Oekoworld

Sustainable Asset Managementoekoworld.com

Company typePublic
Founded1975
HeadquartersHilden, Germany
Headcount51–100
GTM typeB2C
OfferingServices

Oekoworld firmographics

Firmographics

Name: Oekoworld
Legal name: ÖKOWORLD AG
Website: https://oekoworld.com
Company type: Public
Founded year: 1975
Operating status: Operating
Headcount range: 51–100 employees
Ownership category
akta.pro rank

Oekoworld industry classification

Industry

Product category: Sustainable Asset Management
NAICS: Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910), Other Financial Vehicles (52599)
SIC: Investment Advice (6282), Insurance Agents, Brokers & Service (6411)
akta.pro primary industry: Sustainable/ESG Equity (Active) (FSAAAIAM)
akta.pro secondary industries: Managed Accounts & Model Portfolios (SMA/UMA) (FSAAAAAG), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI), ESG/Sustainable Investment Advisory (FSAEAAAJ)

Keywords

Sustainable investment funds
Ethical asset management
ESG investing products
Retirement planning solutions
Responsible investing services

Where Oekoworld is headquartered

Location

Headquarters

HQ city: Hilden
HQ country: Germany
HQ region: Europe

Offices1 record

Markets served

Oekoworld business model

Business model

GTM type: B2C
Offering type: Services
Cost components: Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

Fund Management Fees: Revenue from managing sustainable investment funds including ÖKOVISION CLASSIC, GROWING MARKETS 2.0, SMART PORTFOLIO 70, KLIMA, and GLOBAL TRANSITION. Commission income from capital investment brokerage was €61.2 million in 2024.
Insurance Brokerage Commission: Commissions from insurance mediation services for life and pension insurance products linked to ÖKOWORLD funds. Commission income was approximately €1.0 million in 2024.
Financial Result: Interest income and financial gains from the company's own assets, which improved to €5.2 million in 2024 due to rising interest rates.

Go-to-market motion2 records

Distribution channels2 records

Marketing channels7 records

Oekoworld product offering

Product offering

Core offering

ÖKOWORLD AG is a German sustainable asset manager that sells and manages a lineup of Article-9 classified investment funds (ÖKOVISION CLASSIC, GROWING MARKETS 2.0, SMART PORTFOLIO 70, KLIMA, GLOBAL TRANSITION) for private and institutional investors. It complements these funds with private and corporate retirement planning products and life/pension insurance solutions that integrate its own sustainable funds, earning revenue primarily from management fees and commissions.

Product overview

ÖKOWORLD is a German sustainable investment company and pioneer in responsible investing since 1975 (50 years). The company offers a unified portfolio of 100% sustainable Article-9 investment funds including ÖKOVISION CLASSIC (flagship fund), GROWING MARKETS 2.0, SMART PORTFOLIO 70 (AI-supported multi-asset fund), KLIMA, and GLOBAL TRANSITION. These funds are complemented by private and corporate retirement planning products as well as insurance products (life and pension insurance) that integrate ÖKOWORLD funds. The company emphasizes independent sustainability research, active engagement with invested companies, and full transparency. All funds carry the highest FNG-Siegel rating (3 stars) and meet the strictest EU sustainability standards.

Differentiator

Problem solved

Functional benefit

Brands

ÖKOVISION CLASSIC: Flagship sustainable investment fund of ÖKOWORLD, investing globally in companies meeting strict ecological, social, and ethical criteria
GROWING MARKETS 2.0
SMART PORTFOLIO 70
KLIMA
GLOBAL TRANSITION

Products and services

ÖKOVISION CLASSIC Flagship sustainable investment fund of ÖKOWORLD, investing globally in companies that are ecologically, socially, and ethically convincing while also being financially attractive. Recently received the best rating from Stiftung Warentest for sustainability.
GROWING MARKETS 2.0 Sustainable investment fund focusing on growing markets and emerging-markets companies that meet ecological, social, and ethical criteria.
SMART PORTFOLIO 70 Multi-asset fund with AI-supported management, offering one of two new investment ideas for a changing world; part of ÖKOWORLD's technology-driven product modernization.
KLIMA Sustainable investment fund focused on climate and environmental themes, investing in companies contributing to climate protection and environmental sustainability.
GLOBAL TRANSITION Investment fund for the global green transformation, investing in companies driving sustainability and environmental transition globally. One of two new funds launched in 2026.
Private Altersvorsorge (Private Retirement Planning) Private pension and retirement planning products allowing individuals to build wealth sustainably while contributing to environmental and social causes via ÖKOWORLD's Article-9 funds.
Betriebliche Altersvorsorge (Corporate Retirement Planning) Company retirement planning solutions enabling businesses to offer sustainable pension options to employees, integrated with ÖKOWORLD's Article-9 funds.
Versicherung (Insurance Products) Life and pension insurance products linked to ÖKOWORLD funds that protect individuals and families while supporting a sustainable future; commission income from insurance mediation was approximately €1.0 million in 2024.

