Institutional Investor Profile

Agenta

Private wealth management

Sweden

Last updated on September 19, 2024

Ownership

Assets under management

1,644

USD million

1,540

EUR million equivalent²

Externally managed Asset Classes³

Listed assets

Corporate bondsGovernment bondsPassive BondsEmerging market equitiesPassive equitiesUS equitiesHedge funds

Private assets & alternative investments

No information available

Membership / Signatory

PRI

City

Stockholm

Founded in 2005, Agenta performs advisory services to institutional investors concerning finance and asset management. Clients include authorities, insurance companies, municipalities, regions, foundations, and companies. In addition to its advisory services, Agenta's regulated subsidiary Agenta Investment Management AB manages a number of funds that may include listed investments as well as externally managed funds. The strategies include: Agenta Räntor (fixed income), Agenta Alternativa Räntor (alternative fixed income; fund of funds), Agenta Alternativa Investeringar (alternative investments; fund of funds), Agenta Globala Aktier (global equities), Agenta Svenska Aktier (swedish equities), Agenta Tillväxtmarknader (emerging markets).

https://www.agenta.se/

https://www.agenta.se/ansvarsfulla-investeringar

Interviews

Agenta’s New CEO: Sustainably Pragmatic

Stockholm (NordSIP) - At the beginning of March, Ylva Schullström joined Agenta Investment Management as CEO, stepping up...

As of December 31, 2022 for Agenta Investment Management AB; excludes assets under advisory - Source: PRI transparency report

² Converted to EUR as of the date of the AUM - Source: XE Historical exchange rates

³ Asset classes where the organisation has selected or is in the process of selecting external managers. The organisation may not be currently seeking additional mandates in those asset classes.

IMPORTANT INFORMATION: The information provided herein is targeted at professional investors only and should not be construed as marketing information. All information displayed is based on public information and/or provided by the company. NordSIP and its publisher Big Green Tree Media do not guarantee the accuracy of the data nor bear any responsibility in relation to the use of the data provided herein.

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