InvestInvent

What InvestInvent does

InvestInvent AG is a privately held Swiss investment boutique headquartered in Zurich that specializes in direct investments in renewable energy infrastructure and, more recently, sustainable timber real estate for qualified Swiss investors. Founded in 2002 as a pioneer in climate-friendly investments, the company operates as a regulated asset manager under Swiss (CISA/FINMA) and Luxembourg (SICAV-SIF) frameworks, and is part of the Saxovent Group. Its core offerings are two regulated investment funds: the InvestInvent Wind Energy Fund (open-end, launched 2005), which acquires and holds operational wind and solar parks across Germany, France, and Spain with a total output of approximately 280 MW across 22+ parks, and the InvestInvent Timber Real Estate Fund Switzerland (contractual fund, initial issuance Q1 2026), which targets residential and mixed-use timber-built properties in Switzerland with a 2.5–3.5% net initial yield target. Total AuM exceeds 400 million EUR across the renewable energy platform.

The company monetizes primarily through recurring fund management fees (0.2% to a 1% maximum on the Timber Fund, target TER 0.6%–0.8%) and bespoke portfolio-management mandates for banks, pension funds, family offices, and other institutional investors. Distribution is restricted to qualified investors in Switzerland pursuant to CISA Art. 10 para. 3 and 3ter, with monthly subscription/redemption windows for the Wind Fund. InvestInvent performs core services in-house — asset selection, initial evaluation, portfolio construction, and ongoing monitoring — and partners with external experts (Forvis Mazars for renewable-energy valuation, Wüest Partner for real estate valuation), institutional service providers (UBS Europe SE as custodian, NPB Neue Privat Bank AG as paying agent, First Independent Fund Services AG as Swiss representative), and fund administrators (Fiducenter S.A., PvB Pernet von Ballmoos AG).

The company is led by CEO Jussi Louekoski, with a specialized team of 11–50 employees that includes dedicated heads of acquisition and asset management for both the renewable energy and real estate verticals. Strategic positioning centers on providing illiquid, low-correlation, climate-aligned direct investments with measurable CO2 impact (>350,000 tonnes saved annually), targeting Swiss institutional and qualified HNW investors seeking ESG-compliant diversification away from public markets.

Name

InvestInvent

Legal name

InvestInvent AG

Website

https://investinvent.ch

Company type

Private

Founded year

2002

Operating status

Operating

Headcount range

11–50 employees

Short description

InvestInvent AG is a Zurich-based, FINMA-regulated Swiss investment boutique that manages direct-investment funds in renewable energy infrastructure (wind and solar, since 2005) and Swiss timber real estate (launching 2026) exclusively for qualified Swiss investors, with over 400 million EUR in assets under management.

Ownership category

akta.pro rank

Product category

Sustainable Asset Management

NAICS

Portfolio Management and Investment Advice (523940), Funds, Trusts, and Other Financial Vehicles (525), Open-End Investment Funds (525910), Other Investment Pools and Funds (5259)

SIC

Investment Advice (6282), Real Estate Investment Trusts (6798), Investors, Nec (6799)

akta.pro primary industry

Renewable Energy Infrastructure (FSAAAKAG)

akta.pro secondary industries

Asset Management & Owner’s Engineering (Lifecycle Strategy, Budgeting, Technical Due Diligence) (EUAMAGAJ), Renewables & Energy Transition Funds (Solar, Wind, Hydrogen, CCUS) (FSANAEAD), Real Estate Investment Advisory (Acquisitions/Dispositions, Capital Allocation) (BPAJANAA), ESG/Sustainable Investment Advisory (FSAEAAAJ)

Keywords

• Renewable energy investing
• Asset management
• ESG investment funds
• Wind energy fund
• Timber real estate fund

Headquarters

HQ city

Zürich

HQ country

Switzerland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Fund Management Fees: The company earns management fees from operating investment funds. For the InvestInvent Timber Real Estate Fund Switzerland, the management fee is 0.2% (maximum 1%). Target TER (Total Expense Ratio) is 0.6% – 0.8%. Additional fees may include performance fees.
2. Portfolio Management Services: The company provides tailor-made portfolio management services for large investors including banks, pension funds, family offices and other institutional investors through direct mandates. Services include selection and initial assessment of suitable plants, portfolio construction, professional monitoring, and ongoing evaluation by external experts.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

InvestInvent AG is a Swiss asset manager specializing exclusively in climate-friendly direct investments for qualified investors in Switzerland. The firm manages the InvestInvent Wind Energy Fund (operational since 2005), which invests in wind and solar parks across Germany, France, and Spain; the upcoming InvestInvent Timber Real Estate Fund Switzerland (initial issuance scheduled for Q1 2026); and tailor-made portfolio management mandates for institutional clients such as banks, pension funds, and family offices.

Product overview

InvestInvent operates as a specialized investment boutique offering a portfolio of three climate-friendly investment products. The core offerings are two regulated investment funds: the InvestInvent Wind Energy Fund (open-end, renewable energy, operational since 2005) and the InvestInvent Timber Real Estate Fund Switzerland (contractual fund launching Q1 2026, timber real estate). Both funds are complemented by a Tailor-made Solutions service for institutional investors seeking bespoke mandates. The products share a common focus on sustainable, climate-compliant investments with measurable CO2 reduction for qualified Swiss investors.

