Socially Responsible Investing
Make An Impact With Your Investments
Socially Responsible Investing
Sustainable investing has been around for decades - and it's popularity has grown dramatically in recent years.
As the world continues to evolve in terms of technology, attitudes, and opportunities, popular investment options do too.
Institutional investors have already embraced sustainable investing, and in recent years sustainable strategies have matched or outperformed conventional investment strategies.
The new generation of investors take environmental, social, and governance issues (ESG) into consideration before choosing where to invest their money.
ESG criteria can also help investors avoid companies that might pose a greater financial risk due to their environmental or other practices.
Today, it's possible to align your investments to benefit wider society, and still make a healthy profit.
You can not only invest ethically, but you can start to help others through your investments.
With socially responsible investing, you can:
- Screen out companies involved in controversial businesses
- Invest in companies with high environmental, social, and governance standards
- Advocate for issues that matter to you
- Make a contribution to improving the world we live in, without compromising on financial returns
Sustainability and social responsibility is shaping how people think and invest - which is where our team comes in.
We've got the industry know-how and insider expertise to guide you through the many sustainable investment options out there.
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Socially Responsible Investing
Sustainability and social responsibility is shaping how people think and invest - which is where our team comes in.
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Property Investment
From residential property to commercial property investment ideas, we’re here to help you get the best return on your investment.
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Swiss Mortgages
From deposits to repayment terms, you’ll need an insider’s take on the Swiss property market to get the best return on your investment.
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US Compliant Investments
The team here at IWP are well-versed in suitable investment options for American investors.
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Insurance
Make sure you're covered for the worst case scenario with the right level of insurance for your lifestyle.
How much do you need to retire?
Using the retirement calculator below, you can find out whether you’re on track, over, or under for the retirement you want.
How to use this retirement calculator
- Enter your current age, income after taxes, current savings, and how much you save each month (after bills and expenses).
- Average return on savings = For example, assume 1% for cash, 5% for investments, or 3% if you have a mixture of both.
- Next, enter the amount of your current income you would like at retirement. For example, someone receiving CHF 10,000/month may want CHF 6,500 - or 65% - of their current income at retirement.
- Lastly, enter the number of 1st pillar contributions you will have made by retirement. For example, if you've paid 5 years' 1st pillar contributions until today, and expect to pay in for a further 20 years, enter 25 years. Based on the Swiss state pension.
Your targets
- Enter the age you would like to retire.
- Use the Age slider above to increase and decrease the age; when the bar chart showing 'You will have' and 'You will need' are the same, that is your expected age of retirement.
Download your retirement calculation
Enter your details into the form below and we'll send you your free retirement calculation.
Insights
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Environmental, Social and Governance. ESG. But what does it really mean and how can it be done efficiently and successfully?
- 6th July 2023
- Socially Responsible Investing
How much do you need to retire?
Achieve financial freedom - and retire when you want to.
We help investors in Switzerland build assets and create passive income to replace formal employment.
By listening carefully, giving honest advice, and creating tailored investment plans, we help you achieve your long-term financial goals.
How much do you need to retire? Request your free guide now and find out with our simple 2-step process.
How much do you need to retire?
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Truly professional & experienced team. Highly recommended to anyone looking for financial and wealth management advice.
Akhil Prabhu -
Good straightforward planning advice. Highly recommended.
Paul Gibson -
I was recommended IWP by a work colleague and have always been impressed. I wouldn't hesitate to recommend them to anyone seeking independent financial advice.
Paul