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Impact Asset Management GMBH
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.
Latest 13F Filing Activity
Impact Asset Management GMBH filed their most recent 13F report on Mar 31, 2025 disclosing 75 equity positions with a total 13F market value of $255M. The fund increased holdings in Alphabet Inc., Welltower Inc., Bank New York Mellon Corp. among other positions. Impact Asset Management GMBH reduced exposure to Microsoft Corp., Equinix Inc., Broadcom Inc. among others.
Top Holdings
Equity Positions (75)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 5.97% | $15.2M | 40,561 | $427.76 | $375.39 | -$5.9M |
G GOOG | ALPHABET INC | 5.49% | $14.0M | 89,730 | $156.23 | $156.23 | +$14.0M |
M MA | MASTERCARD INCORPORATED | 4.53% | $11.6M | 21,100 | $493.80 | $548.12 | -$575.3K |
V V | VISA INC | 4.34% | $11.1M | 31,640 | $278.17 | $350.46 | +$1.5M |
L LLY | ELI LILLY & CO | 3.16% | $8.1M | 9,780 | $862.32 | $825.91 | +$728.0K |
Industry Allocation
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