Your new Inyova strategy at a glance – Inyova Impact Investing

You recently received an email informing you about changes to your Inyova portfolio. This page is here to help you understand what exactly is changing and why.

TL;DR: What’s changing in your Inyova strategy

Your portfolio is being upgraded to a smarter, more resilient strategy designed for reliable, long term financial returns and deeper impact.
New investment approach: better diversification, stronger portfolio management, and a unified portfolio built for long-term stability and growth – even as the world evolves.
Bigger impact: you’ll now be part of all Inyova impact initiatives, and together we’ll have more collective influence to steer companies towards sustainability.
You can lean back: the update happens automatically. We’ll keep you updated throughout the process.

Adapting to an evolving world

Over the past years, the world of impact investing has evolved – and so have the opportunities to shape it through your investment. Investors today face more challenges, short-term volatility, and new opportunities driven by global trends.

This means, we – Inyova – need to evolve as well, so we can continue to help you achieve your goals. That’s why we’ve refined our approach: building a more resilient, forward-looking investment strategy for a changing world.

We’ve listened to what matters to you: reliable long-term financial performance, more impact, and long-term security. Your new, upgraded investment strategy centres on those priorities.

“We built this strategy to strengthen performance, deepen real-world impact, and keep your investments resilient in a changing world.”

– Aaron Re’em, Head of Investments at Inyova

A more impactful strategy with more potential for financial returns

Here’s an overview of what this upgrade means for you:

	Inyova Invest 1.0	Your upgraded strategy
Your money is invested for long-term growth, via a “buy and hold” strategy.	✅	✅
Your money is invested in impactful companies that are doing good in the world or have the potential to do so.	✅	✅
Your money is invested in a diversified way, to help protect from different market risks.	✅	✅
Your portfolio is designed for maximum impact and reliable long-term returns, even in the most complex and challenging market environments.	–	✅
Your portfolio is aligned with your individual risk profile.	✅	✅
Type of portfolio:	Personalised	Unified*
Type of asset:	Individual stocks	Inyova investment fund of stocks*
The companies in your portfolio are actively selected by experts for their competitive position to benefit from long-term megatrends.	–	✅
Your investment actively contributes to driving positive change across all Inyova impact initiatives.	–	✅
Your investment is protected by improved risk measures to manage volatility.	–	✅
Long-list of companies from which your portfolio is created:	Approx. 300	Over 1,000
Your portfolio is proactively adjusted in case of anticipated market changes.	–	✅

*To maximise your impact and financial return potential, Inyova is shifting to a unified portfolio, delivered via an Inyova investment fund of stocks. See detailed FAQs about this topic here.

1. Built for reliable long-term financial returns

Reliable, long-term performance is an essential criterion for any financial investment – and in today’s rapidly changing world, achieving this goal requires smarter strategies.

While passive investing is generally more successful in broad markets, sustainability-focused portfolios often require more active choices and continuous evaluation to build the strongest possible foundation for long-term returns and meaningful impact. That’s why we’ve doubled down on expert-led, research-driven investing – focusing on companies best positioned to grow and adapt within a changing world.

Your new strategy is built on deep research and one clear goal: maximise your chances of achieving financial returns in an impactful way. Our investment team focuses on identifying companies that are positioned for long-term growth and play a meaningful role in building a more sustainable economy.

What’s new?

The investment universe has more than tripled! Our experts now select your portfolio from a significantly broader landscape of companies. The benefit? Better diversification and more opportunities to invest in businesses with both strong financial credentials and a high potential for impact.

Our team carries out in-depth analysis of every company – using qualitative insights and proprietary research – so your money is directed towards the most impactful, financially-sound innovators of the future economy.

Your portfolio is continuously evaluated, so we can take action early to protect your investments from downsides and keep your portfolio optimised as the market evolves.

Curious how your new investment approach works in more detail? Read the full blog article here.

2. How your money creates impact

Many sustainable investment options promise impact without actually delivering it. Buying a stock alone doesn’t change the world – unless that investment is paired with a strategy to shape what that company does: this is called active ownership. That’s why your new portfolio enables you to create even more impact through active ownership.

With Inyova, your shareholder rights are used to drive change on your behalf, e.g.:

We speak up at shareholder meetings using your voice
We vote on your behalf to support progress
We directly engage with company managers about how to improve their firms’ sustainability performance

This is what we call impact initiatives – and it’s how you can turn your investment into real-world influence.

Last year alone, our impact investor community took part in 10 impact initiatives. Previously, you would only be part of the ones that matched your personalised portfolio.

Real stories with real impact. A few highlights from the past few years:

Following the combined efforts from 1,500 Inyova impact investors, NGOs, and the public, Zurich tightened its oil and gas policies, and Swiss Re committed to greater transparency in its climate transition.
Learning Technologies Group divested from nuclear weapons training following pressure from Inyova’s impact investors.
Inyova investors put pressure on BMW to accelerate electric vehicle (EV) adoption and improve board-level diversity by nominating a female sustainability expert.

Now, with everyone invested in the same set of companies, your voice and your vote are united and automatically used to push for positive change across all initiatives – giving you a much stronger combined voice in influencing companies towards positive change. Minimum effort. Maximum potential for impact.

Still aligned with your values

We are doubling down on your key values and are sharpening the focus:

All companies in your new portfolio are selected using strict, science-based criteria, ensuring they contribute to key sustainability goals.
We continue to exclude industries like fossil fuels, weapons, tobacco, and companies in breach of international norms. All companies in all Inyova portfolios have to adhere to these criteria.
To create a portfolio with even more impact.

“Your capital is now more focused, more strategic, and has more impact than ever.”

– James Crawshaw, Head of Sustainability & Impact at Inyova

3. Designed for long-term safety

To support your long-term financial goals, your portfolio needs to be able to withstand change. That’s why your upgraded investment strategy is designed with resilience at its core. From climate developments to political and market shifts, our portfolio managers actively monitor the environment and adjust when needed.

Your new portfolio is built for long-term stability and growth – even as the world evolves. By focusing on future-relevant sectors, sustainability-aligned diversification, and continuous evaluation, we aim to provide stability without compromising on financial returns.

“We build your portfolio around long-term trends and forward-looking views about sectors that are shaping the future economy.”

– Aaron Re’em, Head of Investments at Inyova

4. What do I need to do?

You can lean back. Your portfolio will be upgraded automatically. We’ll notify you by email once the switch is complete.

In the meantime, you’ve also received a contract update. This includes updates around Inyova’s FINMA status and investment strategy. You can review the full update here.

Dive deeper

Here’s where you can explore more details:

Have more questions? Email us at [email protected] or call 044 271 50 00.

Your investment is powerful. Use it to create the future you believe in.

Disclaimer: Past performance of financial markets and instruments is never an indicator of future performance. The statements or information contained in this document do not constitute a recommendation, offer, or solicitation to buy or sell any security or financial instrument. Inyova AG assumes no liability whatsoever with regard to the reliability and completeness of the information contained in this article. Liability claims regarding damage caused by the use of any information provided, including any kind of information which is incomplete or incorrect, will therefore be rejected. Furthermore, the statements contained in this document reflect an assessment at the time of publication and are subject to change. References and links to third party websites are outside the responsibility of Inyova AG. Any responsibility for such websites is declined.