Investing in future-oriented solutions with a positive footprint**

Our world is at a turning point. The challenges of the 21st century require a new way of doing business that takes into account not only economic profit, but also the preservation of our natural resources.

“Be a Better Capitalist” means taking responsibility, leaving behind outdated business models that harm our planet and instead investing capital in the opportunities offered by future-oriented technologies.

A “better capitalist” thus participates in future topics such as renewable energies, electromobility, innovative materials, pioneering forms of nutrition, artificial intelligence and smart cities. These promising technologies not only offer attractive potential returns, but also contribute to ecological balance and improving the quality of life on our planet.

Capitalism 2.0 for the 21st century

Capitalism in its current form has many beneficial and effective characteristics. It has promoted innovation, created prosperity and significantly improved the standard of living of most people on our planet.

At the same time, untamed capitalism also has its downsides: We face serious challenges, including environmental degradation, loss of biodiversity, resource scarcity and social inequality. An improved capitalism must address these challenges while preserving the positive aspects of the existing system.

This kind of “better capitalism” advocates effective framework conditions that prevent market shortcomings such as the externalisation of costs, a lack of transparency or the formation of monopolies and leave sufficient room for market mechanisms to develop innovations and efficient solutions.

The further development of capitalism is of great importance as it offers the opportunity to preserve the proven elements of capitalism while reforming its weak points. Such a model focusses on the long-term, sustainability and social responsibility, and complements the positive characteristics of current capitalism. It promotes innovation, prosperity and economic progress while aiming for a better future for us all.

What is a «Better Capitalist»?

  1. Being an active owner: Is aware of his or her important role as an owner of assets and utilises his or her creative options as an owner and actively contributes
  2. Considering overarching goals: Is also guided in his investment decisions by fundamental, overarching social goals, such as the UN’s sustainability goals
  3. Consider the impact on the economy, society and the environment: Is interested in the impact of his financial investments on the economy, society and the environment
  4. Investing in the future: Supports start-ups and innovations and invests its assets for the long term, where projects and companies are promoted that are fit for the future and help to solve global challenges
  5. Stewardship and commitment: As a shareholder, advocates for sustainable business models through voting and dialogue with companies (stewardship)
  6. Choosing financial partners wisely: Chooses advisors and banks carefully and only works with those that consistently implement the rules of responsible investment and operate free from conflicts of interest or short-term incentive systems
  7. Select ambitious partners: Requires regular disclosure from banks and invested companies on their ambitions, goals and results
  8. Demand transparency: Demands transparency from banks, pension funds and advisors on all financial investments and their interaction between risk, return and impact on the economy, society and the environment
  9. Set smart framework conditions: Actively supports efforts to create effective frameworks for a sustainable economy in a way that makes harmful behaviour costly and promotes positive performance
  10. Partnering with others: Partners with other investors to accelerate the transformation to “better capitalism”

Investing successfully in future-oriented companies

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Future Readiness

This metric measures the company’s own investments in research and development, the quality of the active patent portfolio and the share of sales achieved in relevant megatrends.

Globalance Footprint®**

This metric shows the extent to which companies and their business models contribute to economic, social and environmental sustainability and to what extent they achieve a positive footprint.

Innovation Maverick

Futuremover

Traditionalist

Green Guardian

AGCO

AGCO Corporation

AGCO Corp. is engaged in the manufacture and sale of agricultural equipment and related spare parts.

  • Future Readiness
    85
  • Globalance Footprint®**
    36
Amazon

Amazon.com, Inc.

Amazon.com, Inc. is a multinational technology company engaged in the provision of online shopping services.

  • Future Readiness
    97
  • Globalance Footprint®**
    59
Anglo American

Anglo American plc

Anglo American Plc is a mining company engaged in the exploration and mining of precious base metals and ferrous metals.

  • Future Readiness
    43
  • Globalance Footprint®**
    44
Aryzta

Aryzta AG

The Arzyta Group’s principal activity is the production and distribution of ready meals and agricultural and nutritional products.

  • Future Readiness
    37
  • Globalance Footprint®**
    42
ASML

ASML Holding NV

Semiconductors are critical success factors in automated production in many industrial sectors. ASML thus makes a decisive contribution to the production processes of downstream companies.

  • Future Readiness
    79
  • Globalance Footprint®**
    77
BASF

BASF SE

BASF SE is active in the provision of chemical products.

  • Future Readiness
    90
  • Globalance Footprint®**
    36
China Steel

China Steel Corporation

China Steel is active in the production and marketing of steel products as well as in the fields of mechanical engineering, communications and electrical engineering.

