Fundraising Fox

Values & Guidance

Impact investor

Vienna · 5 people tracked

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Investment thesis

The firm focuses on sustainable investing that does not sacrifice performance. It builds funds with strict sustainability criteria that also account for climate risk, and bases investment decisions on real performance data rather than ideology. Using data and algorithms, it continuously monitors and adjusts client portfolios and forecasts. Its flagship 'Sustainable Alpha' fund is highlighted as an award-winning product that has grown since inception. The firm emphasizes transparency and long-term stability, positioning itself as a pioneer showing that financial markets can contribute meaningfully to addressing pressing environmental challenges while still generating growth and profitability.

Source: firm website, verified Jul 29, 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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