MBS Empowerment Fund

Advertising information – Disclaimer



The MBS Empowerment Fund, which MBS has launched in conjunction with LeanVal, aims to create an innovative form of fundraising for Munich Business School. The invested capital generates financial returns based on the average growth in the fund’s value. These returns benefit those who have invested in the fund. However, MBS also receives 2% each year, which is taken from the fund’s administration fee (management fee) and can be put towards projects worthy of receiving grants and subsidies. This means that investors can support MBS without simply handing over money or assets in the conventional form of donation. Instead, this new fundraising model offers added value for investors while simultaneously helping Munich Business School to promote projects worthy of support.


  • Assured implementation of the UN Principles for Responsible Investment (UNPRI) and the EU Sustainable Finance Disclosure Regulation (SFDR)
  • Investment in sustainable solution and product concepts
Emotional motivation
Emotional motivation
  • Financial support for MBS with 2% p.a. from management fee set aside for projects worthy of funding
  • Continuous, long-term increase in the value of your investment
  • Long-term investment horizon offers financial support and security


The top universities in the USA have a long tradition of third party fundraising. Thanks to the support of their strong alumni networks and other donors, they now have endowments in the order of billions of dollars. They can use these assets to support a range of university and student projects. In Germany too, alumni and others have a keen interest in offering financial support to universities. However, when supporting Munich Business School through the MBS Empowerment Fund, assets are not transferred to MBS – as would be the case in a typical donation – and instead remain in the investors’ hands. Munich Business School receives 2%, which is taken from the fund’s annual administration fees, and can then use these funds to support projects deserving of grants.

By deploying this concept in the MBS Empowerment Fund, we are breaking new ground in relation to university fundraising. By purchasing shares in the mutual fund, alumni and other supporters become investors and only donate a small portion of their returns to Munich Business School. The shares in the fund remain part of each investor’s personal portfolio, just like their other investments, and remain in their possession until they dispose of them. The fund is fungible and can be sold on a daily basis.

Example of projects worthy of funding:

  • Scholarships/bursaries
  • Campus projects
  • Student projects
  • Social projects
  • Scientific projects
  • Financial support for semesters abroad


The financial contribution made by every single investor and the positive returns generated by the Empowerment Fund create an annual dividend for Munich Business School. The university uses this funding to implement a wide range of projects and fulfill its duty of providing an excellent education to the best of its abilities. The fund has already helped to realize the following project:

Idea Space

Idea Space does what its name suggests, providing a creative arena that serves to help innovative ideas, approaches and perspectives flourish. Students in the MBS Entrepreneurship Club conceptualize and shape this space.


The MBS Empowerment Fund aims to generate stable returns with minimal risk, sustainable investments and high diversification between asset classes.

These alternative investments include liquid assets from the fields of real estate, raw materials and private equity as well as market-neutral investment strategies negatively correlated to equity markets. The latter instruments provide an effective counterweight to fluctuations in the value of equity investments, thereby helping to achieve the target of stable returns while simultaneously growing capital.

In addition, the fund employs a continuous hedging strategy that protects its assets against more significant, unexpected market corrections and has been applied successfully for many years by institutional investors.

Performance of the MBS Empowerment Fund

The MBS Empowerment Fund aims to generate stable returns over the long term with minimized risk, sustainable investments and high diversification between asset classes.


“I invested in the MBS Empowerment Fund because it is not only profit-oriented but also has a clear purpose. The average increase in the fund’s value over the years stays with me, the investor. 2% is taken from the management fee and goes back to MBS. This makes it possible to implement projects like the Idea Space for future entrepreneurs and offer scholarships to talented students in need.”

Prof. Heiko Seif, Vice Dean for Research, Academic Director of the Master’s program in Sports Business and Communication, and Professor of International Management at MBS


The MBS Empowerment Fund is primarily aimed at investors who would like to support Munich Business School with a share of their returns. The donations from the fund will be used to finance non-profit university projects worthy of support. The concept takes its lead from the NACUBO-TIAA study, which investigated approaches such as David Swensen’s Yale Model. This model has been used with great success by US universities since the 1970s, delivering better results on average than conventional asset allocations composed of shares and bonds. Long-term capital preservation and capital generation are the priority for these institutions as they lay the foundations for future returns – and therefore form the basis of the approach followed by the MBS Empowerment Fund. Support for Munich Business School in the amount of 2% is taken from the management fee of 2.7% per year. This dividend of 2% is issued on an annual basis and is used to support upcoming projects.

This innovative fundraising approach aims to help students, staff and partners of Munich Business School to further and share their knowledge even more effectively than is already the case. In practice, this means creating more opportunities to acquire knowledge while simultaneously creating a stronger network with industrial partners. This might involve expanding the library, creating creative and comfortable learning zones, or continuously upgrading our IT infrastructure. It also enables us to continue supporting workshops and other events with industry partners.

How to Invest – Step by Step

There are two ways to invest in the MBS Empowerment Fund. 



1. Arrange appointment
Make an appointment with your bank or financial advisor.

2. Consultation
Ask for advice and information about the MBS Empowerment Fund: ISIN (DE000A2PYPG7) or WKN (A2PYPG). 

3. Place order
Issue an order for your desired investment. 


We will then set everything in motion so that you can easily invest in the MBS Empowerment Fund through your chosen online broker or bank.


Studienberater MBS: Martina Dengler
Alumni Relations Martina Dengler +49 89 547678 270 alumni@munich-business-school.de
How can we help you? Get in touch Request information


This content is advertising within the meaning of the German Securities Trading Act (Wertpapierhandelsgesetz – WpHG) and is aimed at professional and eligible counterparties and retail clients pursuant to Section 67(2), (3) and (4) WpHG. This text has not been produced in line with regulations that promote independence in financial analyses. All published information is explicitly and solely intended to provide general information and does not constitute investment advice tailored to your individual circumstances or requirements. No liability is accepted for the accuracy, completeness or up-to-dateness of the information. A legally valid offer can only be presented upon request in accordance with applicable legal provisions and in conjunction with the current fund prospectus. The shares issued in the fund may only be offered for purchase or sale in countries in which such a purchase or sale is permitted.

Before acquiring financial instruments or utilizing securities services, we recommend that you consult independent and competent legal and financial advisors and other professional advisors to ensure that any and all decisions you take are suitable for you in consideration of your objectives, your risk appetite, and other aspects, as well as your financial circumstances.

You should contact your tax advisor in relation to the current fiscal situation as this can change due to judicial rulings or legislative changes. This website serves only as the basis for detailed, information discussions. The information used here is based on reliable sources. Sales documentation is available free of change and in German from the responsible intermediary body, the fund custodian, or Kapitalverwaltungsgesellschaft Hanseatische Investment-GmbH, as well as online at www.hansainvest.de. No guarantee is issued as to the accuracy, completeness or up-to-dateness of this information.

The fund’s past performance offers no indication and absolutely no form of guarantee as to its future performance. Munich Business School and its associated companies offer no guarantee of any kind as to the accuracy of any of the data provided here, nor do they accept any kind of liability for disadvantages arising directly or indirectly from price fluctuations. Prices and returns can rise and fall. Commissions, costs and taxes at the investor level may have a negative impact on the performance of the financial product. The information on this website does not represent an instruction to purchase or sell shares in any funds.

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