Sustainability

The Delphi Funds comply with Storebrand's standard for sustainable investments. In practice, there are three areas in which sustainability is an integral part of our investment decisions.

Firstly, we exclude companies that breach Storebrand exclusion policy through, for example, climate or environmental damage or corruption.

Exclusion criteria:

Serious climate or environmental damage
International law and human rights
Corruption and economic crime
The production of tobacco or controversial weapons
A low sustainability rating in a high-risk industry

Secondly, we have access to data from Storebrand's sustainability analyses and a company score of 1-100 is integrated into our portfolio-management tool. A score of less than 25 indicates a need for further investigation. In such case, the manager can discuss the reasons for this rating with the sustainability team and take this into account in the investment decision.

Thirdly, our own fundamental analysis touches on a number of sustainability-related issues relating to the way in which the companies operate.

In total, these three areas have contributed to the various Delphi Funds regularly achieving a high score in Storebrand's sustainability assessment.

Sustainable Finance Disclosure Regulation (SFDR)

As the EU has committed itself to to be carbon neutral by 2050, it will require a change in European society and its economy - and it will also affect how fund companies communicate about sustainability.