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Impact Asset Management GMBH

CIK:0002068799
Asset Manager
$3B AUM
75 holdings
Vienna, Austria
Founded:2006
28 employees
Latest filing:Mar 31, 2025

Impact Asset Management GmbH is a leading independent bank-independent asset management company headquartered in Vienna, Austria. Founded in 2006, it specializes in selection, analysis, and management of sustainable and impact investments, with a strong focus on ESG-compliant securities and microfinance. The firm is recognized as one of the top 50 global impact fund managers and was among the first signatories of the UN PRI in Austria. Serving institutional clients and high net worth individuals, it manages specialized investment vehicles, absolute return products, and mutual funds geared toward responsible impact and continuous asset growth. The company employs approximately 28 people.

Investment Strategy

Impact Asset Management pursues a strategy centered around sustainable and impact investments, aiming to contribute to the achievement of the UN Sustainable Development Goals. Its approach includes ESG-screened assets, microfinance investments, and responsible investing principles to generate social, environmental, and financial returns ('triple bottom line'). Products are structured for continuous capital growth, risk minimization, and active risk management. The firm combines performance optimization in rising markets with active asset protection in falling markets. Collaborations with partners and international knowledge exchanges further enhance its processes.

Top Buys
G
GOOGALPHABET INC
+$14.0M
W
WELLWELLTOWER INC
+$5.8M
B
BKBANK NEW YORK MELLON CORP
+$4.4M
D
DHRDANAHER CORPORATION
+$4.3M
V
VVISA INC
+$1.5M
Top Sells
M
MSFTMICROSOFT CORP
-$5.9M
E
EQIXEQUINIX INC
-$5.2M
A
AVGOBROADCOM INC
-$5.1M
T
TSMTAIWAN SEMICONDUCTOR MFG LTD
-$3.5M
A
ANETARISTA NETWORKS INC
-$2.3M

Top Holdings

M
MSFTMICROSOFT CORP
+6.0%$15.2M
G
GOOGALPHABET INC
+5.5%$14.0M
M
MAMASTERCARD INCORPORATED
+4.5%$11.6M
V
VVISA INC
+4.3%$11.1M
L
LLYELI LILLY & CO
+3.2%$8.1M

Equity Positions (75)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
M
MSFT
MICROSOFT CORP5.97%$15.2M40,561$427.76$375.39-$5.9M
G
GOOG
ALPHABET INC5.49%$14.0M89,730$156.23$156.23+$14.0M
M
MA
MASTERCARD INCORPORATED4.53%$11.6M21,100$493.80$548.12-$575.3K
V
V
VISA INC4.34%$11.1M31,640$278.17$350.46+$1.5M
L
LLY
ELI LILLY & CO3.16%$8.1M9,780$862.32$825.91+$728.0K

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+13.6%
SERVICES-BUSINESS SERVICES, NEC
+11.6%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+11.0%
SEMICONDUCTORS & RELATED DEVICES
+10.1%
PHARMACEUTICAL PREPARATIONS
+9.9%