Handelsbanken Wealth & Asset Management

Description

At Handelsbanken Wealth & Asset Management, we offer a range of global multi asset funds designed to appeal to investors with varying risk/return objectives. The funds aim to deliver financial returns to our customers over the long term. Our fund range includes four responsible funds, which are actively managed within the same investment process as our core funds, with the responsible credentials of a potential investment being assessed against our Responsible Investment Policy. All investments are tested against the policy’s criteria by our Responsible Investment Committee. The full policy is available here.

Approach

Our approach to responsible investing is to pursue investment in companies, sectors and countries that demonstrate a positive influence on environmental and/or social themes. At the same time, we seek to avoid investment in activities that we consider harmful to the environment and/or society. We use a responsible investing framework to assess, select and monitor the third-party managers and issuers of the investments that we select for the responsible funds. The framework comprises four underlying components:

• *  ESG (environmental, social and governance) integration
• *  Negative screening
• *  Pursuing positive environmental and/or social themes
• *  Engagement

All assets held in the responsible funds are subject to our ESG integration assessment and negative screening. Our aim is that at least 70% (65% for the Handelsbanken Defensive Responsible Multi Asset Fund) of the assets within the responsible funds shall meet our criteria for demonstrating positive environmental and/or social themes. As the responsible funds usually invest in funds managed by third-party managers, we assess the engagement processes of those third-party managers, and their engagement with investee companies or issuers.

These funds do not have a UK sustainable investment label.