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LATEST ARTICLES
Is sustainable aviation fuel an oxymoron?
It is critical that we reduce and decarbonise aviation as soon as possible, but this is challenging as alternative technologies are not ready today. Does Sustainable aviation fuel offer a real-world way to continue flying more sustainably?
Defining impact investing – evidence, measurement and positive outcomes
As impact investing is picking up increasing interest amongst Nordic investors, we look at some of the nuances and specifics that should be considered when defining strategies......
Inflation, Rates and Risk Management: Implications for Insurers
In a dramatically reshaped macro and market landscape, insurance investors are in uncharted waters. What are the keys to navigating them?
Matching Best in Class SFDR Strategies with Investors’ Sustainability Preferences – Virtual Roundtable
Louise Kooy-Henckel of Wellington Management, Anders Bertramsen of Nordea Assset Management and Erik Edward of Swedbank joined us to discuss how SFDR regulations has impacted fund selection and how the nuances and complexities of ESG investing can not be oversimplified....
ESG through a value kaleidoscope; disclosure, transition and incremental innovation
We spoke to Skagen’s Head of ESG, Sondre Myge Haugland, to identify how the firm applies and prioritises ESG considerations in the context of its value investing philosophy for equities and fixed income....
Real Assets Focus: Agriculture
Agriculture can be grouped with other real assets such as forestry/timberland, real estate, infrastructure, precious metals, industrial metals, and equipment, but they all have distinguishing features. We take a look at developed market land farming for yield, growth and inflation hedging.....
Evaluating labelled bonds: a robust framework is key
The sustainable debt market is growing rapidly as issuers face increased pressure from investors and regulators to finance a more sustainable future. Here we look at how to assess the suitability of labelled issuance for portfolios and highlight how to use engagement to combat greenwashing.....
Söderberg and Partners – a distinctive perspective on evolving ESG policies
Lingyi Lu, Head of Sustainability at Söderberg and Partners, gives us an in-depth look into how the Swedish investment giant evaluates the sustainability of portfolios and funds and how investor preferences evolve....
Transition to carbon neutrality by 2035, and EU rules are only one framework
Veritas´ new head of ESG, Eveliina Leino, talks to us about the firms pragmatic approach to ESG and how the road ahead is far from straight forward if you want to impact real change.....
Active management and ownership; transition; thematics, and SDGs, driven by investment opportunities and client choices
DNB Asset Management´s Head of Responsible Investments, Janicke Scheele, gives us insight to how the Norwegian asset manager takes a broad and holistic approach to driving change......
European Property Opportunities – affordable residential, logistics and the Nordics
The all woman team at DWS , headed by Nicoletta De Bona Bottegal, run an open-ended strategy which has outperformed both its benchmark and peers since inception. We look at how a mix of country, sector and asset selection is to thank for their success.....
In house analysis, sovereign debt, engagement, climate transition, biodiversity and circular economics
Markus Lindqvist heads Aktia´s team of ESG specialists who, together with the firms ESG committee and asset class representatives, set the EUR 15bn asset manager´s agenda......
Swedbank’s ESG approach: an art as well as a science
Erik Edward, Senior Fund Analyst, gives an in-depth look how the team at Swedbank are assessing asset managers’ ESG approaches and how a qualitative approach is key....
Impact investing in practice: supporting the shift to alternative energy
Investors are increasingly attracted to impact investing because of its potential to deliver positive social and environmental outcomes while producing competitive financial returns. Here we explore how alternative energy can deliver both goals...
OP Asset Management; extensive use of ESG benchmarks and in house data analysis
Annika Esono Manninen, Head of ESG, talks to us about how the Finnish investment giant is working toward carbon neutrality and how climate and environmental risks are firm priorities....
Elite Alfred Berg; data harmonization would be welcome
Chief Investment Officer, Toni Iivonen, talks to us about the firms key priorities and challenges, including getting consistent data from external asset managers......
Handelsbanken’s ESG Approach – “SFDR 8 or 9 alone is not enough for us; defining transition is subjective”
We spoke to Deputy Head of Multi-Manager Solutions, Tobias Tallberg, for an update on how the firm’s evolving ESG policies apply to its selection of external managers......
Why COP26 was (probably) more constructive than headlines suggest
From better targets to methane to financial commitments, a climate investor shares his views on the lasting positive outcomes likely to emerge from the recent global conference on climate change....
Evli Bank’s ESG approach; data gaps, subjective regulations, transition and engagement
Outi Helenius, Head of Sustainability, speaks to us about data gaps, the subjectivity of European sustainability regulations, and differences between the regulations and normal market practices....
Pricing power can help companies fight inflation
If rising costs still linger in the new year, it will be one of the biggest risk for investors in 2022. Capital Group´s Diana Wagner is looking for sectors and companies with pricing power to mitigate this.....
Alternative fixed income driving returns, alpha and diversification – virtual roundtable
Thor Abrahamsen of Gard, Tomi Viia of OP and Frank Meijer of Aegon Asset Management joined us to discuss how they are seeking acceptable returns, risk, diversification and Solvency II compliance, from public and private fixed income and credit markets.....
LocalTapiola AM’s ESG approach; active in house ESG analysis and prioritizing transition
Outi Kalpio, Director of Portfolio Management and ESG, gives us insight to how the firm expects portfolio managers to integrate ESG into their daily work and the overlap between quality factors and ESG....
Countering climate risks through collaboration
How to close the disconnect between the climate world and the investment world and how the investment risks of climate change should be properly evaluated on a fundamental level.....
Diversification, derivatives and tactical asset allocation
Niels Elmo Jensen, CFO, and Søren Nielsen, CIO, gives us insight to how Lægernes Pension Fund´s investment strategy continuous to evolve and how their team has managed to create impressive performance through tactical asset allocation and active management......
Tackling air pollution with sustainable investments
Targeting a major environmental issue and the investment opportunities it creates....
Erik Ranberg on pandemic response, asset allocation, ESG and Solvency II
Gjensidige is one of only two insurers in Norway to have its own internal Solvency II model. We interviewed CIO, Eric Ranberg, to find out what has - and has not changed - over the past 18 months.
Selective Value in Emerging Market Debt
Alejandro Arevalo is seeing both fair value in absolute terms as well as relative value against US high yield being the the cheapest in half a decade....
Afa insurance: reducing interest rate duration, increasing alternatives, expanding ESG policies
Johan Held, Chief Investment Officer, talks to us about asset allocation, navigating the pandemic, regulatory hurdles and evolving ESG policies......