We believe in sound business. Sound entrepreneurship in an efficient capital market provides a solid foundation for economic growth, which is a prerequisite for sustainable development. A development where people and societies can thrive.
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 see the greatest potential for value creation, based on strong conviction. As such, we make thorough analyses that include long-term sustainability matters.
We advise our clients based on their goals, needs, and circumstances, taking their sustainability preferences into account.
We strive to constantly develop, improve and share what we do with our clients to contribute to more value. We seek to broaden our perspectives so that we put our focus where we can make a positive impact.
As active investors, asset managers, and advisors, our mission is to:
Deliver strong returns in our clients’ portfolios. We achieve this from our ability to evaluate performance, assess investment opportunities and make well-informed decisions.
Make successful investments accessible to everyone. It is crucial that we continue to focus on our clients' goals, ambitions, and preferences.
Offer an attractive platform for entrepreneurs in the financial industry. Our committed and dedicated teams working with insight into the entire value chain create an ecosystem for our investors, partners, clients, and employees.
Share innovation, development, knowledge and insights. We succeed when we create new methods, see new opportunities, solve problems, are generous, and humble.
Our investment teams work with a high degree of independence, driven by conviction, strategy, asset class, and geographic market. Through our shared approach:
In our strategy-specific approach, our investment teams focus on specific themes and topics such as e.g., energy transition, renewable energy, corporate governance, gender equality, education, or 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:
Ulrika Hasselgren | ||||
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Chief Sustainability Officer | ||||
| +46 (0)72 402 08 59 ulrika.hasselgren@coeli.se |