Sweden

About two thirds of financial assets in the Swedish market are subject to some sort of ethical or sustainability criteria*. Historically, the state pension buffer funds, the AP funds, and notably the 7th AP fund, were leaders in developing and adopting norms-based screening. Norms-based screening has since become a common practice within institutional investing in Sweden.

Some facts about the Swedish market (as of 31/12/2007)*:

  • SRI Market Size: €134.3 billion for Core SRI, €56.8 billion for broad
  • Influential actor: AP funds and other large institutional investors
  • Leading Strategies: Norms-based screening, engagement & Best-in-Class
  • Legal Milestones:
  • SIF (yes/no): Yes, Swesif

For more information on SRI in Sweden please visit: www.swesif.org

Or download the Swedish section of Eurosif's European SRI Study 2008

* Swesif SRI market study 2008