Differentiator

Problem solved

Functional benefit

Brands

• InvestInvent Wind Energy Fund: Open-end fund for qualified investors launched in 2005, investing in wind plants and solar farms in Europe (Germany, France, Spain). The fund has been generating positive returns for nearly 20 years.
• InvestInvent Timber Real Estate Fund Switzerland

Products and services

• InvestInvent Wind Energy Fund Regulated open-ended Swiss fund (sub-fund of InvestInvent SICAV-SIF) that invests directly in operating wind and solar parks across Germany, France, and Spain, targeting qualified investors in Switzerland seeking stable, low-correlation climate-friendly returns with measurable CO2 impact.
• InvestInvent Timber Real Estate Fund Switzerland Regulated Swiss fund (sub-fund of InvestInvent SICAV-SIF) that invests directly in Swiss timber real estate, targeting qualified investors in Switzerland and combining sustainable timber income with real estate value appreciation.
• Tailor-made Investment Management Solutions Bespoke portfolio management mandates for institutional clients such as banks, pension funds, and family offices, providing climate-friendly direct investments tailored to the client's investment guidelines, risk profile, and return targets.

Quantifiable outcome

• More than 350,000 tonnes of CO2 emissions saved per year
• +4 more outcomes

Named customers5 records

Segments6 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

14 partnerships are on record, tiered core and minor.

• Saxovent GroupcoreStrategic or Co-development PartnerInvestInvent is part of the Saxovent Group, enabling access to complementary expertise in areas such as timber real estate investments. This affiliation provides operational synergies and shared market access across climate-friendly investment themes.
• NS Partners Europe S.A.coreImplementation/ SI/ Consulting PartnerAlternative Investment Fund Management (AIFM) for the InvestInvent Funds SICAV-SIF. Provides regulatory fund management services under Luxembourg law.
• UBS Europe SE, Luxembourg BranchcoreOthersServes as Custodian/Depositary Bank for the InvestInvent Wind Energy Fund, safeguarding fund assets and ensuring regulatory compliance.
• Fiducenter S.A.coreImplementation/ SI/ Consulting PartnerFund Administrator providing fund and corporate services including NAV calculation and investor registry management for the InvestInvent Wind Energy Fund.
• EY Luxembourg (Ernst & Young S.A.)coreOthersExternal auditor for the InvestInvent Wind Energy Fund, providing annual audit services and TER confirmation.
• Forvis MazarsminorOthersExternal expert providing ongoing valuation services for the renewable energy facilities in the fund portfolio.
• PvB Pernet von Ballmoos AGcoreImplementation/ SI/ Consulting PartnerFund management company (Fondsleitung) for the InvestInvent Timber Real Estate Fund Switzerland, regulated by FINMA.
• Wüest Partner AGcoreOthersExternal property valuer for the InvestInvent Timber Real Estate Fund Switzerland, providing independent valuation services.
• Banque Cantonale VaudoisecoreOthersDepository bank (Depotstelle) for the InvestInvent Timber Real Estate Fund Switzerland, safeguarding fund assets.
• Deloitte AGcoreOthersAuditor (Revisionsstelle) for the InvestInvent Timber Real Estate Fund Switzerland.
• Swiss Sustainable Finance (SSF)minorOthersIndustry association membership supporting the advancement of sustainable finance in Switzerland. InvestInvent is a member promoting climate-focused investing.
• Principles for Responsible Investment (PRI)minorOthersUN-supported principles for responsible investment. InvestInvent is a signatory committed to implementing the six PRI principles for incorporating ESG issues into investment analysis and decision-making.
• First Independent Fund Services AGcoreChannel Partner/ Reseller/ DistributorSwiss Representative for the InvestInvent Wind Energy Fund, facilitating fund distribution to qualified investors in Switzerland.
• NPB Neue Privat Bank AGcoreChannel Partner/ Reseller/ DistributorSwiss Paying Agent for the InvestInvent Wind Energy Fund, processing subscription and redemption payments for Swiss investors.

Scale indicators9 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• responsAbility Investments AG: Swiss impact asset manager offering private debt and equity strategies including renewable energy exposure to institutional investors, sharing InvestInvent's Swiss-domiciled sustainable investing focus.
• Helvetica Property Investors AG: Zurich-based real estate fund manager running regulated Swiss real estate funds for institutional and qualified investors, directly comparable to InvestInvent's Timber Real Estate Fund strategy and Swiss distribution model.
• BlueOrchard Finance Ltd: Zurich-headquartered impact investment manager running sustainable infrastructure and climate-focused funds for institutional investors, with overlapping Swiss institutional LP base and climate mandate.
• Encavis Asset Management (formerly CHORUS Clean Energy): German asset manager running wind and solar infrastructure funds for institutional and retail investors across Europe, a direct comparable in operating renewable energy investment vehicles.
• Aquila Capital Holding GmbH: Hamburg-based renewable energy asset manager with regulated funds investing in European wind and solar infrastructure, comparable in strategy and underlying asset class to InvestInvent's Wind Energy Fund.
• KGAL Investment Management GmbH & Co. KG: European asset manager running regulated infrastructure and renewable energy funds, similar to InvestInvent's renewable energy infrastructure investment focus.
• SUSI Partners AG: SUSI Partners is a Swiss investment manager specializing in renewable energy infrastructure funds for institutional investors across Europe, closely mirroring InvestInvent's wind/solar infrastructure focus and Swiss distribution model.
• Reichmuth & Co Investment Managers: Lucerne-based Swiss boutique asset manager offering infrastructure, real estate, and sustainable investment solutions to qualified and institutional investors, with overlapping Swiss boutique positioning.

Broad incumbents

• Pictet Asset Management: Swiss asset manager with dedicated clean energy and timber strategies within a much broader product range, competing for the same Swiss institutional ESG allocation budgets.
• Swisscanto Invest by Zürcher Kantonalbank: Large Swiss asset manager with sustainable and real-asset fund offerings; broader portfolio scale but overlapping Swiss institutional LP base and sustainability mandate.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/bambergdaniela
• LinkedInlinkedin.com/company/investinvent-ag

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 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 InvestInvent