Our charter
Advise, manage and invest according to our clients' preferences.
PhiTrust Active Investors has adopted a charter based on high ethical standards. Just as any responsible publically issued company, PhiTrust Active Investors must set an example both in terms of investment selection criteria and policy. Adherence to and respect of our guiding principles ensure that our mission is carried out with the utmost attention and in full transparency to inform more widely of our ethical standards.
Independence : PhiTrust Active Investors's independent capital holdings ensure that our counselling in carried out in the best interests of our clients and is free of external influence.
Tailor-made services: PhiTrust Active Investors always listens attentively to its clients needs to provide them with the required services and a long-term tailor-made solution.
Methodology : PhiTrust Active Investors systematically follows an investment procedure based on four key standards:
- Quality of management : committment to the company, reliable communication with shareholders
- High quality : clients' expectations of quality (products) and environmental expectations (production methods)
- Social-mindedness: personnel's company involvement and committment
- Ethics and transparency : transparency and disclosure towards investors and wider community.
Selection : PhiTrust Active Investors always engages directly with company management prior to any investment and actively takes part in company AGMs.
Transparency : PhiTrust Active Investors is committed to total transparency vis-à-vis its clients and partners.
Compensation: PhiTrust Active Investors is committed to total transparency in compensation. Partners have committed to investing part of their income in philanthropic projects.
