(Swesif's Sustainability Declaration for Funds)
HP was created back in 2011 and has since been further developed with the aim of meeting the needs of fund savers and the general public to obtain information about, and be able to compare how funds apply sustainability criteria in a simple and clear way, and to describe how fund companies work with sustainable and responsible investments in their management.
In the future, the ambition is to make it compatible with the standardised template that fund companies already use with distributors, EET (European ESG Template). We have already started work on how we can best implement this and/or automate parts of the information upload to HP. If you would like to get involved in the work, you are welcome to contact someone in the Sustainability Profile project group.
Contact details can be found below:
- Edson Fonseca, Sustainability Profile project team Edson.email@example.com
- Cecilia Cisana, Sustainability Profile project group Cecilia.Cisana@sustainalytics.com
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
For support please contact Digia here.