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
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.
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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.