Top 10 funds Q4 ESG Alignment Matrix

Press Release 21 January 2022

Fundrella’s Q4 ESG Alignment results are out! Congratulations to all Asset Managers with funds that made it to the Top 10 funds.

These are the funds most aligned with investor's ESG preferences across 40+ different ESG parameters covering ESG processes, resources and exclusions. Congratulations:

🌱Danske Bank Asset Management
🌱Handelsbanken Fonder
🌱SEB
🌱NN Investment Partners
🌱Carnegie Fonder
🌱Jupiter Asset Management
🌱Brown Advisory
🌱Wellington Management

Check the update on LinkedIn.

Danske Invest SICAV European Corporate Sustainable Bond continues to rank as no1 best aligned fund with the aggregated ESG preferences of Nordic Investors using Fundrella. Handelsbanken dominates the top 10 list with 7 funds across different exposures, joined by SEB Green Bond and Carnegie Listed Private Equity.

At the top of cross-border funds we find Wellington Global Impact, Jupiter Ecology Diversified and NN (L) Climate & Environment. NN Investment Partners have a total of 6 funds represented in our top 10 list, Brown Advisory has two funds, namely Brown Advisory Global Leaders Sustainable Fund and US Sustainable Growth Fund.

These results are not to be interpreted as investment advice. 

Fundrella´s ESG Alignment Matrix

Asset Managers on Fundrella receive a granular matrix as part of their Quarterly Analytics Report, showing a break-down of the their funds' level of alignment with Nordic professional investors' ESG preferences. 

Methodology

Fundrella does not provide any third-party assessment. Fund companies have categorized their own funds in order to achieve the most correct categorization. We let investors select their individual ESG preferences. The ESG Matrix calculates the % match between investors' preferences and fund companies' ESG features, based on Fundrella’s 40+ ESG parameters, across internal processes as well as exclusions and thresholds. Fundrella’s ESG Alignment Matrix allows asset managers to see how aligned their funds are with the ESG preferences of Fundrella users i.e., professional investors across the Nordics.

Get a 360 of the Nordic ESG landscape - quarterly

Would you like to find out how aligned you are with Nordic professional investors' ESG preferences and requirements?

Would you like to see how your funds are positioned amongst peers in terms of ESG work?

Would you like to find out how shortlisted, guided and unit link funds offered by Nordic distributors are looking in terms of ESG?

Stay updated on the Nordic ESG landscape with Fundrella´s Quarterly Analytics Report that is offered to all fund managers on the platform. Fundrella is happy to provide fund managers who are new to the platform with a preview of the Fundrella Analytics including the Fundrella ESG Alignment Matrix and competitor benchmarking to get a 360 degree understanding of the Nordic ESG landscape. Looking forward to connect! 

Disclaimer

Fundrella has received pre-approval to publish names of asset managers listed in this article. This data is exclusive intellectual property of Fundrella. If used, Fundrella shall be referred to as owner. Fundrella January 2022.