  • Future Readiness
    46
  • Globalance Footprint®**
    34
China Tourism Group Duty Free

China Tourism Group Duty Free Corporation Limited Class A

China Tourism Group Duty Free Corp. Ltd. is active in the provision of travel services and the sale of goods.

  • Future Readiness
    41
  • Globalance Footprint®**
    36
COMET

COMET Holding AG

COMET is active in the development and production of components and systems based on X-ray, high-frequency and e-beam technology.

  • Future Readiness
    68
  • Globalance Footprint®**
    41
Eli Lilly

Eli Lilly and Company

Eli Lilly & Co. is engaged in the discovery, development, manufacture and sale of pharmaceutical products.

  • Future Readiness
    78
  • Globalance Footprint®**
    57
KDDI

KDDI Corporation

The Japanese network operator KDDI is known for its comprehensive programs to integrate the UN development goals into its business model and strategy.

  • Future Readiness
    29
  • Globalance Footprint®**
    89
Lonza

Lonza Group AG

Lonza is active in the provision of pharmaceutical, healthcare and life science products.

  • Future Readiness
    49
  • Globalance Footprint®**
    80
LVMH

LVMH Moet Hennessy Louis Vuitton SE

LVMH Moët Hennessy Louis Vuitton SE is active in the manufacture of luxury goods.

  • Future Readiness
    46
  • Globalance Footprint®**
    65
Microsoft

Microsoft Corporation

Microsoft is the largest software producer in the world. The company has robust corporate governance, particularly in the areas of data security and privacy protection.

  • Future Readiness
    82
  • Globalance Footprint®**
    82
Nestle

Nestle S.A.

Nestlé is a nutrition, health and wellness company engaged in the manufacture, supply and production of ready meals and cooking aids, dairy products, pharmaceuticals and ophthalmic products, baby food and cereals.

  • Future Readiness
    93
  • Globalance Footprint®**
    50
Pfizer

Pfizer Inc.

Pfizer Inc. is a research-based, globally active biopharmaceutical company.

  • Future Readiness
    45
  • Globalance Footprint®**
    54
Roche

Roche Holding Ltd Dividend Right Cert.

With over 100,000 employees and annual sales of more than 60 billion Swiss francs, Roche is one of the largest pharmaceutical companies in the world.

  • Future Readiness
    85
  • Globalance Footprint®**
    49
Samsung

Samsung Electronics Co Ltd Pfd Non-Voting

Samsung Electronics Co., Ltd. is engaged in the manufacture and sale of electronics and computer peripherals.

  • Future Readiness
    20
  • Globalance Footprint®**
    66
Taiwan Cement

Taiwan Cement Corp.

Taiwan Cement Corp. is active in the production and marketing of cement, cement-related products and ready-mixed concrete.

  • Future Readiness
    49
  • Globalance Footprint®**
    34
Tesla

Tesla, Inc.

Tesla, Inc. is engaged in the design, development, manufacture and sale of all-electric vehicles and power generation and storage systems.

  • Future Readiness
    75
  • Globalance Footprint®**
    55
Zukunftbeweger Fonds

Zukunftbeweger Fonds

Your opportunity to invest in promising, future-oriented companies while at the same time leaving a positive footprint.

  • Future Readiness
    66
  • Globalance Footprint®**
    67
Um einzelne Titel aus der Zukunftbeweger Matrix zu entfernen, hier reinziehen und loslassen.
Drag & Drop

Innovation Maverick

These companies invest heavily in innovation, but their footprint is not positive.

Futuremover

These companies focus on innovation while also achieving a positive footprint.

Traditionalist

These companies show a lesser committment to innovation and do not have a positive footprint.

Green Guardian

These companies focus on a positive footprint without investing heavily in innovation.

The content published on this website is provided for information purposes only. It does not constitute a recommendation. Further information can be found in our legal information.

As a pioneer, Globalance consistently invests in futuremovers. These are companies that are equipped for the world of tomorrow’s business models thanks to their proven innovative strength, develop solutions for global challenges and have a positive footprint.**


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Footnotes:

* Our corporate philosophy: What defines a “Better Capitalist” and how we assess the impact of capital on the economy, society and the environment is described in our white paper (www.globalance-invest.de/zukunft) and in our Footprint® methodology (https://www.globalance-invest.de/en/methodik/).

** Footprint®: proprietary analysis tool (not a seal). ITR: MSCI methodology. Megatrend share is not a sustainability indicator. Methodology: www.globalance-invest.de/methodik. The Footprint assesses the orientation and characteristics of the companies, not the direct ecological impact of the invested capital on the secondary market.