Our vision is to deliver a richer life for our clients
This vision brings with it a responsibility to preserve and develop values for our clients, but also for society as a whole.
Your preferences – your portfolio
All investments have an impact on the planet. This is true whether you invest directly in companies, via index funds or opt for active management. Our principal approach is transition, i.e. we aim to influence companies to implement changes through our investments rather than exclude them entirely from our activities.
Our clients have differing preferences and our task as advisors is to deliver services that are in line with client needs. Consequently, we have recommended investment proposals both for clients who want to invest more in companies with future-oriented solutions and for those who want to take an exclusion approach. Find out more here.
We aim to achieve our goals by investing in the transition process
Formue is investing in transition in order to achieve our own sustainable development goals and those adopted by the UN. This means that our clients’ investments are contributing to the green transition by means of the influence of the managers we invest with. Here’s how we select funds and influence fund managers:
We tailor the portfolio to your preferences
1. For clients who want to accelerate the green transition by investing in companies that are developing new solutions
Most investment portfolios include companies that are involved in tackling the challenges we face, e.g. renewable energy providers, electric car manufacturers or carbon-capture initiatives. However, these make up only a small percentage of global companies. For clients who want an increased share in this type of company, we can recommend selected funds that actively invest in climate solutions in areas such as clean energy, energy efficiency, water purification and sustainable farming.
It is essential to bear in mind that this type of impact fund should not make up too large a proportion of the total portfolio, as focused investment like this concentrates the risk in just a few sectors.
2. For clients who do not want to own shares in companies involved in controversial industries or associated with high emissions
For clients who want a portfolio with lower greenhouse gas emissions today, we can put together one that excludes companies and industries with high emission levels. This generally includes coal and fossil fuels, or other high-emission sectors within industry or transport.
It’s essential to bear in mind that an exclusion approach doesn’t make anything disappear. Many sectors must and do have a plan to adapt.