Yova makes Impact Investing Easy

Yova, created in 2017 by Tillmann Lang and Erik Gloerfeld, helps individuals do socially responsible investments by creating a personalised portfolio based on sustainable criteria and investor preferences.

Investing at Yova follows 4 steps:

1. At the start of the investment process, Yova’ clients can choose between 16 themes such as “climate change”, “renewable energies” or “access to education” and 8 exclusion criteria such as “alcohol’, ‘tobacco’ or ‘weapons’.
2. The client then creates his individual risk profile and receives a proposal from a set of 400 companies in which Yova would invest for him based on his information and parameters.
3. Clients can customise their portfolio and select their favorites from over 800 additional companies
4. When the investment strategy is decided, the investor portfolio is composed of 30 to 40 stocks, spread across different industries, countries, currencies and company sizes. In addition to stocks, each portfolio also contains some government bonds.

Yova analyses mid and large publicly traded companies on the basis of thirty sustainability criteria. Based on their score, Yova decides which companies can be included in the initial investment universe (~ 400 companies).