The new law and the new fund agreements put emphasis on sustainability and on investment processes with an integrated sustainability perspective, where active ownership is practiced. An evaluation will determine how well the investment philosophy is adapted to sustainability and how integrated the ESG dimensions are in the process, what resources the fund manager has dedicated to sustainability work as well as how this is reflected in the results.
The legislation states that the fund agreements should contain terms and conditions stating that the assets should be managed in an exemplary manner with regards to sustainability.
Sustainability will be evaluated throughout the procurement process. The minimum requirements, or the qualification criteria within sustainability, will apply to all funds on the platform. The individual saver has the final decision to choose between funds of different sustainability levels, however with a high base level on the platform.
An extensive work of forming a sustainability strategy for the fund platform is underway. The sustainability strategy will be communicated as soon as possible.