Parnell, Auckland 1151, New Zealand

Services

Services : Investment

Responsible Investment Strategy

Sustainable Growth Through Strategic Investments

At Covisory Holdings, we are committed to making wise investments that support the growth of emerging businesses while aligning with evolving environmental, social, and governance (ESG) priorities. By leveraging our own capital alongside that of global investment partners—including pension funds, sovereign wealth funds, insurance companies, foundations, family offices, and high-net-worth individuals—we help investors achieve their financial goals for the benefit of their clients, families, and communities.

We recognize that ESG factors, such as climate change, are transforming investment strategies and workforce priorities. To drive sustainable value creation, we integrate ESG considerations into our investment process across private equity, credit, and wealth management. By assessing key ESG risks and opportunities within each company and industry, we ensure responsible decision-making that fosters long-term success.

Direction & Goal

Empowering Success through Strategic Innovation

At Covisory Holdings, our mission is to exceed client expectations by offering tailored, outcome-driven solutions that integrate robust risk management. Leveraging our five core competencies—capital markets research, portfolio construction, portfolio implementation, manager research, and factor exposures—we create comprehensive strategies designed for long-term success. Our commitment is rooted in the strength of our people and the enduring values that define our company.

Investment Plan

Clarity

Transparency, Honesty, and Purposeful Change

At the heart of responsible investing lies clarity. By openly sharing our strategies and practices, we demonstrate our commitment to driving meaningful change. This transparent approach not only highlights our dedication to responsible investing but also allows us to candidly address the challenges of developing investment services that effectively cater to the diverse needs of our clients.

Our Expertise

Why Invest With Covisory Holdings?

At Covisory Holdings, we provide a strategic investment approach that covers the entire risk/return spectrum, ensuring customized solutions that align with each client’s goals. Our philosophy is built on deep, data-driven research rather than speculation, allowing us to deliver sustainable and informed investment strategies.

Trusted by Investors

With a proven track record of success, Covisory Holdings has earned the trust of investors worldwide. Our transparent approach, expert insights, and consistent performance set us apart as a reliable investment partner.

Invest With Confidence

We prioritize investor confidence by providing data-driven insights, risk assessment, and strategic financial planning. Our commitment to research-backed investments ensures long-term value creation.

Secure Platform

Security is at the core of our operations. We utilize advanced technology and compliance measures to safeguard your investments, ensuring a seamless and protected investment experience.

Covisory Holdings is a global investment firm managing diverse fund strategies, prioritizing client interests, research-driven investments, and long-term growth.

OFFICE

PO Box 137215, Parnell, Auckland 1151, New Zealand

support@covisoryholdingsfxt.com

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