• Focus on high-yield, sustainable multi-asset funds and renewable energy investments
• AI-supported EB ESG score enables forward-looking assessment of the sustainability of companies
• Entry into new technologies in the real assets sector

The asset manager, which specializes in sustainable investments, will strategically realign itself in future and focus on its high-yield, sustainable and actively managed multi-asset funds in the area of liquid investment strategies. This is where EB-SIM’s track record sets it apart from the competition.

Michael Hepers, Managing Director and Chief Customer Officer, says: “Through our strategic realignment, we want to strengthen our product quality and continue to grow. With our extensive expertise in the areas of sustainable multi-asset funds and investments in renewable energies, we can offer private and institutional investors the best possible financial added value over the long term. In future, EB-SIM will also offer individual components (the equity and bond strategies) of its high-performance multi-asset concept as individual funds. Investors can also combine these themselves as desired”

Chief Investment Officer, Sebastian Kösters, adds: “The use of AI-supported methods to identify sustainability risks combines our value foundation with financial added value for investors. In this way, we integrate sustainability aspects into the portfolios without having to forego a broadly diversified investment universe for our multi-asset solutions.”

EB-SIM’s flagship fund, EB-Sustainable Multi Asset Invest (EB-SMAI), has been one of the best-performing multi-asset products on the market for years[1] with a particularly balanced risk/return profile. The more flexible variant, EB-Sustainable Opportunities Fund, is based on the proven multi-asset allocation model of EB-SMAI, but does not have an upper limit for equities. This is intended to enable higher performance contributions and distributions in the long term.

As part of its focus, EB-SIM will discontinue a number of smaller investment products that no longer fit the strategy. For example, the asset manager already closed the EB-Sustainable Short Duration Fund last year.

Sustainability that pays off financially for investors

Sustainability is and remains a central component of EB-SIM’s brand and corporate strategy. It consistently adheres to its exclusion criteria. The asset manager is also integrating its new, AI-supported EB ESG Score into the investment process. This innovative tool enables a forward-looking assessment of the sustainability of existing and target companies.

EB-SIM has developed the EB ESG Score to compensate for the weaknesses of established sustainability ratings. To this end, it combines the comprehensive, fundamental sustainability assessment of traditional ESG ratings with a news-based sustainability indicator. EB-SIM calculations show that investors with sustainable portfolios are systematically exposed to lower risks.[2] The EB ESG Score can therefore help to ensure that sustainability pays off financially for investors.

Further growth and new funds in the Real Assets segment

EB-SIM also intends to continue its growth trajectory in the area of illiquid investments (real assets) under the leadership of Managing Director Dr. Bernhard Graeber. Here, funds advised by the asset manager invest in renewable energy plants and infrastructure projects that drive forward the energy transition. EB-SIM currently manages investments in more than 50 projects in Germany and seven other European countries.

With the Quadoro Renewable Energies Europe (QEEE), EB-SIM now also enables private investors to invest indirectly in technology for the generation of renewable energies and the energy transition. In addition, EB-SIM also offers a pure infrastructure debt product for institutional investors, the EB Clean Energy Debt Fund, which achieves an attractive risk/return ratio by financing energy transition projects.

EB-SIM will continue to expand its investment strategies in the Real Assets segment by entering into new technologies. In addition to wind energy, hydropower and photovoltaics, other energy transition topics such as the heating transition are increasingly coming into focus. The asset manager has already made three investments in sustainable heating networks in 2024.

[1] See peer group analysis at absolute I research

[2] For the general relationship between sustainability and financial risks, see: ESG criteria and the credit risk of corporate bond portfolios | Journal of Asset Management
The basis for calculating the EB ESG Score was 6,000 companies in the period from 2014 to 2023.

Important notes:

The contents of this press release have been prepared and issued by EB-Sustainable Investment Management GmbH to the best of its judgment. The contents of this advertising material are intended exclusively for clients domiciled in the Federal Republic of Germany. The author’s own representations and explanations are based on the author’s assessment at the time of their preparation, also with regard to the current legal and tax situation, which may change at any time without prior notice.

This document contains exclusively promotional statements and product information regarding individual financial instruments, investment services and other investment opportunities and is therefore not an investment strategy recommendation within the meaning of Section 85 WpHG. This does not change even if it is used or passed on unchanged. Information on the performance of financial instruments and investment services is based on past performance. This does not constitute a statement about future performance. Performance and value fluctuations in the future may be higher or lower. For detailed product-specific information and information on the opportunities and risks of the products/services mentioned here, please refer to the current sales prospectuses, the contractual terms and conditions, the key investor information and the annual and semi-annual reports, which you can obtain free of charge in German from EB-SIM. These documents form the sole binding basis for the purchase.