TerraEquitas

The link between Finance and Philanthropy

THE TEAM

Due to their experience and talent in many areas, these people meet regularly regarding Terraequitas’ strategic orientations and the choice of beneficiary organizations that are awarded.

About TERRAEQUITAS

We want to improve the life of the greatest number of inhabitants on this planet. The tracks followed coincide with the sustainable development goals of the united nations. By a common will, animated by a spirit of solidarity, empathic and tolerant, without any discrimination, we will create synergies and meetings that will bring opportunities and values, for the common good and in a mutual respect. Our approach goes well beyond speech and is resolutely action-oriented.

Socially responsible finance is one way to achieve this.

We want to reconcile this one with the individual and his real aspirations. To achieve this, financial strategy, communication and financial training are provided to entities such as foundations, associations, NGOs and universities. In addition, Terraequitas, through Bluecap SA, its partner, distributes a balanced, socially responsible investment product. The latter pays part of the management fees each year to economic development projects carried out by these entities.

CONSULTING FINANCIAL STRATEGY

Fundraising optimization, Organization of events to increase the resources of beneficiary organizations…

COMMUNICATION ADVICE

Increase the presence of organizations on social networks to increase their notoriety and visibility…

TRAINING IN FINANCE

Courses and seminars on the financial markets and their functioning in a context of sustainable and responsible economy.

Courses and seminars for managing socially responsible financial assets…

TerraEquitas share and work with

TerraEquitas,, through its partner Bluecap SA, distributes a socially responsible investment product of the highest quality. A single asset allocation financial product that combines investor performance and economic development assistance.

This product redistributes part of its management fees to economic development projects.

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Eric Serra | TerraEquitas

SOME NUMBERS

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SOCIALLY RESPONSIBLE

PROJECTS

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SATISFY INVESTORS

EXPERT COMMITTEE

Due to their experience and talent in many areas, these people meet regularly regarding Terraequitas strategic orientations and the choice of beneficiary organizations that are awarded.

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ERIC SERRA

Founder, CEO

ANNA
CROLE-REES

Experte in sustainable  developpement

DANIEL HERREN

Accounting Expert

RENE LONGET

Expert in Renewable  Energies