Investment process

Our investment process emphasizes research-based decision-making, lowering risk and maximizing resources to ensure long-term capital appreciation for our fund holders. We believe the best way to do this is by working in teams, sharing information and combining a macroeconomic perspective with a company-specific view. We call it a combination of a “top down” and “bottom up” investment style.

Swedbank Robur’s investment funds and asset management activities are certified in accordance with the Global Investment Performance Standard (GIPS).

Swedbank Robur is committed to socially responsible investments (SRI). The aim of our Robur Ethica fund family is to offer our customers the opportunity to invest in companies that show in a credible manner that they can handle their social, ethical and environmental risks. We do not invest in companies that do not clearly show their willingness to assume such a responsibility. We also look for companies that are capable of realizing the commercial potenti-al of adopting a responsible approach, and which drive development forward. Through analysis and dialog, we aim to actively support companies in their development toward a more responsible and sustainable enterprise.

Our commitment manifests itself in several ways:

* Analysis work in dialog with the companies, often at a high level within the company.
* We promote the best companies and publicize those we regard as good examples in the industry.
* We conduct an engagement dialog with those companies that we see have the will and potential to improve.
* We initiate a constructive dialog with companies that are deficient in critical areas.