Impact Invest­ing

Com­bin­ing social and finan­cial return 

We believe that cap­i­tal is a pow­er­ful dri­ver to pro­mote social and envi­ron­men­tal inno­va­tions.

To mobi­lize cap­i­tal, we need impact invest­ments, which are invest­ments that demon­stra­bly cre­ate pos­i­tive out­comes for our soci­ety and the envi­ron­ment while also gen­er­at­ing finan­cial returns. The finan­cial returns can be either at or below a risk-adjust­ed mar­ket rate.

Impact invest­ing is suit­able for all actors who aim to not only increase their cap­i­tal but also inten­tion­al­ly reflect their own val­ues in an invest­ment portfolio.

We con­nect ideas and cap­i­tal to address the most press­ing chal­lenges of our time and there­by con­tribute to financ­ing the Unit­ed Nations’ Sus­tain­able Devel­op­ment Goals (SDGs).

What is Impact Investing?

Susanne Bre­gy is one of the pio­neers of impact invest­ing in the Ger­man-speak­ing region. In this inter­view, she answers the most impor­tant ques­tions about impact invest­ing in a sim­ple and under­stand­able way (Ger­man ver­sion only).

We help with … 

  • Devel­op­ing a strate­gic allo­ca­tion that reflects the desired risk-return-impact pro­file of the investor, such as the needs of fam­i­ly offices or foundations.
  • Iden­ti­fy­ing and eval­u­at­ing direct and indi­rect invest­ment oppor­tu­ni­ties in the pri­vate mar­kets (com­mer­cial and impact due diligence).
  • Design­ing, devel­op­ing, and imple­ment­ing inno­v­a­tive impact-ori­ent­ed financ­ing mod­els, such as social impact bonds and impact pri­vate mar­ket funds.
  • Ana­lyz­ing the impact of impact invest­ment pro­grams and indi­vid­ual invest­ments (impact mea­sure­ment & management).
  • Build­ing part­ner­ships across sec­tors and nation­al borders.
  • Con­duct­ing tax­on­o­my-aligned sus­tain­abil­i­ty consulting.

    What sets us apart:

    • We are pio­neers of impact invest­ing in Germany.
    • We com­bine impact and finance with­in our team, bring­ing com­pe­ten­cies in pri­vate equi­ty, ven­ture cap­i­tal, real assets, invest­ment bank­ing, as well as impact mea­sure­ment and man­age­ment (IMM).
    • We have strong con­nec­tions with all rel­e­vant stake­hold­ers and are found­ing mem­bers of the Bun­desini­tia­tive Impact Invest­ing (BII), mem­ber of EVPA and par­tic­i­pants The Impact Man­age­ment Project.

    What can we do for you?

    Dr. Andreas Rickert

    CEO
    +49 30 520 065 200
    andreas.rickert@phineo.org