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Alt Securities solutions
An overview of our strategies
By investing in LibertyGreen, you contribute to a better future, save taxes and avoid expensive fund management fees. Sample portfolio
95% equities
+15% performance in 2024

Choose from various investment strategies

LibertyGreen offers you a choice of six well-diversified investment strategies. The higher your capacity for risk, the higher the equities content in your portfolio. This increases your potential long-term returns.

Your portfolio is apportioned between savings capital (cash) and equities, in the ratio you yourself decide. It is up to you: the greater your capacity for risk and the longer your savings time horizon, the higher the equities share available to you. If you are more risk-averse, your preference should go to a higher share of savings capital. This assures you greater security – however, you must expect lower returns in today’s low-interest environment.
Your equities investments are carefully selected in a standardised investment process. The focus is on sustainability; several criteria are applied to ensure that your expectations in terms of security and return are met.

The validation process includes a negative screening with values- and ethics-based approaches, and a standards-based method involving at least three different criteria. If a prospective investment does not meet the criteria (negative screening), it is rejected. The same applies if the CO2 emissions cap is exceeded – accordingly, LibertyGreen has excluded entire economic sectors. Conversely, the positive screening process identifies companies with positive ratings in terms of ESG performance. An A rating is the minimum threshold for LibertyGreen. Moreover, a company must have adequate market capitalisation to ensure that its securities are readily marketable.

This differentiated combination enables us to enhance your portfolio.


For Liberty, the security of your investment comes first. That is why we maintain your account and securities with Graubündner Kantonalbank. Graubündner Kantonalbank has been awarded the top AA credit-rating which places it among the best-rated banks in the world.

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Strategies and risk level

Transparency is important to us: that is why we focus only on direct investments in hand-picked companies to the exclusion of non-transparent, cost-intensive investment funds. LibertyGreen allows you to invest in equities from your first franc.

Strategy Risk level Equity share Factsheet Fees
The fees cover the following services:
  • account opening
  • account administration
  • Foundation fee
  • purchases / sales
  • custodian bank
  • change in strategy
  • online portal (Liberty Connect)
Account solution 1 0% 0.00%
Green Invest 25 2 25% 0.10%
Green Invest 40 3 40% 0.16%
Green Invest 60 4 60% 0.24%
Green Invest 80 5 80% 0.32%
Green Invest 95 6 95% 0.38%
The fees cover the following services:
  • account opening
  • account administration
  • Foundation fee
  • purchases / sales
  • custodian bank
  • change in strategy
  • online portal (Liberty Connect)

Calculate your carbon footprint:

Your gross income per year in CHF

Payment to the third pillar in CHF

Transfer to LibertyGreen in CHF

Risk level

Place of residence




What can be done for the environment?
  • 0.68 metric tonnes greenhouse gas emissions saved per year
  • 122'723.67 litres of water saved per year
  • 2.81 tonnes of waste saved per year
  • 2'633.40 Kilowatt hours (kWh) saved per year
With risk level 1 (account solution) you do not yet have an impact on the environment.
Ou encore:
  • 2’107
  • Km travelled by car
  • 500
  • Bathtub
  • 500
  • Garbage bags
  • 3'284
  • Clothes washing cycles

And how much tax can you save?

1'491.90 CHF tax savings in the first year

  • Thanks to our calculator, you can compare the sustainability of your investments with the MSCI World Index.
  • This index is published by MSCI and comprises around 1,600 companies from 23 industrialised countries. It is considered one of the most important share indices worldwide.
  • We obtain our sustainability data from MSCI ESG Research. MSCI ESG is the world's largest provider of sustainability analyses and ratings in the areas of environmental, social and corporate governance.

Open now

Liberty Connect