Allow us to tell you about how we invest at IBS. We do it on the basis of ‘the IBS Three’:
We are active investors
We consider risk management to be extremely important
We only invest in a socially responsible manner
These three principles form the core of our strategy and are fully intertwined in our investment policy.
The basis
For us, it all starts with socially responsible investing. To be able to achieve this, IBS has committed itself to the UN Global Compact initiative and the sustainability directives of Goede Doelen Nederland (Charitable Causes of the Netherlands). At IBS, we exclude any investment that is not in line with these guidelines. In addition to that, we also actively look at our own desires when it comes to sustainability. For example, at IBS we have no interest in investing in the oil industry. And to help us with our exclusion criteria, we use data from MSCI ESG Research.
What do we invest in?
At IBS we invest in stocks and bonds. But it’s something we don’t take lightly.
We only invest in high-quality stocks. We call our selection of individual stocks the ‘IBS 30’. These are 30 stocks that are included in each investment profile.
When selecting these stocks, we base our choice on the following criteria:
- A strong sustainable competitive advantage
- Long-term growth potential
- A solid balance sheet
- A high return on capital and a high cash conversion
- A management team that focuses on the long-term interest of all stakeholders
We know a lot about our IBS 30. And we are more than happy to explain why we invest in a particular stock. As an active investor, we encourage our companies to think long-term. Currently, our portfolio is performing well in terms of sustainability. But it doesn’t end there, because ours is a journey where things can, and must, always be improved!
Bonds are, for us, the stable part of the portfolio. With the current interest rates, we choose not to take unnecessary risks in the bond portfolio. We do, however, follow an active strategy when it comes to investing in bonds, so as to generate extra returns. Naturally, we apply the same sustainability criteria to our bond investments.
How do we invest for you?
When we start investing for you, we choose an appropriate investment profile together with you. And this way, we collaborate to achieve the stipulated investment goal. Depending on the chosen profile, we invest more, or less, in the IBS 30. If a profile deviates over time due to price movements, we rebalance it. In practice, that means we buy or sell shares. This creates peace of mind and helps to achieve your investment objective.
Is that it? Not at all! We would love to have the opportunity to tell you about our team, the returns and lots more. Feel free to contact us. We’ve got so much to share with you!