{"id":15,"date":"2024-07-31T12:51:06","date_gmt":"2024-07-31T12:51:06","guid":{"rendered":"https:\/\/development.klingit.com\/finserve-core\/?page_id=15"},"modified":"2026-06-29T13:26:35","modified_gmt":"2026-06-29T11:26:35","slug":"sustainability","status":"publish","type":"page","link":"https:\/\/finserve.se\/en\/hallbarhet\/","title":{"rendered":"Sustainability"},"content":{"rendered":"
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Responsible Investments & Sustainability<\/h2>\n\n\n\n

Sustainability risks mean an environmental, social or governance-related event or condition that, if it occurs, could cause an actual or potential negative impact on the value of the investment or society. For us, therefore, a responsible investment, regardless of management profile, means one that, in addition to financial returns, also takes into account the associated sustainability risks. Therefore, sustainability risks are integrated into all our funds' investment decision processes.<\/p>\n<\/div>\n<\/div><\/div><\/div>\n\n\n\n

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Jump to a specific section<\/p>\n\n\n\n

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Durability risk<\/a><\/div>\n\n\n\n
SFDR 2019\/2088<\/a><\/div>\n\n\n\n
Shareholders' commitment<\/a><\/div>\n\n\n\n
Refund Policy<\/a><\/div>\n\n\n\n
Codes of conduct<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n
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Integration of sustainability risks<\/strong><\/h2>\n\n\n\n


Read more about Finserves Nordic's handling of responsible investments, as well as the integration of sustainability risks in\u00a0Finserve Nordic's policy for responsible investments<\/a>.<\/p>\n\n\n\n

Based on the requirements of the European Union Regulation 2019\/2088, there is further description of the funds' integration of sustainability risks and strategy described in the respective information brochure. <\/p>\n<\/div>\n\n\n\n

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In order to effectively manage the integration of sustainability risks in the ongoing management, the board of Finserve has adopted a Policy for the integration of sustainability risks that all funds under Finserve's management must follow. In addition to guidance for investment professionals regarding Finserve's responsible investment process, the policy contains a list of exceptions. The purpose of this is to ensure that investments do not take place in companies and industries that Finserve considers to be in direct conflict with the sustainability commitment adopted by Finserve's board.<\/p>\n<\/div>\n<\/div>\n\n\n\n

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We exclude companies involved in products and services in controversial weapons (cluster weapons, anti-personnel landmines, biological weapons, chemical weapons), tobacco, pornography, coal and uranium mining. The funds also exclude companies that violate international conventions and are subject to international sanctions. Even companies whose operations do not fall under the exception list can pose sustainability risks. These may, but do not have to be decisive for which investments are selected in each fund, given that they are compatible with the individual fund's information.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n

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NEGATIVE CONSEQUENCES OF INVESTMENT DECISIONS FOR SUSTAINABILITY FACTORS<\/p>\n\n\n\n

Finserve is a management company with several innovative funds. All with a clear management profile in the interest and equity area. The fund offering spans several investment strategies and geographies and thus has relatively different sustainability risks. The ability to consider in each investment decision whether the investment's main negative consequences for sustainability factors such as environmental, social and personnel-related issues, business ethics, respect for human rights and the fight against corruption and bribery therefore differ between the funds.
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Learn more about how Finserve integrates key negative impacts into sustainability factors.<\/strong><\/a><\/div>\n<\/div>\n\n\n \n\n\n\n\n\n\n\n\n\n\n\n\n\n<\/svg>\n<\/a>\n<\/div>\n<\/div>\n\n\n\n
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Ordinance on publication of sustainable finance 2019\/2088<\/h2>\n<\/div>\n\n\n\n
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The SFDR was introduced to increase transparency, publish sustainability information at company or product level and classify products based on its ambition and strategy for sustainable investments<\/p>\n<\/div>\n\n\n\n

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Dark green \u2013 Art.9<\/strong><\/h3>\n\n\n\n

Funds with sustainability as a goal (Article 9)<\/p>\n\n\n\n

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Light green \u2013 Art.8<\/strong><\/h3>\n\n\n\n

Funds that promote, among other things, environmental or social characteristics, or a combination of these characteristics, but do not have it as an objective (Article 8)<\/p>\n\n\n\n

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Others \u2013 Art.6<\/strong><\/h3>\n\n\n\n

Funds that either integrate sustainability risks into their investment decision processes or not.<\/p>\n\n\n\n

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Shareholders' commitment<\/h2>\n\n\n\n

Based on the requirements of Regulation 2019\/2088\/EU and, where applicable, further described in the relevant funds' PAI statement.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n

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Refund Policy<\/h2>\n\n\n\n

Read more about our compensation principles on the Important information page.<\/p>\n\n\n\n

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Important information<\/a><\/div>\n<\/div>\n<\/div>\n\n\n\n
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Codes of conduct and international standards<\/h2>\n<\/div>\n\n\n\n
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Finserve is a signatory to the UN Principles for Responsible Investment (UN PRI), the world's largest cooperative body for responsible investment. The fact that Finserve is a signatory also means that all funds under Finserve's management are obliged to incorporate PRI's six principles for responsible investments. The agreement is not binding, but by signing the principles, Finserve has committed to the means to incorporate and implement the ESG aspects (Environmental, Social and Corporate Governance) in the daily work and in the investments.<\/p>\n<\/div>\n\n\n\n