To ensure that your investment is sustainable and financially stable, we sometimes have to make changes to your portfolio. Due to our long-term approach, these are reserved for special circumstances and only happen occasionally.
The main reasons for a modification of your portfolio are the following :
- A company does not meet the financial and sustainability criteria of Inyova anymore. For example, in the past, we removed Adecco from our universe due to their new involvement with nuclear weapons.
- A company that we have added to our universe is the perfect fit for your portfolio and your impact topics. We would make sure that it is added to your portfolio.
- The market moves in such a way that your portfolio is over or underrepresented in one sector, and requires a rebalancing. For example, if the green energy markets were to boom rapidly; we would have to sell some of these positions and invest in other sectors to make sure that you are not overexposed due to a lacking diversification.
- Last but not least, we adapt your portfolio if you request a strategy change! You can do this directly out of your Inyova dashboard once per calendar year; find more information on this here.
It’s crucial for us to be as transparent as possible, which is why you will be contacted if we change the companies in your portfolio.