We improve portfolio quality
Global Access
Private market investments are attractive, but at the same time complex. We provide comprehensive global perspective and access to the best sustainable fund managers and investments around the world – even those that are off the typical radar screen.
Customized portfolio
We advise our institutional investment clients as independent partners and do not sell products. For long-term investors, we develop and implement tailor-made and accessible solutions.
Secure Investments
We design moderate risk profile investments that benefit from a comprehensive approach to risk management including carefully evaluated strategic risks, not last in connection with the unavoidable transition towards environmental and social sustainability. An integral part of our approach is thorough, multi-stage and on-site due diligence. This enables us to reduce liability and reputational risks in addition to direct investment risks.
Efficient Processes
We add value by enabling our clients to rapidly access the private market, including the SME segment around the world, without having to build their own capacity and incur associated fix cost. Over the years, we have learned how to work with each client in a carefully coordinated manner that minimizes their time commitment while maintaining full transparency.
Global Access
The private market has grown enormously in importance in recent years, represents a large share of the economy around the world and holds many exciting investment opportunities. Investors can generate substantial returns by creating value for privately held companies that prefer accessing capital in the private market rather than higher cost and more burdensome public markets. SMEs offer investors particularly attractive exposure to growing and diversifying opportunities that cannot be found in the public markets.
However, institutional investors may find it challenging to access high-quality private market investment opportunities, particularly those within the SME segment. It is demanding and can require substantial human and financial resources to source private market managers and to evaluate the sustainability quality and the financial value and societal impact they create.
Our clients benefit from the breadth and depth of perspective on an increasingly complex and dynamic market and unique access to high-quality managers. We are able to identify and tap investment opportunities that others are not aware of because our specialists have focused on sourcing and due diligence of private market sustainable investments around the world for many years. EBG is well networked globally and well established regionally. We have spent decades getting to know these markets and building relationships.
Customized Portfolio
For EBG, sustainable alternative investments are a holistic investment style with high-quality standards, not a trend. From the very beginning of our business activities in 2008, we have been convinced that profitable growth and future success are largely based on forward-looking strategy and responsible management. For this reason, the far-reaching integration of key sustainability/ESG factors has long been a matter of course for us.
At the same time, we believe that developing and implementing optimal investment solutions must be highly client-specific to meet their unique needs and preferences. This is why we work exclusively on the buy side as a partner to our clients and develop customized investment solutions that can be smoothly integrated into an existing portfolio or complement it in a targeted manner. Similarly, we also individually adapt our processes, interfaces and formats to the needs of each of our clients. Our approach has nothing to do with sacrificing returns; to the contrary, we believe it enhances returns. It is also deeply authentic, which differentiates us.
Secure Investments
At the heart of our comprehensive risk management is the quality of the fund manager’s investment team and business model, as well as the careful diversification of the client’s alternative investment portfolio, which also includes prospective strategic opportunities and risks. We comprehensively examine the former as part of the manager selection process by means of rigorous and deep, multi-stage due diligence. It is important for us to spend time with numerous members of the investment team in dedicated and challenging on-site interviews – even after a commitment has been made. Our experience shows that targeted diversification through sustainable private market investments can make a client’s overall portfolio more resilient and lower risk. Overall, our investment solutions have a moderate risk profile.
Although private market investments are sometimes assumed to be opaque, EBG creates transparency for clients – from sourcing to monitoring, down to the level of the individual asset within each fund. All our investment processes are documented in detail and accessible to investors, which also reduces liability and reputational risks. Individualized quarterly reporting provides deep insight into the development of the portfolio and its investments over the entire term.
Efficient Processes
A solution tailored to each client’s needs enables them to avoid building up additional capital-intensive and often rigid capacity. We also facilitate more rapid and effective implementation by leveraging our many years of global sustainable investment and in-depth ESG integration experience. The market has shifted from being a sellers’ market more recently, driven by increasing demand, where we provided access to exclusive private market investments despite material competition, to a buyers’ market characterized by disruption. In all parts of the cycle, our insight, coupled with efficient processes, are crucial to opening up and evaluating attractive opportunities.
We conduct all the activities connected to the investment process, including in-depth due diligence, ongoing monitoring and quarterly reporting, as well as periodic administrative and regulatory tasks that may arise. Flexible asset pooling of several clients allows us to achieve synergies and reduce costs. Our distinctive client-centric philosophy and approach to comprehensively integrate sustainability as a value driver differentiate us from large financial institutions and investment generalists.