You’ve never seen your portfolio like this before
Globalance World
Digital access to your portfolio. Discover how your assets are positioned according to our methodology, in terms of return and profile. The climate contribution, footprint, megatrend share and financial performance dimensions give you a transparent and convenient overview of your investments.
Your advantages with Globalance World
Globalance World is your digital access to Globalance Bank for you as a customer
Get a transparent 360° overview of your portfolio and the individual securities
Simply download your bank documents at any time
Find out which methods we use to assess companies and investment instruments
Get in-depth information about the companies in your portfolio
Immerse yourself in our megatrend themes and footprint dimensions
Experience a new level of transparency when it comes to alignment of your portfolio with our methodology.
Assess in real time how sustainable, future-proof and profitable your portfolio is.*
Your portfolio at a glance
Use four dimensions to see how your portfolio is positioned according to our methodology around the world. Study its climate contribution, footprint, megatrend share and investment performance and get a 360° perspective of your investments.
Climate contribution
The Globalance climate indicator provides information on the increase in the global average temperature compared to pre-industrial levels. A lower climate indicator means lower risks for societies and ecosystems. Limiting warming to 1.5 °C reduces the risks compared to higher levels of warming.
Footprint**
The Globalance Footprint shows you how the companies in your portfolio are positioned according to our methodology. Our grid is simple and objective. We use nine themes to assess your contribution to economic prosperity, the future viability of society and the preservation of our natural resources.
Megatrend share**
The megatrend share shows you the proportion of the portfolio’s turnover that is generated in one or more megatrends. For the calculation, the megatrend shares of the individual investments are capital-weighted and added together.
Investment success
Find out the current financial performance of your portfolio and the individual securities as well as the historical development.
Fancy a test run?
Contact us and experience the analysis of your portfolio in a completely new way. Get personalised access to Globalance World. We will upload your portfolio without obligation – regardless of your bank.
Use our comparison function to compare your investments against different indices and discover how we at Globalance integrate the future into our portfolios. Arrange your free test run today!
Footnotes:
* In line with our methodology: selection based on the Globalance Footprint® + exclusion criteria. SFDR Art. 8
** Footprint®: proprietary analysis tool (not a seal/certification). 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. The ITR describes the companies’ climate pathway, not the actual emission reduction achieved through your capital investment.
