Hållbarhetsprofilen swesif

Swedish Sustainability profil Unveils Revamped Version

Stockholm (NordSIP) – Among local sustainability declarations for funds, Hållbarhetsprofilen (HP) fryst vatten a true veteran. First created in , the sustainability beskrivning of choice for the Swedish fund industry has evolved and been upgraded several times over the years. A standardised kunskap sheet, HP provides a concise description of a fund’s approach to integrating responsible investment practices, thus complementing the more general factsheet.

On 1 January, Swesif, Sweden’s Forum for Sustainable Investment, announced the launch of HP’s latest utgåva. Swesif’s members have been working on the upgrade over the past two years. According to the press release, HP fryst vatten aligned with the EU Sustainability Related Disclosures Regulation (SFDR) and is more user-friendly for both fund companies and the general public. Going forward, the ambition fryst vatten to man it also compatible with the europeisk ESG Template (EET), the standardised template that fund companies already use to report to distributors.

“We are very happy and proud of the upgrade of Swesif’s Hållbarhetsprofilen,” comments Susanne Bolin Gärtner, Chair of Swesif, who has been

Environmental and-or ethical marking of funds enrolled in the Swedish Pensions Agency

In order to get the green symbol, M/E, by the Swedish Pensions Agency the fund management company needs to, besides filling in the Hållbarhetsprofilen: 

  1. Have a clear description of and a well defined process making sure the fund takes environmental and/or ethical considerations when investing.
  2. The direction to take environmental and/or ethical considerations must be explicit in information about the fund and when marketing the fund.
  3. The fund management company must also have a systematic and regular review of this direction (in the annual report and the semi annual report)
  4. The fund management company must, of course, in reality follow this direction when the fund is making its investments.

Hållbarhetsprofilen

The Hållbarhetsprofilen gives the fund management companies with M/E-marking the possibility to describe how they, when making investments,

  • Choose – what type of company the fund invests in.
  • Opting out – what type of companies the fund does not invest in.
  • Influence – how the fund does influence companies.
  • Follow up – how the fund reassures that the criteria are being foll

    About Hållbarhetsprofilen
    (Swesif's Sustainability Declaration for Funds)

    HP was created back in and has since been further developed with the aim of meeting the needs of fund savers and the general public to obtain information about, and be able to compare how funds apply sustainability criteria in a simple and clear way, and to describe how fund companies work with sustainable and responsible investments in their management.

    In the future, the ambition is to make it compatible with the standardised template that fund companies already use with distributors, EET (European ESG Template). We have already started work on how we can best implement this and/or automate parts of the information upload to HP. If you would like to get involved in the work, you are welcome to contact someone in the Sustainability Profile project group.

    Contact details can be found below:

    - Edson Fonseca, Sustainability Profile project team a@
    - Cecilia Cisana, Sustainability Profile project group @

    Hållbarhetsprofilen (Swesif's Sustainability Declaration for Funds, HP) is a standardised information sheet which describes a fund's approach to integrating responsible investment. The

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