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.
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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.
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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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