EB – Sustainable Investment Management

What EB – Sustainable Investment Management does

EB – Sustainable Investment Management GmbH (EB-SIM) is a Germany-based, BaFin-regulated asset manager (registered as a "mittleres Wertpapierinstitut" under the Wertpapierinstitutsgesetz) that operates as the dedicated sustainable-investment arm of Evangelische Bank. Founded circa 1990 and headquartered in Kassel, the firm manages €6.5 billion in assets across four product pillars — Multi-Asset, Equities, Fixed Income, and Real Assets / Private Assets — with 100% of offerings classified as sustainable and explicitly anchored in Christian values shared with its parent. The product range spans retail Publikumsfonds distributed through a partner network and institutional offerings, including the open-ended Article 9 fund Quadoro Erneuerbare Energien Europa (QEEE) and the closed infrastructure funds EB Energy Transition Europe and EB Kirchlicher Energiekreislauf, the latter focused on church-owned photovoltaic projects.

The firm generates revenue through recurring asset management fees on AUM and serves a diversified mix of institutional investors (pension funds, insurance companies, churches, foundations), private investors, and financial-advisor partners across Germany, Austria, Switzerland, and Luxembourg, with a recent expansion into Nordic infrastructure deals (Finland). Distribution is split between a direct institutional sales team and a channel partner network, supported by content marketing, industry publications, and podcast appearances. EB-SIM differentiates on 35 years of sustainable-investment track record, an engagement-driven ownership approach (86 controversy engagements, 204 shareholder meetings voted, 3,122 proposals voted in 2025), active membership in the Shareholders for Change investor network, and direct capital deployment into European renewable energy and battery storage infrastructure, including Stendal BESS, Windpark Zeitz, and Icecreak Energy II.

The underlying technology is described in source data only at a high level as a fund management and investment analytics platform, with proprietary features not enumerated; no AI/ML, API, or developer-facing capabilities are disclosed. Engagement and proxy-voting workflows are supported by third-party providers (ISS ESG, CDP). With ~80 employees, EB-SIM is a mid-sized European specialist rather than a vertically integrated technology-led asset manager.

Name

EB – Sustainable Investment Management

Legal name

EB – Sustainable Investment Management GmbH

Website

https://eb-sim.de

Company type

Private

Founded year

1990

Operating status

Operating

Headcount range

51–100 employees

Short description

EB-SIM is a Kassel-based, BaFin-regulated German asset manager and wholly owned subsidiary of Evangelische Bank, managing €6.5B in sustainable multi-asset, equity, fixed income, and renewable-energy infrastructure strategies for institutional, private, and faith-based investors across the DACH region.

Ownership category

akta.pro rank

Product category

Sustainable Asset Management

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Sustainable Private Markets (Impact PE/VC, Private Credit, Infrastructure) (FSAAALAG)

akta.pro secondary industries

ESG/Sustainable Investment Advisory (FSAEAAAJ), Renewable Energy Infrastructure (FSAAAKAG), Green, Social & Sustainability Bonds (GSS/SLB Fixed Income Strategies) (FSAAALAF)

Keywords

• Sustainable asset management
• Ethical investment funds
• Multi-asset strategies
• Renewable energy investing
• ESG portfolio management

Headquarters

HQ city

Kassel

HQ country

Germany

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Asset Management Fees: Revenue generated through management fees on assets under management across their multi-asset, equities, fixed income, and real assets funds. The company manages 6.5 billion EUR in AUM.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

EB-SIM is an active asset manager providing sustainable investment products and strategies across multi-asset, equities, fixed income, and real assets (renewable energy/infrastructure) for institutional and private investors. The firm manages €6.5 billion in assets under management with 100% of solutions structured as ethical-sustainable investments aligned with Christian values shared with parent company Evangelische Bank. Offerings include Publikumsfonds (public/retail funds) and specialized infrastructure funds (such as the Quadoro Erneuerbare Energien Europa and EB Energy Transition Europe funds) investing in European renewable energy projects.

Product overview

EB-SIM operates as an active asset manager offering a diversified investment product range organized across four core pillars: Multi-Asset strategies combining capital allocation with active risk management; Equities providing global stock strategies with sustainability integration; Fixed Income delivering sustainable bond strategies for purchasing power preservation; and Real Assets/Private Assets investing in renewable energy infrastructure and sustainable projects. The product range includes both retail (Publikumsfonds) and institutional offerings. Notable specific funds include the Quadoro Erneuerbare Energien Europa (QEEE), an open Article-9 EU Disclosure Regulation fund targeting European solar and wind projects; the EB Energy Transition Europe closed infrastructure fund investing in battery storage and energy transition assets; and the EB Kirchlicher Energiekreislauf, a church-focused energy transition fund investing in PV projects for church institutions. All offerings are anchored in the company's ethical-sustainable investment approach integrating all dimensions of sustainability.

Differentiator

Problem solved

Functional benefit

Brands

• Quadoro Erneuerbare Energien Europa (QEEE): An open-ended Article 9 fund under EU Disclosure Regulation investing in European renewable energy projects, primarily PV and wind power with stable return profiles. EB-SIM co-invests alongside Quadoro Investment GmbH in this fund.

