„Wir arbeiten bereits seit Langem erfolgreich mit PenSam zusammen und verwalten für den Pensionsfonds eine Reihe von regionalen Strategien im Bereich Aktienrisikoprämien. Die Art der Zusammenarbeit hat sich dabei kontinuierlich weiterentwickelt, und wir haben uns nun darauf geeinigt, die bestehenden Mandate in ein globales Mandat für Aktienrisikoprämien zu überführen, das auch das Risiko durch den Klimawandel adressiert“, sagt Anders Madsen, Leiter Institutional & Wholesale Distribution in Nordeuropa bei Nordea Asset Management.    

Das Investmentmandat folgt PenSams Strategie, die Aktien-Benchmark auf den MSCI ACWI Climate Change Index umzustellen und gleichzeitig bei der Portfoliokonstruktion einen Risikoprämien-Ansatz beizubehalten.

„Mit der Umstellung der bestehenden Mandate auf das neue globale Mandat erreichen wir gleich mehrere wichtige Punkte. Das neue Mandat ermöglicht uns ein Engagement in Aktienrisikoprämien und trägt zugleich zum Erreichen jener Ziele bei, die sich PenSam in Bezug auf Klima und Nachhaltigkeit gesetzt hat“, sagt Claus Jørgensen, Chief Investment Officer von PenSam. „Wir freuen uns auf die weitere Zusammenarbeit mit Nordea Asset Management, den wir als einen führenden nordischen und internationalen Vermögensverwalter mit starker Expertise sowohl bei Aktienrisikoprämien als auch im Bereich ESG kennengelernt haben.“

Nordea Asset Management hat bereits eine Reihe von Investmentmandaten führender institutioneller Investoren mit Schwerpunkt auf ESG- und Klimazielen gewinnen können. 

„Wir engagieren uns seit vielen Jahren im Bereich verantwortungsbewusster und nachhaltiger Investments – sowohl in Form traditioneller, fundamentaler Investmentansätze als auch im Rahmen quantitativer, risikoprämienorientierter Strategien“, sagt Anders Madsen. „Das ermöglicht es uns, unsere Expertise und unsere Produkte in diesem schnell wachsenden Bereich anzubieten.“

Nordea Asset Management (NAM) ist mit einem verwalteten Vermögen von 223 Milliarden Euro der größte Vermögensverwalter der nordischen Region (Stand: 30.06.2020). Im Juni verlieh Environmental Finance Nordea Asset Management die Auszeichnung „ESG Engagement Initiative of the Year“ für seinen Beitrag zur Reduzierung der Umweltverschmutzung durch Arzneimittel.  

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