What is Inyova’s upgraded investment strategy ?
Inyova’s upgraded investment strategy is an improved approach to building and managing your Inyova Invest and 3a portfolios. It’s designed to generate even more real-word impact and to keep your investments resilient in a changing world.
Many so-called 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. Your upgraded portfolio enables you to drive even more real-world impact through active ownership.
When will my portfolio switch to the new investment strategy?
We are planning to transition all current and new portfolios starting early 2026 for Invest accounts.
If you have both Inyova Invest and 3a accounts, you will receive a separate announcement email for your 3a account before we start transitioning 3a portfolios.
If you have already completed this step, you don’t need to take any further action. Your portfolio will be upgraded automatically. We’ll notify you by email once the switch is complete.
Why is my investment approach being upgraded?
We’re upgrading your portfolio to help you achieve reliable long-term returns, make a bigger positive impact, and stay resilient in a fast-changing world.
The world of impact investing is evolving – with new opportunities driven by global trends and challenges that require smarter strategies. That’s why we’re expanding your investment universe, uniting all investors into one powerful portfolio, and applying a even more thorough selection and monitoring process.
Part of this process includes regularly reviewing each company to ensure it remains financially strong, aligned with your values, and on track to deliver impact – helping your portfolio perform and make a difference over the long term.
We’re upgrading your portfolio to help you achieve reliable long-term returns, make a bigger positive impact, and stay resilient in a fast-changing world.
The world of impact investing is evolving – with new opportunities driven by global trends and challenges that require smarter strategies. That’s why we’re expanding your investment universe, uniting all investors into one powerful portfolio, and applying an even more thorough selection and monitoring process.
Part of this process includes regularly reviewing each company to ensure it remains financially strong, aligned with your values, and on track to deliver impact – helping your portfolio perform and make a difference over the long term.
What about the personalisation in my portfolio?
Personalisation is making way for a unified portfolio. This means that all Inyova investors will hold the same companies in their portfolio. This change strengthens both your potential returns and your impact as an investor.
Here’s why it matters for you:
- More reliable long-term returns, aligned with future-shaping trends: Every company is selected for its competitive position to benefit from long-term global megatrends – from decarbonisation to digital inclusion and resource resilience. Managing one strong, diversified portfolio allows us to respond more quickly to market changes and keep your investments resilient in a changing world.
- More impact: You’ll now be part of every impact initiative we run, giving your shareholder voice more weight, more reach, and more influence.
- Still aligned with your values: All holdings must meet our sustainability standards, with industries like fossil fuels, weapons, and tobacco excluded. You can review our full exclusion criteria here.
Personalisation is making way for a unified portfolio. This means that all Inyova investors will hold the same companies in their portfolio. This change strengthens both your potential returns and your impact as an investor.
Here’s why it matters for you:
- More reliable long-term returns, aligned with future-shaping trends: Every company is selected for its competitive position to benefit from long-term global megatrends – from decarbonisation to digital inclusion and resource resilience. Managing one strong, diversified portfolio allows us to respond more quickly to market changes and keep your investments resilient in a changing world.
- More impact: You’ll now be part of every impact initiative we run, giving your shareholder voice more weight, more reach, and more influence.
- Still aligned with your values: All holdings must meet our sustainability standards, with industries like fossil fuels, weapons, and tobacco excluded. You can review our full exclusion criteria here.
Will the new strategy affect my fees?
No, there has been no change to our fees.
“What does ‘active ownership’ actually mean?”
Active ownership means using your rights as a shareholder to influence companies and drive positive change. When you invest with Inyova, you own shares in specific companies — and with that ownership comes the power to make your voice heard.
Active ownership is the ONLY way you can create impact as a shareholder. This article explains why.
At Inyova, we run targeted campaigns addressing specific issues across companies or entire industries, if you want to learn more about some of our campaigns click here.
Which of my Inyova accounts will be upgraded?
The upgrade will be applied to all invested Inyova Invest, Inyova for Kids and Inyova 3a accounts. It does not apply to Inyova Grow accounts.
If you have multiple accounts with Inyova, all your accounts (except Grow) will be upgraded to the new strategy.
If you have both Inyova Invest and 3a accounts, you will receive a separate announcement email for your 3a account before we start transitioning 3a portfolios.
Do I need to do anything to switch to the new strategy?
You don’t need to take any action. Your portfolio will be upgraded automatically. We’ll notify you by email once the switch is complete.
If you have already completed this step, you don’t need to take any further action. Your portfolio will be upgraded automatically. We’ll notify you by email once the switch is complete.
Want to dive deeper into our new investment logic? Click here to explore the Info Hub.