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Investment philosophy

Spontaneous meeting in office between two business women

By carefully balancing risks and rewards, we strive to give our clients the highest possible risk-adjusted returns.

At the core of our activities is an active investment philosophy, based on fundamental analysis and with focus on portfolio risk control. All of our funds and asset management mandates are certified in accordance with the Global Investment Performance Standard (GIPS).

We strongly believe that a disciplined and structured approach to asset management is the best way to both safeguard and grow capital. It is an approach that has also been confirmed by independent rating agencies such as Morningstar and Lipper, which give us top marks for delivering results.

Teamwork supports continuity

Our asset management organization is built up in teams since we strongly believe that teamwork encourage continuity and long-term thinking. As one of Scandinavia’s largest asset managers, we have the right level of resources to in depth monitor the development of the world’s equities and fixed income markets. Our strong in-house analysis contributes to enhance the investment decisions.

Swedbank Robur is deeply engaged in sustainability issues and we have a dedicated sustainability team. The policy for responsible investments applies to all our mutual funds.

Investment process

Our investment process emphasizes research-based decision-making with controlling risk to ensure long-term capital appreciation for our clients.

Each team within the different asset classes employs its own investment process within the framework of our investment philosophy – active investing with controlled risk. This is done in a disciplined, team-based environment in which active positions are taken to create higher returns. We aim to deliver alpha both through risk management and by increasing the Active Share.

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