EN 
SE Our strategies are designed to complement institutional portfolios where traditional diversification is not enough
Through exposure to life insurance, factoring, small companies and defense, we add sources of return with drivers other than stocks and interest rates, which strengthens the portfolio's robustness over time.
For professional portfolios
Finserve offers actively managed funds designed to complement traditional assets such as government bonds, equities and corporate credit. In environments where these exposures move more in concert at times, the need for alternative drivers becomes clear.
Our strength lies in thinking independently, acting quickly and choosing strategies where we can contribute to tangible returns.
A focused and experienced team
Our portfolios are managed by specialized teams with extensive experience. As an institutional client, you have direct contact with the responsible manager and receive ongoing insight into the investment process. We are an active and accessible partner in your management.
Investment philosophy with a clear function in the portfolio
We work with concentrated and selective investments where each holding has a defined role in the portfolio. The focus is on strategies with:
- Clear risk and return profile
- Low correlation to traditional markets
- Exposure to structural and less efficient segments
- A disciplined selection process with ongoing follow-up
For institutional investors, this means a portfolio where each investment contributes a specific function.
”Of all the things we’ve launched on the platform, we’ve never seen anything like this.”
Stefan Sudra, Head of Unit-linked Insurance at Futur
strong growth as Finserve Global Security Fund. In a
"In the first six months it has received around 800 million kronor"”
Our funds
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Finserve Nordic Factoring Fund
Read more: Finserve Nordic Factoring FundNordic Factoring Fund offers a unique fund product for private investors with exposure to the Nordic market for factoring loans. The fund aims to generate an annual average return of 6+ percent at low market risk. At the same time, the co-variation with other asset classes is expected to be low to non-existent. The fund thus functions as an important building block in a well-diversified portfolio.
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Finserve Global Security Fund
Read more: Finserve Global Security FundFinserve Global Security Fund is an actively managed equity fund with global exposure and a focus on defence, cybersecurity and space. The fund aims to generate long-term returns by investing in companies that benefit from secular structural growth trends in sectors that can benefit from increased geopolitical uncertainty.
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Finserve Micro Cap Fund
Read more: Finserve Micro Cap FundA rules-based fund strategy that invests in genuine Swedish micro-companies listed on the Stockholm Stock Exchange's prestigious main list. Based on historically robust empirical methods, the fund aims to provide a well-balanced portfolio that aims to offer higher risk-adjusted returns compared to the benchmark index (a broad Micro Cap index) and competing funds. We want to diversify your small company/Micro Cap…
