Organisations and foundations

The range of funds and tailor-made solutions for foundations is wide. We strive for long-term cooperation with personal dialogues based on needs and investment policies. As part of the Swedbank Group, we can offer a foundation service for broader needs for ancillary services.

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Funds specially adapted for foundations and churches

Capabilities

The talent follows the Swedish Church’s financial policy and has sustainability criteria. The Fund selects issuers of securities that have relevant work on the environment and climate, human rights, working conditions and business ethics. Publishers that violate international norms and are associated with weapons, war material, alcohol, tobacco, gambling and pornography, as well as those that produce fossil fuels, are excluded. Read more about sustainability work under the Sustainability tab on the fund’s details page in the fund list.

Corporate bond funds

Our corporate bond funds are managed on the basis of our climate strategy and vision of being a world leader in sustainable value creation. We integrate sustainability into the funds’ investment processes and work actively to influence companies in a sustainable direction.

Global impact

Global Impact is an equity fund that focuses entirely on investing in companies that we believe contribute to meeting the UN’s Sustainable Development Goals.

Climate impact

Climate Impact is an equity fund that focuses entirely on investing in companies that we believe contribute to meeting the UN’s Global Goals 7 and 13, Sustainable Energy for All, and combating climate change.

Foundation funds

The foundation funds invest in other funds, both in interest rates and equities and derivatives. Underlying funds must analyse that the companies they invest in have relevant work in terms of the environment and climate, human rights, working conditions and business ethics. Companies that do not have sufficiently active sustainability work are excluded.

Transition

The transition funds have the highest sustainability criteria in our fund range. The funds invest in companies that we believe contribute to the transition to a more sustainable society. Active management enables our managers and sustainability analysts to meet the companies regularly to discuss their sustainability work.

Human resources

Actively managed and non-profit Humanfond invests only in companies that work actively with the environment, climate, human rights, working conditions and business ethics. The fund has no management fee and 2% of your savings are donated annually to charity.

KPA and Folksam-LO

The KPA funds and Folksam LO funds have criteria that differ from the sustainability work of other funds. Both KPA and Folksam-LO funds follow Swedbank Robur’s policy for responsible investments and KPA Pension’s and Folksam’s ethical investment criteria. Read more about sustainability work under the Sustainability tab on the fund details page in the fund list.

Learn more about us

Sustainability

Our sustainability work is based on the vision of being a world leader in sustainable value creation. We do this by integrating sustainability, influencing companies in a sustainable direction and excluding.

News & Press

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A courageous asset manager

Our vision is to be the world leader in sustainable value creation. For us, financial return goes hand in hand with long-term and sustainable return.

Get in touch with us!

We would be happy to meet with you to review your needs and tailor a solution.