Products and services

• Multi-Asset Strategies Multi-asset investment strategies combining capital allocation across market conditions with active security selection across all asset classes and active risk management, for institutional and private investors.
• Equities (Aktien) Global equity strategies combining financial value creation with a consistent sustainability approach, targeting capital growth with an ethical values foundation for institutional and private investors.
• Fixed Income (Renten) Sustainable fixed income strategies focused on long-term purchasing power preservation with active management of financial and non-financial risks.
• Real Assets / Private Assets Investments in sustainable projects, renewable energy, and infrastructure for institutional and private investors, contributing to the success of the energy transition.
• Quadoro Erneuerbare Energien Europa (QEEE) Open-ended Article-9 fund under the EU Disclosure Regulation investing in European renewable energy projects, primarily photovoltaic and wind power plants with stable return profiles.
• EB Energy Transition Europe Closed infrastructure fund investing in energy transition assets, including battery storage projects, acquiring majority stakes in European energy infrastructure.
• EB Kirchlicher Energiekreislauf Church energy transition fund investing in photovoltaic projects for church institutions, with the first PV projects commissioned on daycare center rooftops.

Quantifiable outcome

• 86 engagements to controversies in 2025
• +2 more outcomes

Named customers2 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Seven partnerships are on record, tiered core and minor.

• European Energy A/ScoreStrategic or Co-development Partner · 1 April 2026Developer partner for Windpark Zeitz project. European Energy A/S, an established European energy project developer, is responsible for the construction of the 32.8 MW wind farm near Leipzig.
• Quadoro Investment GmbHcoreStrategic or Co-development Partner · 1 December 2025Joint acquisition partnership for renewable energy infrastructure. EB-SIM and Quadoro jointly acquired a 50% stake in Windpark Zeitz (32.8 MW) for the Quadoro Erneuerbare Energien Europa (QEEE) open infrastructure fund.
• Shareholders for ChangecoreStrategic or Co-development PartnerInvestor network for collaborative engagement. EB-SIM is a member of Shareholders for Change and harmonized its engagement documentation with the network's methodology for consistent reporting.
• AKI (Arbeitskreis Kirchlicher Investoren)coreStrategic or Co-development PartnerWorking group of church investors. EB-SIM collaborates with AKI for joint engagement activities and shared sustainability standards.
• CDPminorStrategic or Co-development PartnerEnvironmental disclosure platform. EB-SIM collaborates with CDP for engagement activities related to climate and environmental data.
• Osborne ClarkeminorImplementation/ SI/ Consulting PartnerLegal advisor for the Stendal BESS transaction. Osborne Clarke advised Nofar Energy on the sale of stake in the battery storage project to EB-SIM.
• Nofar EnergyminorOthersIsraeli energy company that sold a stake in the 104.5 MW/209 MWh Stendal battery storage project in Germany to EB-SIM.

Scale indicators4 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Ökoworld: German sustainable asset manager (Luxembourg/Köln-based) offering ethical-ecological mutual funds for retail and institutional investors; directly comparable to EB-SIM in DACH ethical-sustainable mutual fund space.
• Triodos Investment Management: European values-based sustainable asset manager linked to Triodos Bank, offering equity, fixed income, and impact/real assets funds; similar values-aligned DNA and DACH distribution to EB-SIM.
• Quadoro Investment GmbH: German specialist in open-ended sustainable real-asset/infrastructure funds (QEEE); co-investment partner with EB-SIM in Windpark Zeitz and the most direct competitor in the sustainable infrastructure fund niche.
• Robeco: Dutch sustainable investment specialist with deep active ownership/stewardship capabilities and a strong quant and fundamental ESG equity/fixed income range; comparable on engagement depth and sustainability specialization.

Broad incumbents

• Union Investment: Large German cooperative-bank-affiliated asset manager with a broad sustainable fund range; competes for the same German institutional and retail DACH mandates as EB-SIM but at much larger scale.
• Allianz Global Investors: Major European asset manager with extensive ESG/sustainable fund range across multi-asset, equities, fixed income, and infrastructure; competes for German institutional sustainable mandates at much larger scale.
• DWS Group: One of Europe's largest asset managers with broad ESG product suite including real assets and renewable energy strategies; broad incumbent in DACH institutional sustainable investing.
• Amundi Asset Management: Europe's largest asset manager with a broad ESG/sustainable product line including real assets and green bond funds; broad incumbent competing for the same institutional sustainable mandates as EB-SIM.
• Pictet Asset Management: Swiss/European private bank-owned asset manager with a strong thematic and sustainable investing franchise including real assets; comparable as a European incumbent with both ESG and infrastructure capabilities.

Regional players

• GLS Bank Investments: German ethical bank with investment funds for values-driven retail and institutional clients; comparable values-based positioning and DACH distribution, but smaller and primarily German-market.

Market position

Strengths2 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/eb_sim
• LinkedInlinkedin.com/company/eb-sim

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about EB – Sustainable Investment Management