Investment Strategy

The formal investment strategy reflects your decision-making criteria when selecting portfolio companies:

It is therefore a guideline for your deal team, but also a promise to investors.
We support you in formulating your individual investment principles. Typically, these address positive and exclusion criteria.

Positive Criteria (examples)

  • Business models with a directly positive sustainability impact, e. g. regarding the UN Sustainable Development Goals 
  • The management team in the target company shares your ESG strategy and works actively to optimize its business model for sustainability

Exclusion Criteria (examples)

  • Violations of international norms, for example in the areas of labor and human rights, corruption, or sanctions
  • Activities in problematic business areas such as armaments, tobacco, pornography, nuclear energy, or fossil fuels
  • Standards and investor initiatives in German-speaking countries as well as on a global level also use exclusion criteria: we help you meet the benchmarks that are important to you

Further Services to embed ESG in your Investment Process

Your Contact Person

Matthias Bönning

Managing Director / Contact person for Private Equity Firms

Phone: +49 171 8170380