Quantifiable outcome

All ÖKOWORLD funds achieved positive performance in 2024
+1 more outcomes

Companies that use Oekoworld

Customer profile

Named customers1 record

Segments2 records

Ideal customer profiles2 records

Oekoworld technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

AI capability1 record

Feature3 records

Oekoworld partnerships and signals

Strategic signal

Scale indicators7 records

Recent moves8 records

Expansion highlights5 records

Oekoworld competitors and assessment

Company assessment

Others

Ökoworld (ÖKOWORLD itself is the primary subject): Note: not used as a peer of itself. Instead, an additional comparable German sustainable asset manager is GLS Investments, the investment arm of GLS Bank focused exclusively on sustainable/ethical funds, comparable to ÖKOWORLD in philosophy and German retail distribution.

Direct peers

Pax-Bank: Pax-Bank is a German ethical-ecological bank offering sustainable investment funds and asset management. As a smaller direct peer, it shares ÖKOWORLD's exclusive sustainability focus and DACH distribution.
Bethmann Bank (ABN AMRO): Bethmann Bank is the German wealth/private banking arm of ABN AMRO focused on high-net-worth advisory and sustainable mandate portfolios. It is a direct peer in German private wealth and sustainable investing.
Triodos Investment Management: Triodos IM is a European sustainable investment manager with a long history of impact investing across equities, bonds, and multi-asset strategies. It is one of the closest direct comparables to ÖKOWORLD given its exclusive sustainability focus, European (DACH/Benelux) client base, and Article-9-aligned fund range.
Union Investment: Union Investment is one of Germany's largest asset managers with a substantial sustainable fund range distributed through German cooperative banks. It competes head-to-head with ÖKOWORLD in German retail sustainable funds and is a primary channel competitor through the Sparkassen/Genossenschaftliche Volksbanken network.
MEAG (Munich ERGO AssetManagement): MEAG is the asset manager of Munich Re Group, with significant German institutional and retail sustainable investing activity. It is a direct peer in the German sustainable fund market with overlapping distribution through insurance and advisor channels.
Robeco: Robeco is a Dutch-headquartered global asset manager with a strong sustainable investing franchise (RobecoSAM) covering equities, multi-asset, and thematic strategies. It is a direct peer in sustainable equity and active ownership, with significantly greater AUM scale but overlapping product positioning.

Broad incumbents

Amundi: Amundi is Europe's largest asset manager by AUM with a deep ESG product lineup including Article-8/9 funds. It is a broad incumbent peer with overlapping DACH and pan-European distribution and substantially larger scale.
DWS Group: DWS is the listed asset management arm of Deutsche Bank and Europe's largest publicly listed asset manager. It offers a broad sustainable fund range (Xtrackers ESG, DWS ESG) competing with ÖKOWORLD at the institutional and retail end with greater scale and platform reach, though without ÖKOWORLD's exclusive Article-9 purity.
Allianz Global Investors: AllianzGI is a large global asset manager with sustainability-themed strategies and Article-9 funds distributed across Europe. It competes with ÖKOWORLD in DACH retail sustainable mandates and institutional separate accounts.

Market position

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

Oekoworld compliance and trust

Trust signal

Compliance3 records

Oekoworld financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Oekoworld leadership team

Management profile

Number of profiles

Profiles3 records

Oekoworld subsidiaries and ownership

Company hierarchy

Subsidiaries1 record

Oekoworld funding detail

Funding detail

Funding overview

Funding rounds

Investors

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

Oekoworld M&A and investment

M&A and investment

M&A

Investments

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

Frequently asked questions about Oekoworld

What does Oekoworld do?

Is Oekoworld a public or private company?

Oekoworld is a public company. It is classified as public and is currently operating.

When was Oekoworld founded?

Oekoworld was founded in 1975. It employs 51 to 100 people.

Where is Oekoworld based?

Oekoworld is headquartered in Hilden, Germany, in the Europe region.

How does Oekoworld make money?

Three revenue lines are on record. Fund Management Fees are the primary driver. The others are insurance Brokerage Commission and financial Result.

Who are Oekoworld's main competitors?

Ökoworld (ÖKOWORLD itself is the primary subject) is listed as an others. Direct peers are Pax-Bank, Bethmann Bank (ABN AMRO), Triodos Investment Management, Union Investment, MEAG (Munich ERGO AssetManagement) and Robeco. Broad incumbents are Amundi, DWS Group and Allianz Global Investors.

Does Oekoworld have an API?

No public API is recorded for Oekoworld.

What industry is Oekoworld in?

Oekoworld's product category is Sustainable Asset Management. Its primary akta.pro industry code is FSAAAIAM, Sustainable/ESG Equity (Active), with a secondary code of FSAAAAAG, Managed Accounts & Model Portfolios (SMA/UMA). Its NAICS code is 523940 and its SIC code is 6282.