Perspektive Asset Management AG

Perspektive Asset Management AG is a German boutique asset manager founded in 2014 that runs three value-oriented, ESG-integrated equity funds for institutional investors and high-net-worth individuals, earning revenue from management fees on assets under management.

Company typePrivate
Founded-
Headquarters—
Headcount1–10
GTM typeB2B
OfferingServices

What Perspektive Asset Management AG does

Perspektive Asset Management AG is a German boutique asset management firm headquartered in Unterföhring, Bayern, founded in 2014. It operates three equity funds: the Perspektive Global Equity Fonds, the Perspektive Small- & MidCap Opportunity Fonds, and the MK Klimazielfonds – Investment for Future. The firm applies a value-oriented investment approach that integrates ESG criteria into fundamental research, targeting institutional investors and high-net-worth individuals as its customer segments.

The firm's investment process is built on fundamental equity research combined with ESG integration, delivered through a small team of five employees. Its product range spans global equities, European small- and mid-cap equities, and a climate-focused equity strategy, allowing it to serve distinct allocation preferences within its target client base. The firm maintains a content marketing presence across LinkedIn, Instagram, Facebook, and a newsletter/blog to support its sales-led go-to-market motion.

Revenue is generated exclusively through management fees charged on assets under management in its three funds. There is no disclosed revenue, AUM, or funding history, and the firm operates as a privately held entity with no public ticker. The company has previously operated under the corporate form Perspektive Asset Management AG and is currently registered as Perspektive Asset Management GmbH.

Perspektive Asset Management AG firmographics

Firmographics

Name: Perspektive Asset Management AG
Legal name: Perspektive Asset Management GmbH
Website: https://perspektive-ag.com
Company type: Private
Operating status: Operating
Headcount range: 1–10 employees
Short description: Perspektive Asset Management AG is a German boutique asset manager founded in 2014 that runs three value-oriented, ESG-integrated equity funds for institutional investors and high-net-worth individuals, earning revenue from management fees on assets under management.
Ownership category
akta.pro rank

Perspektive Asset Management AG industry classification

Industry

Product category: Asset Management
NAICS: Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Open-End Investment Funds (525910)
SIC: Investment Advice (6282)
akta.pro primary industry: Sustainable/ESG Equity (Active) (FSAAAIAM)
akta.pro secondary industries: ESG/Sustainable Investment Advisory (FSAEAAAJ), Values-Based/ESG & Impact-Focused RIAs (FSAAACAK)

Keywords

Asset management services
Sustainable equity investing
Value-oriented fund management
ESG-integrated investing
Active equity funds

Perspektive Asset Management AG business model

Business model

GTM type: B2B
Offering type: Services
Cost components: Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

Investment Fund Management: The firm generates revenue through management fees charged on assets under management in their investment funds. They manage three funds: Perspektive Global Equity Fonds, Perspektive Small- & MidCap Opportunity Fonds, and MK Klimazielfonds – Investment for Future. Revenue is generated through a percentage-based fee on assets under management, which is typical for asset management firms.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Perspektive Asset Management AG product offering

Product offering

Core offering

Perspektive Asset Management AG is a value-oriented, sustainability-focused asset management firm that manages three actively managed equity investment funds. The firm invests in sustainable quality companies identified through a fundamental research process combined with ESG analysis, targeting long-term risk-adjusted outperformance for institutional investors and high-net-worth individuals. Revenue is generated through management fees on assets under management.

Product overview

Perspektive Asset Management AG is a value-oriented investment management firm that operates three distinct funds as a unified product portfolio. The company follows a fundamental research process with a value-investing mindset, allocating capital to sustainable quality companies. The three funds include the Perspektive Global Equity Fonds (broad global equity exposure), the Perspektive Small- & MidCap Opportunity Fonds (targeting small- and mid-cap undervalued opportunities), and the MK Klimazielfonds (climate-focused sustainable investment). All funds are grounded in ESG research integrated with fundamental company analysis, emphasizing long-term ownership mentality and transparency with investors.

