Investing with integrity

Investing with a Purpose

SRI-focused portfolio management that supports your values by blending ethical investments with financial goals.

Investing with a Purpose

Madelor offers portfolio management with a conscience. Sustainable Responsible Investing (SRI) is a philosophy where your investments should do more than only make money; they should make a difference. That's why our SRI portfolios are carefully designed to consider the environmental and ethical impact of the companies we invest in.

Our ability to align your goals with an individualized portfolio strategy sets us apart and is essential to create tailor-made solutions. Explore the range of available strategies and discover how we formulate an approach that perfectly suits you.

One of the more recent additions to the alternative investment space is cryptocurrencies, the most well-recognized being Bitcoin and Ethereum. These digital currencies use secure blockchain technology, heighten privacy, and offer unique, higher-risk opportunities.

Some of the range of Alternative Investments that can be considered include:

Venture Capital: Investing in startups and companies in their early stages allows you to get in at the ground floor and generate huge profits if all goes well, but losses are frequent.

Private Equity: Investing in private companies offers the potential for substantial returns over the long term by providing capital in exchange for equity ownership and can also entitle participation in management decisions strategy.

Hedge Funds: Investment funds that employ various strategies, including leverage and derivatives, to generate returns irrespective of market conditions and offer the chance to benefit from highly specialized investment expertise.

Real Estate Investment Trusts (REITs): A way to invest in real estate through companies that own or finance income-producing properties, often focusing on commercial or residential assets, that allow you to invest in real estate without the headache of physically owning property.

Commodities: Gold, sugar, coffee, oil, natural gas, orange juice, agricultural products, and many other everyday goods can be traded and act as a hedge against inflation while adding tangible assets to a portfolio.

Derivatives: Trading in financial contracts, such as futures and options. Derivatives derive their value from an underlying asset, a collection of assets, or a benchmark and provide leveraged exposure and risk mitigation tools.

It should be highlighted that alternative investments often have higher risks and are more illiquid than traditional holdings such as equities and bonds. Before adding alternatives to a high-risk, diversified investment portfolio, due diligence, proper risk assessment, and diversification are crucial.

Our SRI Approach in Action

The Madelor Universe:

We've compared and classified investments that align with our values.

Allocation:

It's not just about where your money is invested but what that investment stands for.

Modeling/Design:

We build portfolios that reflect your values and your financial goals.

Tactical Allocation:

We stay flexible and adjust strategies as conditions change.

Security Selection:

We select investments that stand for something extra.

SRI Filters:

We have screening processes that ensure your investment supports your beliefs.

Governance, Social, and Environmental Factoring:

We carefully scrutinize the companies we invest in.

Your Portfolio:

Your portfolio is more than just a basket of investments; it's a statement.

Stage by stage

Our screening process is thorough and has three distinct stages:

Stage 1:

In the first stage of the screening process, we identify companies with a track record of responsible corporate behavior. Investing in such companies is financially prudent and aligns with our commitment to ethical and sustainable investing.
We start by reviewing whether they have been recognized by reputable organizations such as non-profit Just Capital and MSCI's ESG index screens, as being included in these indices confirms a commitment to acceptable standards of corporate citizenship.
However, we don't stop there and research the company's practices and principles further. Due diligence is crucial to ensure that we're investing in companies and industries that generate strong financial performance and support the values and principles that matter.

Stage 2:

In the second stage of our screening process, we look more closely into the heart of companies to check they align with our ethical standards and are not involved in activities that go against our values. We generally exclude those businesses with more than 10-15% exposure to activities we don't support.
This screening ensures that we are not inadvertently supporting companies engaged in activities that contradict SRI principles and that portfolios genuinely reflect your values and beliefs.

Stage 3:

In the third stage of the screening process, we focus on the principles central to Sustainable Responsible Investing. We appreciate companies that pay attention to transparency and look for those that prioritize worker health and safety.
Companies that provide clear information about their supply chains and show that they are doing as much as possible to have ethically responsible chains are encouraged.
We review their sustainable practices, favoring companies actively engaging in initiatives that reduce environmental impact and promote sustainability.
Adopting these SRI criteria ensures your portfolio reflects both your financial goals and ethics.
Please check our disclosures page for more information about our Sustainable Responsible Investing (SRI) offerings.