Name

EBG Investment Solutions

Legal name

EBG Investment Solutions AG

Website

https://ebg-is.com

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Sustainable Private Market Investment Advisory

NAICS

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

SIC

Investment Advice (6282)

akta.pro primary industry

ESG/Sustainable Investment Advisory (FSAEAAAJ)

Keywords

• Sustainable private markets
• Investment advisory services
• ESG portfolio management
• Impact investing solutions
• Institutional asset management

Headquarters

HQ city

Zürich

HQ country

Switzerland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Investment Advisory and Portfolio Management Fees: EBG generates revenue through investment advisory and portfolio management fees charged to institutional clients for customized sustainable private market portfolio development and management. Services include individual mandates, manager selection, ongoing monitoring, and quarterly reporting. The firm operates exclusively on the buy side, charging fees for the comprehensive suite of services from initial strategy development through to reporting.

Go-to-market motion2 records

Distribution channels1 record

Marketing channels6 records

Core offering

EBG Investment Solutions AG is an independent, FINMA-authorized buy-side investment advisor and asset manager that builds and manages customized sustainable private market portfolios exclusively for institutional and professional investors. Services span manager selection with multi-stage due diligence, individualized mandate construction, ongoing monitoring, and quarterly reporting across private equity, infrastructure, sustainable timberland, and green real estate strategies. All offerings integrate comprehensive ESG analysis and impact measurement aligned with SDGs, SFDR Article 8, and the Impact Management Platform framework.

Product overview

EBG Investment Solutions AG is an independent, globally active investment advisor and asset manager based in Zurich, providing sustainable private market investment solutions exclusively for professional and institutional investors since 2008. The firm operates as a unified offering centered on sustainable private market portfolio management, combining customized mandates, rigorous manager selection with multi-stage due diligence, and ongoing portfolio monitoring with quarterly reporting. The investment strategies span private equity (early growth through buyout), infrastructure, real estate, and sustainable timberland, organized across ten sustainability themes including sustainable food & agriculture, resource efficiency, renewable energy, education & healthcare, and climate change. The firm does not serve private/retail clients and requires institutional classification per FINSA/FIDLEG.

Differentiator

Problem solved

Functional benefit

Products and services

• Sustainable Private Market Portfolio Management Develops and manages private market portfolios with comprehensive ESG integration and impact focus for institutional investors including pension funds, insurance companies, foundations, church institutions, and family offices.
• Investment Manager Selection & Due Diligence Rigorous multi-stage due diligence process evaluating fund managers across commercial, sustainability, operational, legal, and tax pillars to identify best-in-class sustainable investment managers globally.
• Customized Mandates Individual mandates providing bespoke private market investment solutions tailored to institutional investor requirements, with customized processes, interfaces, and reporting formats.
• Private Equity Investment Solutions Investments in private equity across multiple stages from early growth (Series B) through to buyout, focused on SME assets with fund sizes typically EUR 100 million to 1 billion.
• Infrastructure Investment Solutions Investments in social and core infrastructure including schools, hospitals, social housing, public transport, and utility networks with stable cash yields and inflation protection.
• Sustainable Timberland Investments Investments in sustainably cultivated mixed forests, plantations, and special products with carbon credit sales and long-term forest conservation as value drivers.
• Green Real Estate Investment Solutions Affordable urban housing investments near public transport combining Core Plus and Value-Add strategies with resource efficiency improvements.

Quantifiable outcome

• Moderate risk profile with portfolios designed to be more resilient through targeted diversification using sustainable private market investments
• +2 more outcomes

Named customers5 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Ten partnerships are on record, tiered core, moderate and minor.

