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Foundation expertise for more than 25 years

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