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How we work with sustainable value creation

We invest in companies that contribute to real societal solutions, from energy-efficient technology to medical breakthroughs. We avoid operations with high emissions and poor working conditions and use our ownership to drive development forward.

Important information

Investments entail risk. Find fact sheet, information brochure and information about your rights on www.swedbankrobur.se

What is a sustainable investment

According to the EU’s Sustainable Finance Disclosure Regulation (SFDR), three terms and conditions must be met for an investment to qualify as sustainable:

  • The company shall have good corporate governance practices.
  • It must not cause significant harm to any other sustainability objective.
  • It shall contribute to an environmental or social objective.

It is up to each fund management company to describe how these terms and conditions are interpreted and applied in practice. We have therefore developed criteria that clarify which criteria an investment must meet in order to be classified as sustainable under SFDR.

Read more about our definition of sustainable investment according to SFDR, which describes how we make this assessment.

Our definition of sustainable investment according to SFDR (pdf)

Our method

ESG concept of environmental, social and governance.Young woman holding green earth with ESG icon
ESG

Include

We use several methods to include sustainable investments, with the aim of creating long-term returns and contributing to a more sustainable world. For example, our actively managed funds carry out a sustainability analysis of the companies’ work with environmental, social and governance issues.
 

Read more in Swedbank Robur’s Inclusion strategy (pdf)
Woman in workshop with two others looking at Sticky notes on a board
Woman in workshop with two others looking at Sticky notes on a board

Exclude

We exclude holdings whose activities we consider to be harmful to society or the environment and which are not consistent with our values. We also reduce the funds’ sustainability risks by excluding investments in certain sectors, products and services.

 

Read more in Swedbank Robur’s Exclusion strategy (pdf)
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Engage

As an active owner, we influence the companies we invest in. We vote at general meetings, participate in election committees and collaborate with other investors to drive change. We also engage in dialogue with decision-makers, industry organisations and suppliers to develop the market in a positive direction.

Read more in Swedbank Robur’s Engagement strategy (pdf)