Sweden has, for many years, been a frontrunner in terms of SRI. The total amount of SRI assets in Sweden has grown continuously during the last years and at present amounts to more than €300 billion. The SRI market in Sweden is dominated by ethical exclusion and engagement. Historically, the Swedish state pension buffer funds, the AP funds, have held a leading position as a role model in the Swedish SRI market. Today other organisations, such as the Church of Sweden, Folksam and Mistra are also seen as role models by many organisations.
Currently, most of the institutions with managed assets of at least €100 million apply SRI, at least to some extent. The employment of dedicated SRI consultants is also becoming common in this category.
Some facts about the Swedish market (as of 31/12/2009)*:
- SRI Market Size: €216.6 billion for Core SRI, €88.9 billion for broad
- Influential actor: AP funds, Church of Sweden, Folksam, Mistra
- Leading Strategies: Norms-based screening, Best-in-Class, simple screening, engagement
- Legal Milestones:
- SIF (yes/no): Yes, Swesif
For more information on SRI in Sweden please visit: www.swesif.org
Download the Swedish section of Eurosif's European SRI Study 2010.
