Sustainable value creation

Our vision is to become a world leader in sustainable value creation. By sustainable value creation, we mean that we want to create long-term returns for our customers and at the same time contribute to positive development for society and the environment. We work to develop the industry by setting standards for sustainable savings and responsible investment - because we are convinced that long-term sustainability is also profitable in the long term.

A woman and a man working together at the office by a laptop.

How we work with sustainability

We want to invest in healthy companies that, through their operations, contribute to a positive impact on the world around us.

Reporting and follow-up

We who work with sustainability

Our Principles for Shareholder Engagement

Shareholder engagement is the shareholders’ influence on, and control of, the Board of Directors and corporate management. Our Principles for Shareholder Engagement describe how we exercise an active ownership role in the companies in which the funds have invested.

Principles for Shareholder Engagement (pdf)

Our Policy for Responsible Investments

Our Policy for Responsible Investments describes the sustainability work in our funds and how the UN’s Sustainable Development Goals guide our investments. The policy is continuously updated to go hand in hand with our ambition to drive and support more sustainable development in society.

Policy for Responsible Investments (pdf)

Our investments will contribute to the UN’s global goals

Swedbank Robur strives to be a leader in developing the industry by setting standards for sustainable investment. Our investments will contribute to meeting the UN’s global goals and our ambition is set out in our three mission statements for fair, clean and good investments.

Expectation Fair, Clean & Good (pdf)

Sustainable investments and EU regulations

Our climate strategy

Climate change is the greatest global challenge of our time. We want to take clear responsibility and actions to address climate change. That’s why we have set two tough and overarching goals in our own climate strategy:

Our combined fund capital will be aligned with the Paris Agreement’s target to limit the global temperature increased to 1.5 degrees Celsius by 2025.
Our combined fund capital will be carbon neutral by 2040.

Our climate work and the Paris Agreement

Climate strategy (pdf)

Our nature strategy

Like climate change, the depletion of nature and biodiversity will have an impact on the economy.

To help counteract and reverse this negative development, we have set the following goals in our nature strategy:

Building knowledge and understanding of nature risks in our organisation
Assess exposure to nature risks in our holdings
Establish governance oversight for nature-related risks
Report on the above targets by 2025
Engage with holdings in sectors with high impact on nature
Adopt sectoral targets for material risk-exposure in portfolios

How we contribute to sustainable value creation

We include, exclude and engage

We want to invest in sustainable holdings that have a positive impact on the world around us. With our three strategies, we clarify the criteria we work according to and the basis for our assessments and sustainability analyses - in other words, how we include, exclude and work with engagement in our different fund types.

Inclusion, exclusion and engagement

We are an active owner

We are one of the largest owners on the Stockholm Stock Exchange and have chosen to be active in our role as owner and investor. We work with nomination committees, corporate governance specialists, fund managers, sustainability analysts and strategists.

In 2023:

we conducted 1418 sustainability dialogues
we voted at 968 general meetings
participated in more than 100 nomination committees

We believe in collaborations across corporate, sector and national borders

We are convinced that collaborations across corporate, sector and national borders are a key factor in enabling the world to take the steps needed to achieve the UN’s Sustainable Development Goals and the climate goals of the Paris Agreement. We are therefore active in several collaborations and are committed to working to achieve goals and develop working methods for sustainability within the framework of various industry initiatives. Read more about our commitments and collaborations below.

CDP (Carbon Disclosure Project)
An international collaboration between institutional investors to increase reporting from companies on their sustainability work.
Climate Action 100+
A collaboration within PRI with several organisations to influence the world’s 165 largest emitting companies. Swedbank Robur has been a member since 2018.
FAIR
Global investor network providing research and data to its members on sustainability within the food system and its value chain with a focus on the livestock industry. The network also organises dialogues between investors and companies as well as governments, regulators and industry bodies. The purpose of the dialogues is to promote sustainable policies and business practices and the transition to a sustainable food system.
Finance for Biodiversity
In December 2020, Swedbank Robur was the first Swedish signatory to the new Finance for Biodiversity initiative. A total of 37 banks, asset managers, insurers and fund operators have committed to collaborating, engaging and assessing their own impact on biodiversity by 2024, as well as developing targets and reporting of data related to biodiversity.
The Fund Management Company Association
In the Fund Management Company Association, we actively participate in various working groups to drive and follow up on industry commitments, such as Guidelines for Shareholder Engagement, which is an annual follow-up of the Principles for Shareholder Engagement.
Green Bond Principles (GBP)
Through the industry organisation International Capital Market Association (ICMAS), Swedbank Robur is a member of the Principles for Investment in Green Bonds (GBP) and supports these principles. GBP also monitors Social, Sustainable and Sustainability Linked Bond policies.
GISD (Global Investors for a Sustainable Development)
GISD is a global collaboration to bring about new sustainable investments, remove market barriers and develop new approaches. Swedbank Robur has been a member since 2019.
ICGN
A collaboration between investors to raise the standard of corporate governance globally.
IIGCC (International Investor Group on Climate Change)
A collaboration for international development and dialogue on climate change, for example against climate lobbying. Swedbank Robur has been a member since 2018.
Montreal Pledge (within the framework of the cooperation in PRI - Principles for Responsible Investments)
In the Montreal Carbon Pledge, fund management companies undertake to measure and report the climate footprint of their investments. Climate calculations are made for Scope 1 & 2 of funds with listed equity holdings in accordance with the fund management company association’s industry standard. Swedbank Robur has been a member since 2015.
Net Zero Asset Managers
On 11 December 2020, Swedbank Robur signed the new international Net Zero Asset Managers initiative. The aim is to commit as an asset manager to work to reduce carbon emissions in its investment portfolios, and to support the companies in which it invests in achieving net zero emissions by 2050.
PRI (Principles for Responsible Investment)
PRI (Principles for Responsible Investments) are collaborations between investors to drive change in companies. Swedbank Robur is involved in various working groups and has been a member since 2009.
SISD (Swedish Investors for Sustainable Development)
A Swedish collaboration to develop new sustainable investments, remove barriers in the market and develop new methods. Swedbank Robur has been a member since 2018.
TCFD (Task Force on Climate-Related Financial Disclosure)
Helps organisations identify climate-related financial risks and opportunities. Swedbank Robur has been a member since 2018 and is working with the Swedbank Group to build competence in the organisation.
United Nations Global Impact Initiative
The UN’s Global Compact initiative advocates that companies take responsibility for environmental and social issues. Swedbank Robur has been a member since 2010 and it is part of our sustainability analysis to influence companies to ensure the Global Compact’s ten sustainable business principles on human rights, labour terms and conditions, the environment and anti-corruption.
UNEP FI (United Nations Finance Initiative on Principles for Responsible Banking)
In 2019, Swedbank AB (publ) signed the commitment to implement the UN’s 17 Sustainable Development Goals and the Paris Agreement on Climate Change by 2030.

Risk information

Past performance is no guarantee of future performance. The value of funds can decrease and increase, and you may not get back all the money you have deposited. Funds with risk classes 5-7 can decline and increase significantly in value. You can find fact sheets, information brochures and fund rules under each fund at swedbankrobur.se/fondlista.