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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
Wolfgang Rattay· CEO

Founder and CEO with 35 years in the international finance sector who established funds with strict sustainability and climate-risk criteria, including the award-winning 'Sustainable Alpha' fund.

Karin Rattay· Member of the Management Board

Management board member with over 30 years of banking experience, emphasizing that investment decisions are based on real performance data and forecasting to monitor and adjust portfolios.

Corinna Gerhold· Grafik & Design

Graphic and design lead who emphasizes real sustainable action over greenwashing and contributes creative work to the firm.

Lisa Ungersböck· Compliance Officer

Compliance officer focused on transparency and long-term stability, drawing on securities-sector experience.

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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