The Week in Green

    Long-termism, ESG & More exclusions

    Stockholm (NordSIP) – Despite another short week in Sweden, news and insights abounded. Our own Kim Hansson brought insights back from a presentation organsied by Swesif, which introduced “Long-Term Perspectives in Investment Analysis”, a research report written in collaboration between Swesif and Hanna Setterberg, PhD, Emma Sjöström, PhD and Gregor Vulturius, MSc from the Stockholm Sustainable Finance Centre (SSFC).

    Lars Erik Mangset, Senior Advisor Responsible Investment at Norwegian pension manager KLP, told us why his organisation decided to ban coal investments and how he is now working in concert with other investors to put pressure on palm oil producers. Meanwhile, AP2 finally jumped on the bandwagon and announced the exclusion of tobacco and nuclear weapon stocks.

    The Nordic Climate Facility (NCF) just opened an application window for innovators in climate-related solutions. The worthy may receive up to half a million Euros for projects in developing countries. “Tackling climate change remains a global urgency, and there is no one-size-fits-all solutions when it comes to addressing climate change mitigation and adaptation,” Emeli Möller, Manager at NCF, told us. We also caught up with Rockefeller Capital Management‘s Chip Montgomery and Casey Clark, CFA in the margins of a recent presentation held in Stockholm and arranged by Archipelago Partners.

    Further south, Per Lindgren, Head of Manager Selection at Skandia Liv Asset Management met with other European fund selectors to discuss the state of ESG investing. Among other points, the group noted the more advanced stage of ESG integration in northern Europe and Australia with North America while southern Europe continues to lag behind. Last but not least, we noticed that the German development bank KfW, successfully issued a three-year SEK 7 billion green bond.

    We hope to see you in Zurich next week at TBLI, definitely one of the best conferences about ESG & impact, where we are holding a workshop on SDG integration in the afternoon of June 12th!

    Enjoy the Nordic sun this weekend, it never lasts…

    Your NordSIP team

    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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