INSIDE NORDEA 19
„ Our range of ESG-aligned STARS strategies contains all the building blocks needed for distributors and advisers to construct sustainable portfolios.
Point In Case: The Nordea 1 – North American Stars Equity Fund About the ESG STARS strategies Nordea’s ESG STARS funds seek to find tomorrow’s winners and pursue three key objectives: Beat the benchmark 3 Invest in assets living up to Nordea’s ESG standards Create lasting impact
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The Nordea 1 – North American Stars Equity Fund's investment approach is founded on Nordea’s steadfast belief in ESG as a key driver of alpha generation. North America is just at the start of its ESG journey, which means the companies more advanced in the transition have a major competitive advantage. NAM’s investment experts expect ESG to be a key factor in differentiating winners from losers in the years ahead. Net-zero aligned In addition to full ESG integration within the fund’s stock selection process, our Nordea 1 – North American Stars Equity Fund – like all of NAM’s equity ESG STARS strategies – already has lower carbon emissions than its benchmark and its investment approach will continue to drive them down further. By meeting its own net-zero targets, this fund could be an interesting solution for clients who are, themselves, moving towards net zero. “We believe we must be pragmatic in order to drive change, which is why we do not simply exclude sectors like energy, the largest contributor to global greenhouse gas emissions,” says Paul Malpas. “Our Paris-Aligned Fossil Fuel list identifies companies with targets aligned to <2°C, enabling us to stay invested in and engage with companies accelerating the transition to clean energy. As a result of our process, CO 2 emissions for the Nordea 1 – North American Stars Equity Fund are 28% lower than the benchmark 4 and will continue to fall.” MiFID-eligible: sustainable investments and Principal Adverse Impacts (PAI) The Nordea 1 – North American Stars Equity Fund has committed to a minimum proportion of 50% in sustainable investments as defined by the SFDR. Through this commitment and through its consideration of PAI data, the fund is eligible to be offered to clients with sustainable preferences under the recent changes to MiFID II. 3 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. 4 Data as of 30.06.2022. Sources: Nordea Investment Funds S.A. and MSCI. ©2022 MSCI ESG Research LLC. Reproduced by per- mission. Data based on the Weighted Average Carbon Intensity (tCO2e/USD million of sales). Benchmark used: MSCI All Country World - NR Index.
ISSUE 02.2022
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