Your expert in sustainable finance

Finance as an engine of change

Considering environmental and social impact is
making the smart investment choice

Increase transparency and traceability of your portfolio and seize unique opportunities in line with your values

We are your personal advisor to enter this forward looking path

What is the impact of my investments?

Our Sustainability check provides a quick view of the impact of your portfolio

My Portfolio My Portfolio sustainability rating My Portfolio sustainability check
Stocks
Nestle
Roche
...
Unilever
Monsanto
JTI
Petrobras
...
Total
Weight
5%
5%
...
5%
3%
3%
2%
...
100%
VERY GOOD
A+
GOOD
A
FAIR
B
MEDIOCRE
C
POOR
D

I would like to exclude the negative impact of my portfolio

Our Sustainability report offers a complete
view on the impact of your portfolio and stocks which allow you to exclude stocks having a negative impact

Stocks with a negative impact

Stocks
Nestle
Roche
...
Unilever
Monsanto
JTI
Petrobras
...
Total
Weight
5%
5%
3%
3%
2%
2%
100%
Sustainability Consensus
Good
Good
Good
Laggard
Weak
Laggard
Sensible Sectors
GMO
Tobacco
International
norms breach
Environment
Corruption
Climate Impact
Negative

Your NEW portfolio after excluding negative impact

My NEW Portfolio My NEW Portfolio sustainability rating My NEW Portfolio sustainability check
Stocks
Nestle
Roche
...
Unilever
Monsanto
JTI
Petrobras
...
Total
Weight
5%
5%
...
5%
0%
0%
0%
...
10%
VERY GOOD
A+
GOOD
A
FAIR
B
MEDIOCRE
C
POOR
D

I would like to reinforce
the positive impact of my portfolio

Our value mapping defines your sensitivity
and investment objectives. It sets the
guidelines for selecting the appropriate
funds

Your NEW portfolio after reinforcing the positive impact

My NEW Portfolio My NEW Portfolio sustainability rating My NEW Portfolio sustainability check
Stocks
Nestle
Roche
Swiss Re
...
Unilever
Novozymes
Monsanto
JTI
Petrobras
...
ESG global fund
Env. theme fund
Microfinance
Total
Weight
5%
5%
5%
5%
3%
0%
0%
0%
5%
3%
3%
100%
VERY GOOD
A+
GOOD
A
FAIR
B
MEDIOCRE
C
POOR
D

Our proprietary database of over 1300 funds
gives access to the best and most appropriate sustainable investment solutions

Request more information
on our Value Mapping and
ESG investment proposal.

Our tools enable you to create a tailor-made sustainability portfolio

Who is Conser

Our experts

Management team

Board

Angela de Wolff
Business development
Involved in the financial sector for 22 years, 15 years in the field of responsible investment.
Founding Partner Conser
Natacha Guerdat
AM & fund selection
15 years dedicated to sustainable finance. Sustainability portfolio manager in a private bank.
Founding Partner Conser
Jean Laville
R&D & risk management
25 years experience in asset management, including 15 years in responsible investment.
Partner Conser
Anthony Chatelanat
Project leader
15 years in the financial sector, Financial analyst, Entrepreneur.
Founder of Finetika
Olivier Collombin
Former Capital Partner
LODH
Founder E-Merging
Board member Conser
Bernard Vischer
Senior Partner
Schellenberg Wittmer
Board member Conser

Your expert in sustainable finance

Founded in 2007 in Geneva, Conser is a specialized firm 100% dedicated to responsible investment. Its mission is to provide private investors,
institutions and foundations, a capital allocation incorporating the principles
of sustainable development.

We are your personal advisor to enter this forward looking path

Our services

Portfolio Check – screen the ESG quality of your portfolio

Values Profile – define your investment profile

Open Architecture – access our sustainable funds’ selection in all asset classes

Advisory – get our support towards your sustainable investment solution

Our assets

Each partner benefits from over 15 years experience in sustainable finance

A sustainability / ESG grade established for 4800 companies in 100 countries

A proprietary database of more than 1300 sustainable funds

Contact us

info@conser.ch

T. +41 (0)22 907 71 00
11, bd James fazy
1201 Genève