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Advisory mandates:
Our solutions for a strategic positioning
At ethore, we provide a Responsible Investment Advisory and develop sustainable Action Plans. To do it successfully for you, we rely on our proven expertise and in-house multi-disciplinary approach. We develop specific investment ideas, and propose 'tailor-made' solutions especially developed for you.
Home: Welcome
Committed for 2030
At ethore, we have always been obsessed by developing an ethical approach when advising to invest in stocks. Especially when it concerns the critical metals and rare earths value chains.
Today, Ethore's expertise and capabilities bring solutions to adopt a responsible ESG-SDG approach and to set up sustainable development action plans.
Our core business is data analysis, risk analysis and impact assessment to foster responsible engagements.
Our goal is to break the status quo and foster willingness for change.
Our mandates
Responsible Investment Ideas
Mandate
Independant Researches
We offer investment advices to clients wishing to escape the passive strategies of indexes while allowing them to manage their investment impacts.
Your sustainable goals can join attractive investments in the so-called critical or strategic metals sector.
Investment Fund
Advisory
Mandate
External Advisory
An advisory benefiting of our expertise in developping diversified and risks adjusted, Swiss based niche funds (50mio to 300mio NAV) with a focus on precious metals, critical metals, base metals and rare earth elements.
We include today ESG engagement and responsible investment principles.
Independant
Consulting
Mandate
External Advisory
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SDG, Agenda 2030
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Sustainable Development Action Plan
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ESG engagement
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Mineral Exploration Projects
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Rare Earth Elements
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Minor and Critical Metals
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Regoliths & Geochemistry
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GIS Spatial Analysis
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Data Analysis
Mandates
Our Mission:
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To build trust by offering independent advisory to clients seeking Responsible Investment or willing to adopt a sustainable development approach.
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Promote and communicate sustainable finance in our business sector.
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Committed to exercise vigilance in securities we select regarding sustainable development.
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Constantly improving our services to provide clients with the benefit of our technical expertise and our cumulated experiences.
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Communicating the necessity of integrating the concept of sustainable development.
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Continuing to Innovate in a "three dimensions-long-term-approach"
Our Values:
Do Better
ESG RESEARCH & ADVISORY
Consulting with Purpose
We are here for helping you answering theses questions:
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How can I evaluate companies, securities or an investment fund in order to define which one is investable in terms of ESG engagement and sustainable strategy?
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How do companies actually operate when it comes to their ESG disclosures?
We investiguate companies in depth; looking at their governance strategy and SDG progress. Specifically we look at the coherence of their materiality matrix in regards of ESG disclosures.
Moreover we select stocks in regards of our investment advisory policy.
In commodities and in critical metals value chains, risk assessment can be challenging. Technical risks impacting the upstream supply chains as mining or exploration projects have to be understood as well as ESG disclosures when mentioned.
Ethore has accumulated since year 2003 a valuable experience in shaping portfolio in this alternative asset class; and also as Investment Adviser to several investment funds authorized by FINMA.
Our first priority is always the interests of clients, in providing solutions, innovative concepts, while paying attention to adaptability to needs.
ethore SA is signatory of UN PRI, member of Sustainable Finance Geneva (SFG), and member of the Swiss Geological Society
How ?
Home: Services
Responsible Investment Advisory
RI
Advisory
The responsible investment approach taken by ethore SA aims to provide analysis and relevant advises to enhance investment decisions in companies that have ethical and sustainable development approach.
ethore Risk Rating cover the universe of small and micro-cap with its eRR methodology (GRI and SDGs integrated).
ethore works collaboratively throughout the entire process and guarantee measurable results.
Our positioning reflects our concern for quality, responsibility, innovation and performance.
We have cutting-edge analytical and conceptual expertise.
Today we are committed to incorporating into portfolios only companies selected according to investment guidelines and which include recognized ESG standards and are likely to meet UNSDG's.
We measure their progress and transparently communicate their results.
ESG Guidance
We can assist you to build your sustainability approach and to understand the new ESG disclosures requirements.
Relying only on ESG rating organisations does not validate a responsible approach if it is disconnected from in house sustainable objectives in connection with a coherent investment policy.
Risk
Return
Impact
ethore SA is a Swiss advisory company.
Ethore SA is a consulting firm specializing in ESG data analysis and disclosures.
Ethore SA is a signatory of the PRI (Principles for Responsible Investment). Certified in sustainable finance and specialist in company analyses, we are able to promote the sustainable development approach and facilitate the identification of key indicators to monitor the SDGs.
Ethore SA is also a company that is renowned for its ethics in its advice and its scientific and multidisciplinary approach in its analyses.
We are familiar with the standards and directives GRI, CDP, SASB, UN SDG, OECD, TCFD, TNFD, PRI, …
ESG-Risk-Impact focused, we provide a three dimensions investment advisory approach across critical metals value chains.
About
Responsible Investing
Critical metals play a strategic role into technologies which can reduce CO2 emissions.
Green technologies supply chains are demanding of critical metals. Behind final products of key sectors, we find specific supply chains and companies aiming to provide the seeking competitive advantages to OEM’s without compromising sustainable development goals.
Our Story
The Framework
Created in 2003 by Laurent Krull ethore SA (formerly LKConsult) has gained reputation in co-founding and promoting special niche funds, as well as providing investment advisory.
30 years of international expertise in mineral projects, projects management and Investment advisory.
Mandated as independent technical adviser and buy-side analyst for several investment funds focused on the mineral sector (Gold, PGM, Base Metals, Minor Metals and Rare Earth Elements).
Proven track record and success stories, thanks to a team work along the career, and to a worldwide geologists network.
Data and Knowledge management is completed by risk assessment software and GIS/ESG database.
How an expertise can evolve?
We have traveled to all continents, visited many projects, attended many conferences, meetings or forums in the metal sector. These all are part of investigation and risk assessment work which has led us to provide the financial world with state-of-the-art scientific expertise.
¨A matter of risk management and ethics then came ESG"
Technical, environmental and societal risks have always been included in each estimate of the development potential of companies we analyzed.
The integration of the investment risk is done on the basis of different evaluation and modeling which depend on the level of development of the projects and the companies.
Thanks to a multidisciplinary approach, combined with scientific and market monitoring, our analyzes have made it possible to structure highly competitive securities portfolios in the metals sector and their value chains.
In 2020, the European taxonomy has defined the ESG criteria linked to the development of a sustainable economy which made it possible to change our risk parameters and to include the objectives of sustainable development.
This evolution within our company was completed by a certification in sustainable finance and recently by becoming a signatory to the principles of responsible investment (UNPRI).
Ethore is the contraction of 'ethical Ore'. In the past, the approach was not always understood, whether at the level of market surveillance authorities or investors. Short-termism and the chase for good opportunities sometimes do not fit with ethics.
Nevertheless we are here to disrupt old habits and enable any investor to get more insights towards responsible investing.
Today the financial world is facing a profound change in these ESG reporting and management habits; are you part of this change for the better?
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ethore SA has evolved through its risk management approach to responsible investment advisory.
Today, Ethore SA is engaged in an ethical and responsible approach in advising for sustainable and responsible investment.
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