Beewise App

Getting to know Beewise: your partner in personal finance

An introduction to the features and benefits of Beewise.

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In 2022, the Beewise investment app officially launched in Italy. Tailored specifically for those who are keen on investing, Beewise is more than just an investment app; it’s a comprehensive financial tool that integrates the principles of personal finance management with innovative investment opportunities. This article provides an in-depth look at Beewise, exploring its unique features, investment options, and how it empowers individuals to align their finances with their values and goals.

Beewise: a holistic financial tool

Beewise emerges as a holistic solution in the world of personal finance. It addresses the growing need for an intuitive and accessible platform that simplifies saving and investing. A key component of Beewise is its Personal Finance Manager tool. This feature is designed to assist users in enhancing their saving habits through effective budgeting and providing a clear overview of their spending. This level of financial oversight is instrumental in fostering a culture of mindful spending and strategic saving.

Investment options: aligning values with portfolios

What truly sets Beewise apart are its investment offerings. Recognizing that investors often seek opportunities that reflect their personal values and interests, Beewise has developed five thematic portfolios: Technology, Environment, Future Generations, Breakthrough Healthcare, and Smart Cities. These portfolios allow investors to contribute to sectors they feel passionate about while pursuing their financial goals.

1. Technology Portfolio

Focused on innovation and digital advancement, this portfolio is ideal for those interested in the tech industry’s growth and development.

2. Environment Portfolio

This portfolio is tailored for those who prioritize ecological sustainability and wish to invest in companies with environmentally friendly practices.

3. Future Generations Portfolio

Aimed at investments in industries that benefit from generational shifts in emerging markets, this portfolio is perfect for those who want to tap into nascent trends at an early stage.

4. Breakthrough Healthcare Portfolio

Investors interested in the healthcare sector’s evolution, particularly in groundbreaking medical technologies, will find this portfolio appealing.

5. Smart Cities Portfolio

For those fascinated by urban development and the future of city living, this portfolio offers a chance to invest in innovative urban solutions.

Professional management by the Azimut Global Team

All Beewise portfolios are professionally managed by the global Azimut team, boasting over 30 years of experience in investment management. This ensures that each portfolio is curated with expertise, offering a balanced mix of risk and return. The involvement of the Azimut team means that even those new to investing can confidently start their investment journey with Beewise.

Accessibility and sustainability

Beewise stands out for its accessibility. With the option to start investing with as little as 10 euros, it opens up investment opportunities to a broad spectrum of individuals, regardless of their financial capacity. This inclusive approach democratizes investment, making it a feasible option for a wider audience.

Sustainability is at the heart of Beewise’s investment philosophy. All portfolios have Environmental, Social, and Governance (ESG) criteria integrated into them, reflecting a commitment to responsible investing. This integration ensures that investments made through Beewise are not only financially sound but also ethically and socially responsible.

Contributing to reforestation projects

Adding to its commitment to sustainability, Beewise offers investors the unique opportunity to contribute to environmental conservation. Through a partnership with WeForest, investors have the option to donate 1% of their investments to reforestation projects. This feature allows investors to have a direct impact on environmental restoration efforts, making investing with Beewise not just a personal financial decision, but also a contribution to the global effort against climate change.

Beewise is more than just an investment app; it’s a movement towards responsible, value-based investing and financial empowerment. With its user-friendly interface, diverse investment portfolios, and commitment to sustainability, Beewise is paving the way for a new era of finance. Whether you’re a seasoned investor or just starting out, Beewise offers an opportunity to align your financial goals with your personal values, making every investment count towards a better future. As Beewise continues to grow and evolve, it stands as a testament to the power of finance as a tool for positive change.

Disclaimer: This article has been distributed for educational purposes only and should not be considered as investment advice or a recommendation of any particular security, strategy, or investment product. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed.

Noémie Van Maercke
May 2024