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Values & Guidance

Institutional investor

Vienna · 5 people tracked

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Investment thesis

Values & Guidance manages and grows client wealth while applying strict sustainability criteria that account for climate risk. Drawing on decades of financial-market experience, the firm builds funds designed to deliver returns in harmony with nature, using a proprietary system to assess climate risks, strict exclusion criteria, and an internal risk model for continuous process review. It emphasizes long-term wealth preservation, transparent and trust-based client relationships, and tailored solutions. The firm collaborates with scientific and environmental institutions and highlights its award-winning Sustainable Alpha fund as evidence that sustainable returns are achievable.

Source: firm website, verified Aug 3, 2026.

HQ
Vienna, AT
Instruments
Equity
Founded
2008

Team · 5 people

from the firm's website
Teresa Rauscher· Assistenz Geschäftsführung

Assistant to the management.

Frequently asked questions

What sectors does Values & Guidance focus on?
Values & Guidance focuses on Climate Tech, Impact & Social Good, Sector Agnostic.
Where is Values & Guidance located?
Values & Guidance is headquartered in Vienna, AT.

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