BVT Group – 50 years of investment expertise

The BVT Group, headquartered in Munich and Atlanta with additional offices in Berlin, Cologne and Boston, is a bank-independent asset manager. Since 50 years, it has been paving the way for German private investors and institutional capital investors to a wide range of opportunities offered by international tangible asset investment. The focus is on the asset classes of real estate in the USA and Germany, energy and infrastructure, private equity and portfolio concepts.

With assets under management of around EUR 4.4 billion, a historical total investment volume of EUR 9.2 billion, more than 225 launched funds since the company was founded, BVT is one of the Germany’s most experienced service providers in the field of closed-end investment concepts. Al investments are based on the main success principle of founder Harald von Scharfenberg. This continues to apply to the present day: Investing capital where it is most productive – and with the greatest possible independence from the volatility of international interest rate markets and stock markets.

In the form of modern closed-end investment concepts, BVT offers investors the chance to benefit from outstanding opportunities for returns, even in non-transparent markets – with calculable risks and on the basis of clearly defined investment criteria. Numerous awards also attest to the success of this approach.

BVT has a history of sustainability

The conviction to act in a sustainable manner is firmly entrenched amongst the shareholders of the BVT Group. BVT has been active in the energy and infrastructure segment since the 1980s, and in 1989 was the first investment manager in Germany to launch a mutual fund which invests in wind power plants. Consequently, for more than 35 years, BVT has amassed extensive know-how in these asset classes and provided numerous opportunities for investment which strike a balance between ecology and economy.

BVT’s many years of dedication to developing regenerative and sustainable energy projects was consistently advanced in 2019 when BVT subsidiary derigo took the decision to sign the international PRI initiative. As an investment management company, it therefore accepts and undertakes to account for the ESG criteria at corporate level and in the investment process in the case of the asset classes multi-asset, private equity and energy and infrastructure, and thus to invest responsibly and sustainably. Three sustainability-based areas of responsibility of an enterprise are summarised under ESG: “E” for environment, “S” for social and “G” for overnance. ESG criteria therefore serve as guidelines for assessing risks (and opportunities) in the three areas of responsibility.

Within the scope of its ESG measures, the BVT Group is supported by an independent advisory board on sustainability, for which it was possible to gain leading figures from the commerce, church and science sectors. BVT thus underscores how important the criteria of environmental and social compatibility and good corporate governance are across the company’s entire value chain process.