• Finance for Biodiversity PledgecoreOthers · 1 January 2024The Finance for Biodiversity Pledge is a commitment by financial institutions to protect and restore biodiversity through their investments. EBG became one of 177 signatories in May 2024. Signatories commit to collaborating and sharing knowledge on biodiversity topics and setting targets for biodiversity, with a goal of net positive impact by 2030.
• altii (Alternative Investments Impact Initiative)moderateOthers · 1 January 2024altii is a practitioner community for impact investing in alternative investments, particularly relevant for institutional investors in the DACH region. EBG participated in the November 2024 altii roundtable on 'Sustainability, Biodiversity and Planetary Health' in Munich, presenting case studies from its portfolio. This provides EBG access to a targeted community of DACH institutional investors interested in impact investing.
• ASIP (Swiss Pension Fund Association)moderateOthersASIP is the Swiss Pension Fund Association representing pension funds in Switzerland. EBG is listed as a member organization, supporting its credibility and visibility among Swiss institutional investors and pension fund decision-makers. ASIP membership is standard for Swiss financial institutions serving pension funds.
• BAI (Bundesverband Alternative Investments)coreOthersBAI is the German Federal Association for Alternative Investments. EBG maintains active membership and participates in BAI events including the BAI Alternative Investor Conference and BAI Workshop on Sustainable Finance & ESG (November 2024). BAI provides a platform for EBG to engage with German institutional investors and position the firm as a thought leader in sustainable alternative investments.
• FNG (Forum Nachhaltige Geldanlagen)moderateOthersFNG is the German Sustainable Finance Association and the standard-setting body for sustainability quality standards in the German-speaking market. FNG membership signals EBG's commitment to rigorous sustainability standards and provides access to the DACH institutional investor community.
• FAIRR (Farm Animal Investment Risk & Return)minorOthersFAIRR is a collaborative investor network focusing on protein supply chain risks. EBG's membership demonstrates its commitment to exclusion policies covering intensive livestock farming and aligns with the firm's broader ESG and sustainability framework.
• GIIN (Global Impact Investing Network)coreOthersGIIN is the leading global impact investing network. EBG is a member and actively contributes to the public discourse on impact investing through GIIN publications and events. This membership is central to EBG's positioning as an impact investing specialist and provides networking with the global impact investing community.
• PRI (Principles for Responsible Investment)coreOthersPRI is a UN-supported network of investors committed to incorporating ESG factors into investment decision-making. EBG's PRI membership demonstrates alignment with internationally recognized responsible investment principles and supports the firm's ESG integration framework.
• Impact Management Platform (IMP)coreOthersIMP provides the standard framework for measuring and categorizing impact. EBG integrates IMP categories into its proprietary impact database, using it alongside SDG classification for portfolio-level impact reporting. This integration is fundamental to EBG's impact methodology.
• BII (Business Impact Institute)minorOthersBusiness Impact Institute supports impact measurement and management. EBG's membership in BII and reference to its impact management framework complements the firm's proprietary impact measurement approach and SDG-aligned reporting.

Scale indicators6 records

Recent moves7 records

Expansion highlights5 records

Broad incumbents

• RobecoSAM (now Robeco): Major sustainable investment manager with deep ESG integration and impact strategies including private markets. Comparable sustainability pedigree (Swiss heritage) and institutional focus, but materially larger and broader than EBG.
• UBS Asset Management (Sustainable / Impact strategies): Global asset manager offering broad sustainable and impact investment strategies including private markets. Highly overlapping end-market (institutional pension/insurance) but operates as a large generalist versus EBG's boutique specialist positioning.

Direct peers

• Finance in Motion: Germany-based impact asset manager advising sustainable private debt and equity funds for institutional investors. Comparable in DACH-focused distribution, ESG-driven fund-of-funds and direct investment model, and institutional-only go-to-market.
• responsAbility Investments: Swiss-based impact asset manager offering private debt and equity strategies in emerging markets and sustainable sectors. Directly comparable in sustainable private market focus, institutional client base, and Swiss FINMA-regulated operating model.
• Triodos Investment Management: European sustainable investment manager offering impact-focused private and listed strategies. Closely comparable mission alignment, impact measurement rigor, and institutional mandate model with sustainability as a core return driver.
• BlueOrchard Finance: Zurich-based impact investment manager focused on sustainable private market investments for institutional investors. Highly comparable boutique profile, similar target clientele (pension funds, insurance, DFIs), and similar SFDR-aligned product set in emerging and developed markets.
• Anthos Fund & Asset Management: Dutch impact and sustainable investment manager providing private debt/equity solutions to institutional clients. Comparable boutique scale, ESG-integrated private market strategies, and pension-fund/insurer target segment.

Emerging players

• Bamboo Capital Partners: Swiss-based impact investing firm focused on emerging market private equity and SME finance. Overlapping SME-mid-market and impact thesis, but more emerging-markets concentrated than EBG.
• SUSI Partners: Swiss boutique asset manager specializing in energy transition and sustainable infrastructure private debt and equity. Overlaps with EBG's infrastructure investment strategy and institutional DACH distribution, with prior personnel connections (Natalia Eisele).
• BlueMark (a Tideline company): Specialist impact measurement and verification provider serving impact asset managers. Comparable to EBG's proprietary impact database / KPI methodology but operates as an external verification service rather than a portfolio manager.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/channel/UC6lzWuhvILNcaaU4iealpNQ
• LinkedInlinkedin.com/company/ebg-investment-solutions

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles19 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 EBG Investment Solutions