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Insights

47

Transition Fonds: Neue Impulse durch SFDR 2.0?

Der Fokus wird sich auf Transition Fonds verschieben. Eine genaue Analyse der neuen Art. 7 Fonds wird wichtig. Neue Marketing Welle durch Transition Fonds?

Published on 2026-04-27 by investESG
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EU-Regulierung – was gibt’s Neues?

Ophelie Mortier, Chief Sustainable Investment Officer von DPAM, gibt einen Überblick über geplante Änderungen in der EU-Nachhaltigkeitsregulierung – und was diese für Anleger und Anbieter bedeuten.

Published on 2026-04-13 by DPAM
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Join a focused session on Responsible Investment and Defence from a European perspective. Online - 25 March 2026.

This session brings together leading voices to address these issues and introduces GRID - a new initiative focused on guidance for responsible investment in defence.

Published on 2026-03-18 by GAA
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From Exclusion to Engagement: A Stewardship Lens on Europe’s Evolving Defence Investments

For years, ESG frameworks rewarded investors who avoided arms manufacturers. The logic was simple: fewer weapons mean fewer wars. Yet Ukraine challenged that assumption.

Published on 2026-03-04 by GAA
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Reports

24

POSITIONS ON ENVIRONMENTAL, SOCIAL, AND GOVERNANCE INTEGRATION

CFA Institute consistently monitors key debates and evolving issues concerning the role and application of environmental, social, and governance (ESG) information in the investment management process.

Organisations

23

Anthos Fund & Asset Management

We are Anthos Fund & Asset Management (Anthos), established almost 100 years ago. It is our mission to provide comprehensive values-based asset management and investment advisory services to select, like-minded clients, implemented across various asset classes.

Eurosif

Eurosif works as a partnership of Europe-based national Sustainable Investment Fora (SIFs) with the direct support of their network which spans over 400 Europe-based organisations drawn from the sustainable investment industry value chain.

GAA

Founded in 2025, Global Advisory Alliance is the first global alliance for boutique firms and senior independent professionals serving the governance, stewardship, sustainability, and digital transformation agenda. Founding members across five continents. A trusted advisory resource for boards, executives, and investors. Independent Expertise - Collective Reach.

investRFP.com – Asset Manager & Fund Selection

investRFP is a leading digital platform used by asset owners, asset managers, and consultants to support RFPs, RFIs, and due diligence processes. The platform helps teams stay informed, collaborate efficiently, and make data-driven decisions. Key benefits include: ▪ Timely Alerts ▪ Efficient Collaboration ▪ Advanced Analytics ▪ Transparent Workflow Discover how investRFP.com keeps your team informed and in control throughout the selection process.

EFFAS

EFFAS’ mission is to lead investment professionals in the development of their profession aligned with the EFFAS Code of Conduct so they have a positive social impact.

DPAM

As part of the Indosuez Wealth Management Group, DPAM provides active, sustainable asset management services, driven by in-house research. DPAM’s conviction-based investment decision processes integrate fundamental financial and ESG analysis. DPAM advances to thrive, aiming for long-term outperformance and growth that benefits investors and society. With a dedicated team of +200 highly skilled professionals, DPAM manages public investment funds, as well as discretionary mandates, on behalf of institutional and professional clients, financial intermediaries and distributors, for a total of € 51.9 billion, as of end March 2026.

MEAG

MEAG is the asset manager of Munich Re and ERGO. MEAG is part of Munich Re Group, the upper-most parent of which is Münchener Rückversicherungs-Gesellschaft Aktiengesellschaft in Munich. MEAG has more than 100 investment professionals and assets of €368 bn (as at 30 September 2025 including MEAG AMG and MEAG KAG, of which € 63 bn is attributable to third-party investors) making MEAG a key player in the financial sector in Germany and abroad. Today, the organization manages all major asset classes included fixed income, equities and real estate as well as investments in forestry, renewable energies and infrastructure.

Gutmann

Gutmann ist ein unabhängiges Familienunternehmen - seit 1922, mit Blick nach vorn. Als Marktführer in Österreich sind wir spezialisiert auf Vermögensverwaltung und Anlageberatung, ab einem Veranlagungsvolumen von 500.000 Euro. Unsere Lösungen sind persönlich, langfristig und durchdacht - für Menschen, die jetzt Verantwortung übernehmen wollen. Denn: Zeit für eine gute Privatbank ist nicht irgendwann. Sondern jetzt. Unsere eigene Kapitalanlagegesellschaft entwickelt Fonds, die genauso individuell sind wie unsere Beratung: von Publikumsfonds bis hin zu Spezialfonds.

