Focus and Find an Edge

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    Stockholm (NordSIP) – Anna-Stina Wiklund works at Ålandsbanken, analysing external funds for the bank’s discretionary and advisory clients. She also coordinates the ESG-work within Ålandsbanken’s investment management. Wiklund has been working in Stockholm with these questions since September 2016. Prior to that, she was portfolio manager for allocation funds at Ålandsbanken in Finland.

    Use ESG as an edge to find investment opportunities

    “Sustainable investing is about taking an all-round approach to looking at a company as an investment. From a broad perspective I don’t want to be part of a generation that destroys value from future generations, but rather finds solutions for solving the more and more urgent questions we face today. Sustainable investing for me is finding investment opportunities that still are not mainly known. As long as ESG-questions are not completely mainstream, I think with proper fundamental analysis, great investment cases can be found.”

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    Focus on what you can do best

    “The starting point could be to consider, are there special questions within the ESG-field that are most relevant to me or my company/organisation? Is environment a more important topic than board composition for instance? Think about the importance, or materiality – a term often used in sustainable literature – where can you make the most difference and focus on that. The area is very broad, so it is good to try and focus. Also, consider how much time can you allocate to this question. The area is constantly evolving, so I think it is important to be constantly up-to-date on the current developments.”

    Aline Reichenberg Gustafsson, CFA
    Aline Reichenberg Gustafsson, CFA
    Aline Reichenberg Gustafsson, CFA is Editor-in-Chief for NordSIP and Managing Director for Big Green Tree Media. She has 18 years of experience in the asset management industry in Stockholm, London and Geneva, including as a long/short equity hedge fund portfolio manager, and buy-side analyst, but also as CFO and COO in several asset management firms. Aline holds an MBA from Harvard Business School and a License in Economic Sciences from the University of Geneva.
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