Responsible Investment approach
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BetaPlus Enhanced Sustainable Strategies NAM's BetaPlus Enhanced Sustainable Equity Strategies are active and cost-effective long-only solutions aiming to deliver con- sistent excess returns, limited active risk, and very strong ESG features. The strategies employ a proprietary quantitative, multi-factor framework that capitalizes on market inefficiencies with the aim to generate alpha. By systematically identifying the most effective factors across various market segments, BetaPlus Enhanced Sus- tainable Equity Strategies construct portfolios aimed at outperforming traditional market-cap weighted indices while integrating rigorous ESG criteria, including extensive exclusions and decarbonization targets, without necessitating benchmark changes. This approach enables valuable sustainability outcomes while pursuing consistent excess returns 24 . Managed by a team with over 15 years of experience and more than €60 billion in assets under management 25 , the strategies have established themselves in the enhanced index solutions space. In an investment landscape increasingly dominated by pas- sive strategies, they provide a sophisticated active alternative that combines the benefits of broad market exposure with the potential for outperformance and integration of sustainability features 24 . Our Sustainable Thematic solutions – Building a better future We also offer a range of thematic strategies that focus on specific sustainability challenges aligned with the UN's Sustainable Development Goals (SDGs), to tackle the most pressing social and environmental challenges. The climate crisis is one of the greatest challenges of our time. But climate change has many faces, and it cannot be separated from social problems, which are often drivers of environmental issues. Significant economic, societal and institutional changes are needed to combat these challenges. Our thematic solutions are crafted to encompass the full spectrum of these complex issues, providing investors with opportuni- ties to contribute to meaningful change while seeking financial returns 24 . By focusing on specific sustainability themes, we aim to channel capital towards innovative companies and projects that are at the forefront of developing solutions to global challenges, from renewable energy and resource efficiency to sustainable agriculture and social inclusion:
Sustainable Thematic Products
Environment
Environment & Social
Social
Global Climate & Environment Strategy
Global Impact Strategy
Global Social Empowerment Strategy
Investment Themes: Resource Efficiency; Environmental Protection and Alternative Energy
Investment Themes: Strong Communities; Resilient Economy; Livable Planet
Investment Themes: Vital Needs; Inclusion; Empowerment
Global Sustainable Listed Real Assets Strategy
Investment Themes: Environmental Stewardship; Societal Stewardship ; Technological Evolution
24) There can be no warranty that an investment objective, targeted returns and results of an investment structure is achieved. The value of your investment can go up and down, and you could lose some or all of your invested money. 25) Nordea Investment Management AB. Data as of 31.12.2024.
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