We prefer to talk about sustainable value creation rather than treating sustainability as a standalone topic. By exercising active ownership, committing our own equity at risk, and entering into carefully selected partnerships, we support the companies in which we invest. An efficient capital market that rewards sound business practices is the key to economic growth – growth that enables people and communities to develop, contribute, and flourish – while giving our clients competitive returns and ensuring their capital makes a genuine difference.
In this report, we explore sustainability from an investment perspective. As active investors, we want to share our view of sustainability with a focus on value creation, beliefs and strategies. We want to be thorough, broaden our perspectives and focus on key metrics relevant to each investment strategy and asset class that we believe can create value and make a difference.
We invest where we can generate the greatest long-term value – for clients, companies, and society – drawing on our own convictions, in-depth analysis, and a clear assessment of each company’s sustainability and impact potential.
We advise our clients according to their goals, needs, and circumstances, integrating their sustainability preferences into every investment and recommendation.
We continuously develop, refine, and share the practices that create the most value. By broadening our perspectives and concentrating our efforts where they have the greatest value, we deliver both competitive returns and positive societal benefit.
As an active investor, asset manager, and adviser, our mission is to:
Deliver strong risk-adjusted returns in our clients’ portfolios – through well-grounded investment decisions that weigh both financial factors and each company’s sustainability and impact potential.
Make successful investments accessible to everyone – always placing clients’ goals, ambitions, risk tolerance, and sustainability preferences at the centre.
Serve as an attractive platform for entrepreneurship in finance – where committed teams, aligned incentives, and clear processes create an ecosystem of value for investors, partners, clients, and employees.
Share innovation, development, knowledge, and insights – to identify opportunities, solve problems, and accelerate the sustainable transition for the benefit of clients and society alike.
As active investors and asset managers, we work with a high degree of independence, guided by conviction, investment philosophy, asset class, and geographic market. What unites us is that we:
Incorporate material sustainability factors and financial key metrics into every analysis and investment decision, setting clear objectives and tracking the impact we seek to achieve.
Engage actively with portfolio companies through dialogue, advocacy, and voting – aiming to accelerate sustainable value creation.
Exclude investments in controversial weapons prohibited under international conventions and avoid business models that conflict with our core principles.
Beyond this common foundation, our managers pursue distinct themes and focus areas – such as the energy transition, renewable energy, corporate governance, gender equality, education, and water supply.
Our Sustainable Investing Policy applies to all our investment teams. The framework contains our Shared approach, each team’s Strategy-specific approach, and our Sustainable Investing Council.
We continuously work to develop, improve, and share our contributions to value creation. We want to widen our perspectives so that we focus on the areas where we can contribute the most.
Coeli’s investment teams addresses critical issues concerning sustainable investments, trends, developments, initiatives, and collaborations.
A collaboration between Coeli’s employees with purpose to strengthen our organization and sound business practices, as well as discuss how we can contribute to our society.
Value creating collaborations contributing to increasing knowledge and competence.
Coeli is a member of the following networks and initiatives:
Simon Park | ||||
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Chief Sustainability Officer | ||||
simon.park@coeli.se |