(Swesif's Sustainability Declaration for Funds)
Hållbarhetsprofilen (HP) was created in 2011 and then evolved as it underwent two major upgrades. Swesif is currently driving a projekt regarding yet another upgrade of HP.
Since 10 March 2021, the Sustainable Finance Disclosure Regulation (SFDR) stipulates a common sustainability reporting framework for financial products. The new version is part of the process of aligning HP with SFDR and its classifications of Article 6, 8 and 9 funds. The upgrade will also make HP more user-friendly and compatible with the EU’s standardised template (European ESG Template, EET).
The new version of HP will be launched on 1 February 2023. You are welcome to take part in the Release mingle here.
The member representatives engaged in the project are:
Susanne Bolin Gärtner, Danske Bank
Anette Carmelius, Öhman Fonder
Cecilia Cisana, Sustainanalytics
Adam Månsson, MSCI
Oskar Nilsson, MSCI
Karl Marthon, PM
Tord Andersson, RVA Consulting
Reporting experts in the Data committee
Jennie Ahrén, Tundrafonder
Edson Fonseca, Schroders
Stine Lehmann Schack, Danske bank
Erik Eklund, Pensionera
Gabriel Lundström, SEB
Anna Östman, Storebrand Fonder
Jalil El Khalifi, ISS-ESG
Senait Asgede, Amundi
Sara Ellsäter, Sustainable Finance Consulting (AMF)
Peter Beckman, Atlant Fonder
Anette Broberg, PM
Erik Larsson, PM
Per Josephson, Harvest advokatbyrå
Emma Olsson, Harvest advokatbyrå
Mikaela Reinhammar, Cederquist Advokatbyrå
More information on the project group's work is available here
More information for current users of HP is available here
Hållbarhetsprofilen (Swesif's Sustainability Declaration for Funds, HP) is a standardised information sheet which describes a fund's approach to integrating responsible investment. The HP complements the fund's factsheet.
HP's purpose is to meet the needs of fund investors and the general public for easy and transparent information on how funds apply sustainability criteria in their management. It also enables comparability between funds.
HP is a self-declaration; the information in the document is filled in by the fund companies and is neither reviewed nor approved by Swesif. Swesif is only responsible for HP's format and guidelines.
Hållbarhetsprofilen is not a certification, label or quality stamp. It should only be seen as an information standard that allows fund companies to report how their funds take into account sustainability in an industry-uniform way.
All the completed Hållbarhetsprofilen fund declarations are assembled on Hållbarhetsprofilen's website. The profiles are also available on several fund platforms.
To join Hållbarhetsprofilen and to complete Sustainability Declarations for your funds, a contract must be concluded with Digia to access the service. Digia is the system provider responsible for all technical management and support related to Hållbarhetsprofilen for the fund management firms, the fund platforms and the pension authority.
This solution is financed by the fund management firms through a monthly licensing fee. The fee varies depending on the number of funds that are reported on the Hållbarhetprofilen platform, as follows:
1-5 funds reported: 750 SEK per month
>5 funds reported: 1 500 kr per month.
The fee does not depend on the frequency of information updates.
For the documents in Swedish, please refer to the page in Swedish
If you would like to join Hållbarhetsprofilen and complete a contract or if you have questions about this process, please contact Digia: Björn Temin or Bengt Rodehav.
Frequently asked questions are answered here (in Swedish). For additional questions, please contact Swesif's secretariat.
For support please contact Digia here.