Transforming Performance
Evidence on how private capital drives transformation
Those who (co-)own companies shape their future.
How do equity investors position themselves in the face of
structural economic transformation?
Are they seizing the opportunities it offers and
what barriers might be holding them back?
Our pioneering project turns questions into evidence.
A pioneering transparency initiative
with added value for you
The transformation of the economy is well underway — but transparency has not kept pace. With Transforming Performance, we have built a robust evidence base to make transition performance measurable and comparable – showing investors what distinguishes firms that genuinely transform from those that merely declare it.
Fundamentally changing framework conditions are making the future-oriented positioning of companies one of the key challenges of our time. From an ownership perspective, this is essential to ensure long-term competitiveness in the face of increasingly scarce resources. From an investor's perspective, such transformation-driven investments can offer attractive return potential. With our pioneering research project we are creating transparency and empowering decision-makers to pursue economically promising, transformation-compatible investments.
Why private equity
The most dynamic innovation often happens outside of publicly listed companies. Private equity and venture capital investors play a central role in shaping innovation and change — whether by helping established companies adapt or by backing the pioneers of tomorrow. This unique position gives private capital the power to accelerate and ensure future economic competitiveness.
Creating transparency through metrics and peer comparisons
To date, there is a lack of transparency on how private capital investors position themselves with regard to transformation - or on the progress achieved by non-listed companies. Our project bridges this gap by mapping the market, peer insights, and clear metrics.
What the study delivers
Based on responses from 129 private equity and venture capital firms, the study provides a clear, data-driven picture of how private capital contributes to the transition towards a resilient economy. It enables investors and fund managers to benchmark strategies, identify best practices, and direct capital where transformation is anchored in practice.
Press & Events
In these articles and conversations, we describe our project:
- portfolio institutionell: „Transformationskompetenz hilft im Fundraising“
- Absolute Report: „Family Offices als Transformationstreiber: Neue Chancen für Private Equity“
- portfolio institutionell: „Transforming Performance in der Beteiligungsbranche"
- Close the Deal: “Wie UHNWIs und Family Offices investieren”
- Tagesspiegel Background: „Forscherinnen nehmen Private Equity ins Visier“
- VC Magazin: „Junge Vermögensinhaber machen sich für Venture Capital stark“
We have presented the project at these events:
- 15.09.2026 | Bad Homburg: DealSourcing
- 22.04.2026 | Frankfurt: Deutsche Investorenkonferenz
- 11.03.2026 | Berlin: portfolio institutionell Awards & Konferenz
- 25.11.2025 | Düsseldorf: Private Markets Forum
- 02.07.2025 | Berlin: KfW Capital VC-Academy
- 24.06.2025 | Berlin: BVK 26. Deutscher Eigenkapitaltag
- 02.-04.06.2025 | Berlin: Super Return, Super Venture
Results & Key Findings

Coming soon!
The data collected during the fieldwork is currently being analysed. We will publish the report on 31 October 2026.
Covering 129 GPs with combined assets under management exceeding €2 trillion, the dataset provides valuable insights into their transformation approaches and established practices.
We look forward to sharing the findings and discussing their implications with market participants and our family office network.

Strong partners
Our pioneering initiative is supported by

Prof. Dr.
Yvonne Brueckner
ResFutura

Team
ResFutura is a leading research institute focused on future strategies for ultra-high-net-worth individuals and entrepreneurial families.
We generate actionable insights to support long-term success and help shape and implement effective strategic approaches. We operate independently, while remaining closely connected to over 250 entrepreneurial families who interact with us at varying levels – as participants, contributors, and partners.
This foundation makes ResFutura a trusted platform for exchange and collaboration. Confidentiality and intellectual depth are key pillars of this network’s strength.
WWF Germany brings extensive experience at the intersection of the real economy and the financial sector in driving sustainable transition.
This includes developing scenarios and sector-specific transition requirements, translating these into corporate transition plans, and guiding portfolio steering and target-setting for investments in liquid asset classes. WWF Germany is also a strategic partner of the UN-convened Net-Zero Asset Owner Alliance, supporting its goals for carbon-neutral investment portfolios by 2050.

Vanessa Bolmer
WWF Deutschland


Why did GPs participate?
01
If building future-proof businesses is part of one's agenda, Transforming Performance offers valuable opportunities: Benchmarking one's position on the transition against the market – as a foundation for internal benchmarking, strategic development, and credible communication with LPs. Those actively transforming value creation can showcase their profile here – beyond ESG rhetoric. Specifically, the project offers a platform for visibility toward around 250 UHNWIs in the DACH region through our forthcoming handbook and database. Additionally members can make their voice heard by sharing their perspective. This will help address changes in the regulatory framework.
What data does the project analyze?
02
Transforming Performance collected reliable information on firms’ transformation position, including strategic relevance assessment, strategies, governance structures, incentive systems, as well as concrete measures to transform business models and portfolios. Both qualitative and quantitative aspects are captured. As we focus on strategic-level information no sensitive financial disclosures and no data on single assets are required. Our approach is strictly economic, not regulatory.
What happens next?
03
The full study (in German) and an English executive summary will be available for download on this page from 31 October 2026. Participating GPs will be featured in the Family Office Handbook. If you would like to discuss the results, we look forward to hearing from you.