Arete Ethik

Wir sind eine partnergeführte Investment-Boutique mit langfristigem Fokus auf ethische Anlagen und generationenübergreifenden Wohlstand. Seit über 30 Jahren sichern wir mit einem wissenschaftlich abgestützten Ethik-Komitee Zukunftsfähigkeit und Wertekonformität. Unser aktiver, systematischer Investmentansatz kombiniert quantitative Bewertungsmodelle mit ethischen Analysen. Wir nutzen Preis-Wert-Asymmetrien und Sektorrotationen zur Chancen- und Risikosteuerung. Erfahrene Portfoliomanager, flache Hierarchien und interdisziplinäre Expertise ermöglichen flexible, kundenorientierte Lösungen.

ASN Impact Investors

ASN Impact Investors is a leading impact asset manager specialized in sustainable and impact investing. The company has been a frontrunner in the sustainable investing industry since its inception in 1993. The corporate mission is to support the creation of a sustainable, fair society through its investments. ASN Impact Investors invests exclusively in financially sound companies, governments, green bonds, microfinance institutions, funds and projects that contribute to a fair and sustainable society. Our product offering comprises listed equity (global and thematic), fixed income and renewable energy infra structure equity en debt.

Border to Coast Pensions Partnership

Border to Coast Pensions Partnership is one of the largest pension pools in the UK. We were founded to manage the investments of like-minded Local Government Pension Funds, our Partner Funds, which collectively have c.£64bn of assets (as at 31 March 2024).

British Columbia Investment Management Corporation

British Columbia Investment Management Corporation (BCI) began operations under the Public Sector Pension Plans Act in 2000 to provide investment services to British Columbia’s public sector. We generate the investment returns to help our institutional clients build a financially secure future.

BVI Bundesverband Investment und Asset Management e.V.

COMPETENCE CENTRE FOR THE GERMAN INVESTMENT FUND INDUSTRY - Proactively networking with stakeholders all over the world

Carmignac Gestion

At Carmignac, our purpose is to empower investors to achieve long-term value while driving positive change. As an independent, conviction-driven asset manager, we believe that responsible capital allocation is essential to building sustainable growth. Through the systematic integration of ESG factors via our proprietary START system, we aim to generate lasting returns for our clients and contribute to a more sustainable economy and society.

ACT

City Hive is a think tank and advocacy group. We are an independent organisation on a mission to democratise access to investing and investments.

e-fundresearch.com AG

Unabhängiger Informationsanbieter zu Investmentfonds - Fachkonferenzen, Webinare und Interviews zum Thema Fondsselektion und institutionelle Kapitalanlage.

ESGAS

ESG Advisory Services is a futuristic, client-centric, technology and data driven sustainability and legal advisory firm. We provide bespoke legal, ESG, sustainable investing and carbon advisory. With our own proprietary tool E.A.R.T.H (ESG, Analytics, Reporting, Telemetrics Hub), we provide cutting-edge, data-driven sustainability and legal solutions, helping businesses integrate ESG principles to foster responsible growth and align with global standards and to also meet their compliance and reporting (Global standards and Indian BRSR) requirements.

ZEPCON

Nachhaltige Geldanlage - einfach, verständlich und transparent.

Sustainable Finance Cluster e. V.

Das Sustainable Finance Cluster ist 2018 aus einem Zusammenschluss der Accelerating Sustainable Finance Initiative der Deutschen Börse und des Green Finance Clusters Frankfurt des Hessischen Wirtschaftsministeriums entstanden. Damit erfolgte eine Bündelung der Aktivitäten im Feld Sustainable Finance, um eine effizientere Nutzung der Finanzmarktexpertise im Bereich Nachhaltigkeit zu erreichen. Ziel ist vor allem die Formulierung und Umsetzung konkreter Handlungsansätze für die Zukunftsfähigkeit nationaler und internationaler Finanzmärkte.

Valida Vorsorge Management

Die Valida Vorsorge Management ist das Kompetenzzentrum für betriebliche Vorsorge des Raiffeisen Sektors. Mit den Kernaktionären Raiffeisen Bank International AG und UNIQA Insurance Group AG verfügt Sie über eine solide Eigentümerstruktur. Die Unternehmensgruppe ist in den Geschäftsfeldern „Pensionskasse“, „Betriebliche Vorsorgekasse – Abfertigung Neu“ sowie „Beratung für betriebliche Vorsorge“ tätig. Mit rund 3,03 Millionen Kunden und einem verwalteten Vermögen von rund EUR 11,44 Mrd. (Jahresultimo 2023) nimmt die Valida Gruppe eine führende Marktposition ein.

VBV Betriebliche Altersvorsorge

Die VBV - Betriebliche Altersvorsorge AG ist die Holding der VBV-Gruppe. Ihre Hauptaufgabe besteht in der strategischen Steuerung der Unternehmensgruppe. Eine zentrale Aufgabe für die Gesellschaft ist ebenso die Mitgestaltung des Marktes der Altersvorsorge in Österreich.