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Transformation Des Nachhaltigkeitsbegriffs

Institutional Money – 2026 Keine acht Jahre ist es her, dass das EU‑Sustainable‑Finance‑Paket verabschiedet wurde. Seither befindet sich das Thema Nachhaltigkeit im Wandel. Es gibt Investoren, die die Priorität des Themas etwas herunterstufen wollen und überlegen, wie sie das kommunizieren sollen. Womöglich gibt die SFDR 2.0 Gelegenheit dazu. DER EUROPÄISCHE Nachhaltigkeits-begriff hat sich in den […]

2. November 2026

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Portfolio-Architekten

Insitutional Money Interview, Alex Koriath und Christoph Gort – 2026 Zu viel Kapital trifft auf zu wenige gute Deals, warnen Alex Koriath und Christoph Gort von Cambridge Associates im Interview. Sie ordnen die Preisdynamik bei Buy-outs und Private Credit ein, erklären, warum sie die US-Softwareschwäche für eine gesunde Korrektur halten, und benennen die größten unterschätzten […]

2. November 2026

Portfolio-Architekten Featured Image

,,Zu viel Konkurrenz um die gleichen Deals“

Der unabhängige Vermögensverwalter Cambridge Associates wirbt verstärkt um Kunden in Europa. Als nächstes will die Investmentfirma einen neuen Standort in Mailand eröffnen. Etwa die Hälfte des europäischen Geschäfts entfällt auf Family Offices.

15. Oktober 2025

,,Zu viel Konkurrenz um die gleichen Deals“ Featured Image

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