Allocator CareersUpdated Jul 21, 2026
← All roles

Foundation

Bertelsmann Stiftung

Private operating foundation endowment/investment portfolio, funded principally by indirect shareholding income from Bertelsmann SE & Co. KGaA2 — Gütersloh.

Open roles

0 open · Careers page →

No open roles right now

This public organization profile is available even when no roles are open.

Overview

Regina von Görtz Director Demokratie und Zusammenhalt Zum Profil Stephan Vopel Director Bertelsmann Stiftung Berlin Zum Profil Marek Wallenfels Director Bildung und Next Generation Zum Profil Dr.1

Bertelsmann Stiftung's investment pool supports the organization's philanthropic mission and grantmaking capacity.2

Investment program

Estimated AUM
$1.9B as of Dec 31, 20253
Capital pool
Private operating foundation endowment/investment portfolio, funded principally by indirect shareholding income from Bertelsmann SE & Co. KGaA2
Investment model
Bertelsmann Stiftung uses an internal Asset Management department for liquid foundation assets and cash management, with strategic advice from an executive-appointed investment advisory board and investment guidelines approved by the executive board.4
Investment approach
The foundation seeks permanent capital preservation and current income through broadly diversified, internationally oriented portfolios balancing risk and return, with strategic allocations to bonds, equities, alternative investments, and liquidity.5
Spending support
Not listed yet
Spending policy
Not listed yet
Asset allocation
Public evidence references these asset classes or allocation areas: venture capital, infrastructure.6
Performance
Not listed yet
Governance
Not listed yet1
Investment team
The Asset Management department handles investment of liquid foundation assets and cash management; an executive-appointed Anlagebeirat provides strategic advice and recommends strategic allocation.4
Unfunded commitments
Not listed yet
Source freshness
Last verified Jul 21, 2026 · Needs review

Sources

Last verified Jul 21, 2026 from public career and organization materials.

Fact notes

  1. Job posting (bertelsmann-stiftung.de)Parent organization overview, Governance · checked Jul 25, 2026
  2. Website (bertelsmann-stiftung.de)Pool purpose, Capital pool · checked Jul 25, 2026
  3. Website (bertelsmann-stiftung.de)Estimated AUM · checked Jul 25, 2026
  4. Annual report (bertelsmann-stiftung.de)Investment model, Investment team · checked Aug 6, 2026
  5. Annual report (bertelsmann-stiftung.de)Investment approach · checked Aug 6, 2026
  6. Job posting (bertelsmann-stiftung.de)Asset allocation · checked Jul 25, 2026
  7. Website (bertelsmann-stiftung.de)Investment office page · checked Jul 25, 2026

Reports and filings

Profile and job sources