Javiera Ragnartz

SEB Funds aims to develop their capabilities by technology driven innovation and a sustainable approach to investments. The firm’s equity management is characterized by in-depth fundamental analysis combined with sophisticated and modern methods. The investment teams uses both traditional stock picking processes and quantitative processes for their various products but shares common investment beliefs and core values. SEB IM’s fixed income management is characterized by fundamental macro and credit analysis supported by solid quantitative analysis. For multi management, the investment process is fundamentally based on continuous market analysis and extensive experience. However, quantitative supporting tools are a natural part of the investment process in the screening process, analysis process and portfolio construction.

HBF utilizes active strategies that aim to deliver yields that outperform the index over the long-term. For equity management, every active position is based on fundamental analysis in their proprietary model for company evaluations. Within active fund management, the firm works with several investment processes: Allocation, Theme-based, Selective, Small-caps and Fixed income. The investment process for each product requires the fund manager responsible for the portfolio to take several investment decisions. With each investment decision the fund manager is responsible for ensuring that the decision concurs with the objective, investment strategy and risk mandate for the fund/discretionary mandate in question.

AMF-IM is an active, long-term manager which offers occupational pension schemes either as traditional life insurance or as unit-linked insurance. Traditional insurance is a safe and simple pension saving with a guarantee where the AMF-IM manages the administration. The firm invests in Swedish and foreign equities, interest-bearing assets, real estate and alternative assets such as wind power plants. They strive to invest in the most sustainable companies in each industry, as they believe that these companies can make client’s pension grow most in the long-term. In unit-linked insurance, the client can choose which funds they want the money to invest in.