Transforming Performance
Shaping the Next Generation of Return

 

Those who (co-)own companies shape their future. 

How do equity investors position themselves in the face of 

structural economic transformation? 

 

Are they truly 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 strive to build a robust evidence base to make transition performance measurable, comparable, and investable – combining superior return potential with a targeted contribution to long-term economic competitiveness.
 
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.

Your Input, Our Support 

By providing a clear, data-driven picture of how private capital contributes to the transition towards a resilient economy, we aim to empower investors and fund managers to benchmark strategies, identify best practices, and direct capital where it delivers lasting value.  

 

Participate now

 

Data collection is already underway. Position your firm at the intersection of transformation and performance: contribute to the insights that will shape tomorrow’s markets and benefit from peer benchmarking and visibility among our family office network.

 

We look forward to hearing from you. Feel free to reach out with any questions – or participate directly by completing the questionnaire at your own convenience.

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 should I participate?

01

If building future-proof businesses is part of your agenda, Transforming Performance offers you valuable opportunities: You can benchmark your 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. Make your voice heard by sharing your perspective. This will help us address changes in the regulatory framework. In short: Participation benefits you and us alike in the pursuit of sustainable performance.

What data will be collected?

02

Transforming Performance collects reliable information on your firm’s transformation position, including strategic relevance assessment, strategies, governance structures, incentive systems, as well as concrete measuresto transform business models and portfolios. Both qualitative and quantitative aspects are captured. As we focus on strategic-level information no sensitive financial disclosures are required. Our approach is strictly economic, not regulatory

How do I participate?

03

Participation in Transforming Performance is straightforward and efficient. Should you wish to discuss any aspect, we’re happy to arrange a brief call. Alternatively you may complete the questionnaire entirely in writing at your own convienience. Once you begin, you may pause and resume at any time within 10 days. After this peroid, all entries will be automatically deleted unless you submit your entry. All data will be handled with strict confidentiality. Participation is free of charge. Upon receipt of your completed submission, we will contact you to coordinate your entry in the Family Office Handbook.

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