Watch the Triple Ps

    Stockholm (NordSIP) – Anette Andersson works at SEB Investment as ESG Investment Specialist. She worked in the financial industry for more than 25 years and ten years of those as a Portfolio Manager for SEB’s ethical/sustainable equity funds.

    Consider the World’s Business Plan

    “When ‘People, Profit and Planet’ are all included in the valuation, that’s what I call sustainable investing. Firstly, evaluate if the company is aware and is mitigating their most critical sustainable risks. Secondly, see if it’s working towards the Sustainable Development Goals as they are the ‘World’s business-plan’. And the commitment from management is crucial regardless how far the company is on its sustainability journey. It was interesting to see that BlackRock is asking how companies contribute to society ‘To prosper over time, every company must not only deliver financial performance but also show how it makes a positive contribution to society.’”

    Don’t confuse ethical and sustainable

    “When I started looking into sustainable investing some 15 years ago my investment process included sustainability factors and was looked upon as odd. I loved it when I found investment opportunities that others missed. Today integration is becoming more common. I still find it frustrating that ‘ethical’ and ‘sustainable’ get mixed up and that the perception is that sustainable investments have less returns than other investments.”

    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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