We are EBG Investment Solutions Ltd, “EBG” for short. Since 2008, we have exclusively developed and managed private market portfolios with a focus on sustainability as a driver of return, comprehensive ESG integration and impact.
what we do
global access
costumized portfolios
secure investments
efficient processes
about us
We are EBG Investment Solutions Ltd, “EBG” for short. We offer professional investors such as pension funds, insurance companies, benefit plans, faith-based institutions, foundations and family offices global access to the highest-qualified specialist investment managers.
We aim to meaningfully diversify our clients’ portfolios with sustainable alternative investments that generate solid market returns while making them more resilient.
Careful and comprehensive due diligence is our key for unlocking value – it is the core of effective risk management and for actively tapping additional sources of return. As independent advisors and asset managers, we find interesting investment opportunities especially within the SME (small and medium-sized enterprise) segment.
EBG is authorised and prudentially supervised by the Swiss Financial Market Supervisory Authority FINMA.
about us
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.
Unsere Spezialisten verfügen über langjährige Erfahrung im Sourcing und in der Prüfung von nachhaltigen Anlagen im Privatmarkt. EBG ist weltweit gut vernetzt und auch regional bestens verankert. Dadurch schaffen wir für unsere Kunden Transparenz und Übersicht in einem immer komplexer werdenden, dynamischen Markt. So lassen sich Investment-Opportunitäten identifizieren und erschliessen, die vielen Investmentberatern und Anlegern nicht bekannt sind.
about us
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.
about us
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.
about us
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.
