Responsible Wealth Management for Herculis Partners means preserving and multiplying Customers' Wealth taking into account appropriate balance between financial return and positive social impact. This goal can be achieved through integration of environmental, social and governance principles into Customer's portfolio. These SRI principles are implemented into instrument selection process through ethical, thematic or negative screening.
Herculis Partners helps its Customers to integrate their altruistic ideals and values into design and asset allocation of investment strategies.
Herculis Partners works in close cooperation with recognized and top-ranked experts, analysts and consultants in the field of Responsible Investing.
Herculis Partners believes that Customer's portfolio with Responsible Investing allocation is more financially sustainable and risk tolerant than conventional one in long-run perspective.
In order to achieve appropriate balance between financial return and positive social impact Customer can allocate around 15% of his total portfolio in Responsible Investing instruments.
Responsible Wealth Management is proposed in form of Discretionary or Advisory Mandate. Both Mandates are designed according to Customer's specific financial needs and social requirements.