Differentiator

Problem solved

Functional benefit

Products and services

Perspektive Global Equity Fonds

Companies that use Perspektive Asset Management AG

Customer profile

Segments2 records

Ideal customer profiles2 records

Perspektive Asset Management AG technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Perspektive Asset Management AG partnerships and signals

Strategic signal

Recent moves4 records

Expansion highlights3 records

Perspektive Asset Management AG competitors and assessment

Company assessment

Direct peers

DJE Kapital AG: German independent asset manager with fundamental, value-tilted equity funds and ESG-integrated strategies. Comparable as a mid-sized German AM peer competing for the same institutional and advisor shelf space.
Triodos Investment Management: European impact and sustainable investment manager running listed equity and multi-asset funds with strict ESG criteria. Comparable niche competitor in fundamental, values-driven sustainable equity investing.
Ökoworld ÖkoVision: German sustainable/ESG equity asset manager running multiple thematic and broad sustainable funds. Directly comparable boutique competitor focused on responsible equity investing with strong European distribution.
Acatis Investment: German value-oriented asset manager running equity and multi-asset funds for institutional and retail investors. Closely comparable in philosophy (value, fundamental, long-term) and German boutique scale.
Flossbach von Storch: German independent boutique asset manager with a quality/value-oriented equity and multi-asset fund range. Comparable as a privately held, founder-led German AM firm pursuing long-term fundamental investing.

Regional players

GLS Bank / GLS Investments: German sustainable bank with affiliated investment funds focused on ESG and impact themes. Regional peer in the German-speaking sustainable-investment market with overlapping ethical-equity offerings.

Broad incumbents

Allianz Global Investors: Large global asset manager with deep German roots offering ESG-integrated equity strategies. Comparable as a broad incumbent competing for sustainable equity mandates and advisor distribution.
Robeco: Dutch-based global asset manager with a strong sustainable/ESG equity franchise and institutional focus. Comparable in integrating fundamental research with ESG analysis for institutional clients.
Union Investment: One of Germany's largest asset managers with broad equity, multi-asset, and ESG fund ranges. Larger incumbent offering overlapping sustainable equity products through the same advisor and institutional channels.

Others

DWS Group:

Market position

Strengths3 records

Weaknesses5 records

Competitive moat2 records

Key risks5 records

Key highlights6 records

Customer concentration

Perspektive Asset Management AG financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Perspektive Asset Management AG leadership team

Management profile

Number of profiles

Perspektive Asset Management AG funding detail

Funding detail

Funding overview

Funding rounds

Investors

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

Perspektive Asset Management AG 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 Perspektive Asset Management AG

What does Perspektive Asset Management AG do?

Is Perspektive Asset Management AG a public or private company?

Perspektive Asset Management AG is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Perspektive Asset Management AG founded?

Perspektive Asset Management AG was founded in -1. It employs 1 to 10 people.

How does Perspektive Asset Management AG make money?

One revenue line is on record: investment Fund Management.

Who are Perspektive Asset Management AG's main competitors?

Direct peers on record are DJE Kapital AG, Triodos Investment Management, Ökoworld ÖkoVision, Acatis Investment and Flossbach von Storch. GLS Bank / GLS Investments is listed as a regional player. Broad incumbents are Allianz Global Investors, Robeco and Union Investment. DWS Group is listed as an others.

Does Perspektive Asset Management AG have an API?

No public API is recorded for Perspektive Asset Management AG.

What industry is Perspektive Asset Management AG in?

Perspektive Asset Management AG's product category is Asset Management. Its primary akta.pro industry code is FSAAAIAM, Sustainable/ESG Equity (Active), with a secondary code of FSAEAAAJ, ESG/Sustainable Investment Advisory. Its NAICS code is 523940 and its SIC code is 6282.