In 1991, we started Van Daalen & Cie S.A., an independent asset management and multi-family office company, in order to conciliate our vision of financial markets and investment philosophy. The client and his particular needs are at the center of all considerations. Our team’s approach is the mirror of the following fundamental principles: Offer the highest level of service, thorough communication and transparency, and always aim at obtaining the best risk adjusted returns.
Since 2005, we have been implementing SRI (socially responsible investment) compliant principles and criteria in our research and decision making process. We are convinced that ESG (environment social and governance) compliant investment solutions are also in the best financial interest of our clients, as they increase protection from controversies’ risk, and focus on companies that the market re-rates positively over time.
Therefore, for the equivalent performance we give priority to responsible investing with ESG compliant tools and funds. We also created our proprietary SRI process in the selection and follow up of the companies we track and hold.
vandaalen is a member of the UN PRI initiative, Sustainable Finance Geneva and Swiss Sustainable Finance associations.
As independent asset manager, vandaalen is a member of the Swiss Association of Asset Managers (SAAM).