Our approach to ESG
Our approach to investment management is "We care about what we leave behind". We assess sustainability risks and opportunities when making investment decisions.
We aim to invest responsibly and contribute to society's well-being and sustainable development through the integration of environmental, social, governance (ESG) criteria into investment analysis and decision-making processes, active engagement in investment management, adverse selection and periodic monitoring.
We integrate sustainability criteria through:
The management company – embedding sustainability risks into investment decision-making processes.
Funds – incorporating environmental and social criteria into investment selection and management.
Since 2017, AB Invalda INVL has signed and supports the Principles for Responsible Investment, promoted by the United Nations.
Responsible investment & Sustainability risk
Sustainability integration in products
| Fund | Information disclosures according to SFDR | Website disclosures (SFDR Art. 10) |
| INVL Renewable Energy Fund I | Art. 9 | Included in the fund documentation provided only to the investors and potential investors |
| INVL Sustainable Timberland and Farmland Fund II (managed under portfolio management delegation agreement) | Art. 8 | Included in the fund documentation provided only to the investors and potential investors |
| INVL Sustainable Timberland and Farmland Fund II – Capital Fund | Art. 8 | Included in the fund documentation provided only to the investors and potential investors |
| INVL Baltic Sea Growth Fund | Art. 8 | Included in the fund documentation provided only to the investors and potential investors |
| INVL Private Equity Fund II | Art. 8 | Included in the fund documentation provided only to the investors and potential investors |
| INVL Private Equity Capital Fund II | Art. 8 | Included in the fund documentation provided only to the investors and potential investors |
| BSGF Salt Invest | Art. 8 | Included in the fund documentation provided only to the investors and potential investors |
| INVL BSGF Co-Invest Fund II | Art. 8 | Included in the fund documentation provided only to the investors and potential investors |
| INVL Baltic Sea Growth Capital Fund | Art. 6 | – |
| INVL Partner Private Equity Fund I | Art. 8 | Included in the fund documentation provided only to the investors and potential investors |
| INVL Partner Power Opportunities Fund | Art. 8 | Included in the fund documentation provided only to the investors and potential investors |
| INVL Baltic Real Estate | Art. 6 | – |
| INVL Technology | Art. 6 | – |
| INVL Brigde Finance | Art. 6 | – |
| INVL Special Opportunities Fund | Art. 6 | – |
| INVL Partner Global Distressed Debt Fund I | Art. 6 | – |
| INVL Partner Global Infrastructure Fund | Art. 6 | – |
| INVL Partner Energy and Infrastructure Fund | Art. 6 | – |
| INVL Partner Global Real Estate Fund I | Art. 6 | – |
| INVL Partner Strategic Lending Fund | Art. 8 | Included in the fund documentation provided only to the investors and potential investors |