NextGen Values
What sets modern investors apart?
Here are the characteristics which we distinguish:
Impact matters
NextGen Investors recognize the importance of aligning their investments with social and environmental values. They seek to contribute to a sustainable and ethical future. Investing with impact allows them to address global challenges, support reasonable business practices and make a meaningful difference in the world while securing financial returns
Tech-Savvy and Data-Driven
Raised in the digital age, NextGen places high value on technology and innovation, making these elements central to their investment approach. Using technology to enhance customer experiences and streamline processes is indispensable. Data-driven decisions are based on the greatest number of factors and are able to minimize risks and optimize performance.
Long-Term Perspective
NextGen investors are more patient. They often prioritize long-term investments over quick wins.
Transparency and Ethics
Ethical considerations weigh heavily on NextGen investors. They expect full transparency from investment companies and look for ethical behaviour.
In alignment with our commitment to global transformation and our recognition of the significance of NextGen values, we have strategically chosen to focus on the following four pillars of our approach:
Impact Investing
investment strategies and funds that manifest values and priorities of our clients
Technology Leverage
data driven solutions, offering educational resources through digital channels, empowering our clients to make informed decisions
Educating and Engaging
sharing knowledge about impact investing, provision of personalized advice
Transparent Practices
open and clear communication, explaining methodology, processes and findings, clear boundaries on what we can and cannot deliver, detailed reporting, engagement of the clients in the process