Ethius Invest

What Ethius Invest does

Ethius Invest Schweiz GmbH is a Swiss independent asset manager and fund initiator headquartered in Luzern with an additional office in Zürich, operating at a headcount of 1–10 employees. The firm is organized around a three-pillar model: Capital Allocation (sustainable investment funds), Engagement (active shareholder dialogue), and Direct Impact (donation of 15% of management fees to the Ethius Foundation via the Arco Foundation). Its core product suite consists of two funds — the Ethius Global Impact equity fund launched in March 2021 and the CSR Bond Focus SDG bond fund launched in October 2020 — both built on the proprietary Global Challenges Index (GCX), a sustainability methodology that has screened approximately 6,000 companies down to 50 constituents since its inception in 2007.

The firm's underlying technology comprises the GCX ranking methodology, the proprietary Shareholder Engagement Framework, and the Ethius Factbook, a proprietary ESG data compilation. The Ethius Global Impact fund is co-managed by LeanVal Asset Management, while the CSR Bond Focus SDG fund is co-managed with CSR Beratungsgesellschaft and serviced through Universal-Investment as a platform; the bond fund was converted to OGAW (UCITS) status in August 2024 to broaden distribution. Revenue is generated through management fees on the two funds and wealth advisory services to high-net-worth individuals and sustainability-oriented institutional and intermediary clients across the DACH region. A planned merger of LeanVal Asset Management with CSR Beratungsgesellschaft, effective July 2026, will transfer fund management of both products to LeanVal, reshaping the operating structure of the firm.

Name

Ethius Invest

Legal name

Ethius Invest Schweiz GmbH

Website

https://ethius-invest.ch

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

1–10 employees

Short description

Ethius Invest Schweiz GmbH is an independent Swiss asset manager and fund initiator (Luzern/Zürich) that launches and co-manages sustainable investment funds built on its proprietary Global Challenges Index (GCX), serving high-net-worth individuals and sustainability-oriented intermediaries in the DACH region.

Ownership category

akta.pro rank

Product category

Sustainable Asset Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

ESG/Sustainable Investment Advisory (FSAEAAAJ)

akta.pro secondary industry

Investment Management Advisory (RIA) (FSAEAAAB)

Keywords

• Sustainable asset management
• Ethical investment funds
• ESG wealth advisory
• Impact investing
• Sustainable fund initiation

Headquarters

HQ city

Luzern

HQ country

Switzerland

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Fund Management Fees: Management fees from the Ethius Global Impact public fund and CSR Bond Focus SDG bond fund. 15% of management fees are donated to the Ethius Foundation for charitable projects.
2. Wealth Advisory Services: Advisory and consulting services for selected private individuals on wealth management matters with focus on equity and bond markets.

Go-to-market motion1 record

Distribution channels4 records

Marketing channels4 records

Core offering

Ethius Invest is an independent Swiss asset manager and fund initiator that creates, manages, and distributes sustainable investment funds built around a proprietary sustainability methodology (the Global Challenges Index). It sells the Ethius Global Impact equity fund and the CSR Bond Focus SDG bond fund, both classified as Article-9 under EU SFDR, and offers personalized wealth advisory services to selected private individuals. Fifteen percent of fund management fees are donated to charitable projects via the Ethius Foundation at Arco Foundation.

Product overview

Ethius Invest offers a coordinated portfolio of sustainable investment products centered around two main funds - the Ethius Global Impact equity fund (launched March 2021) investing in companies of the proprietary Global Challenges Index, and the CSR Bond Focus SDG bond fund (launched October 2020) focused on UN Sustainable Development Goals. These two products can be flexibly combined in a Balanced-Impact Mandate to suit individual investment horizons and risk profiles. The offerings are built around the company's consistent sustainability approach and are classified as Article-9 funds under EU SFDR regulation.

Differentiator

Problem solved

Functional benefit

Brands

• Ethius Global Impact: Equity fund launched March 2021, based on Global Challenges Index methodology, classified as Article-9 fund under EU SFDR
• CSR Bond Focus SDG
• Global Challenges Index (GCX)

Products and services

• Ethius Global Impact Public equity fund launched in March 2021 that invests worldwide in publicly listed companies of the Global Challenges Index (GCX), focusing on seven global challenges including climate change, water supply, deforestation, biodiversity, demographics, poverty, and governance. Classified as Article-9 under EU SFDR.
• CSR Bond Focus SDG Bond fund investing in bonds that positively impact the 17 UN Sustainable Development Goals, verified by ESG rating agency EthiFinance. Broadly diversified across companies from core Europe, particularly Germany, with approximately 30 issuers in the portfolio. Reclassified as an OGAW investment fund under EU directives from August 5, 2024.
• Balanced-Impact Mandate A flexible combination of the Ethius Global Impact equity fund and CSR Bond Focus SDG bond fund, allowing individual preferences regarding investment horizon and risk profile to be implemented with a consistent high-quality sustainability approach.
• Wealth Advisory Services Personalized advisory and consulting services for selected private individuals on wealth management matters, with a focus on equity and bond markets and a sustainability-oriented investment philosophy.
• Global Challenges Index (GCX) Proprietary sustainability index comprising 50 international stocks of particularly sustainability-oriented companies, established in 2007, covering seven future-relevant fields of action aligned with the UN Sustainable Development Goals. Forms the foundation of the Ethius Global Impact equity fund.

Quantifiable outcome

• 8.08% annualized return since 2007 (17 years)
• +2 more outcomes

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Seven partnerships are on record, tiered core and minor.

• Shareholders for Change (SfC)coreStrategic or Co-development Partner · 20 October 2021Pan-European investor network for shareholder engagement. Ethius Invest joined as active member and honorary board member, participating in collective engagement activities with portfolio companies and contributing to annual engagement reports.
• LeanVal Asset Management AGcoreStrategic or Co-development PartnerLeanVal Asset Management AG serves as cooperation partner offering fund products alongside Ethius Invest. From July 1, 2026, LeanVal and CSR Beratungsgesellschaft mbH combined operations, with five CSR employees joining LVAM and taking over portfolio management of Ethius Invest funds.
• Universal-InvestmentcoreChannel Partner/ Reseller/ DistributorFund platform partner providing fund administration and distribution services for Ethius Invest funds in German markets.
• MonegaminorChannel Partner/ Reseller/ DistributorFund distribution platform partner for Ethius Invest funds.
• Sparkasse Köln-BonnminorChannel Partner/ Reseller/ DistributorCustodian bank (Verwahrstelle) for fund assets in German market.
• ABN AMROminorChannel Partner/ Reseller/ DistributorCustodian bank (Verwahrstelle) for fund assets.
• Arco FoundationcoreStrategic or Co-development PartnerArco Foundation provides the foundation umbrella for the Ethius Foundation, which executes charitable projects funded by 15% of Ethius Global Impact management fees across six impact areas: drinking water, population development, deforestation, climate change, poverty, and biodiversity.

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Market position

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/ethius-invest

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 Ethius Invest