Our goal is to generate long-term returns for our customers. This requires that we invest in a sustainable and responsible manner. We are convinced that companies that act in a sustainable manner are more profitable in the long run. That is why environmental, social and governance factors are key in our investment process. To contribute to sustainable development, we also work with focus areas and have adopted several voluntary frameworks, such as the UN Global Compact and the UN Principles for Responsible Investment (PRI).
How we work
We integrate sustainability into our investment process by choosing the right company, the right index or the right mutual fund. It depends on the type of asset management.
We exclude companies whose operations are incompatible with our policies or sustainability criteria. We also exclude companies with weak sustainability work, and where we see no possibility to influence this work.
Through dialogue, we influence companies to comply with international norms and conventions. We also adopt a proactive approach to influence companies to improve their work in the field of sustainability, in general or on specific issues.
Sustainability in our investments
As investors, we see opportunities with sustainability and in the 2030 Agenda. Our investment strategies practice exclusion of controversial sectors, but can also work with thematic investments, for example renewable energy, financial inclusion and climate solutions. Within the Nordic markets we have created 44 mutual funds with speciﬁc sustainability criteria. These funds go further to exclude controversial industries in their investment strategies, for example alcohol, tobacco and gambling. The range includes index funds, actively managed funds, fixed income funds and allocation funds with special investment focus.
Operations through the Bank
Nordic mutual fund operations are run in two separate companies, Handelsbanken Fonder and Xact Kapitalförvaltning. We also conduct asset management activities in the UK through Heartwood Investment Management and in the Netherlands through Optimix. Climate reports, in accordance with the recommendations TCFD have been completed for Handelsbanken Fonder, Handelsbanken Liv and Xact Kapitalförvaltning.
Follow our work
Handelsbanken Fonder sustainability and corporate governance report 2018 (pdf 2.9 MB)
Handelsbanken Asset Management climate report (pdf)Opens in a new window
Handelsbanken Liv climate report 2018 (pdf)Opens in a new window
Excluded companies (pdf)
Handelsbanken Fonder voting summary 2018 (pdf)Opens in a new window
Xact Kapitalförvaltning voting summary 2018 (pdf)
Shareholder engagement and responsible investments at Xact Kapitalförvaltning (pdf)Opens in a new window
Responsible investments at Handelsbanken Liv (pdf)Opens in a new window
Sustainability at Handelsbanken Liv (pdf)Opens in a new window