Sustainability

Empowering Nordic progress through sustainable investments

As part of our DNA, sustainability thinking improves our ability to create superior, long-run investment returns. Our strategy has been rooted in supporting and nurturing ‘green companies’ within the Nordic region. We continuously work to integrate sustainability in a holistic way in all of our investments.

Sustainability frameworks

Obligo Investment Management is a proactive and sustainability-focused investor, dedicated to achieving measurable environmental and social outcomes across our portfolio companies. We base our sustainability work on the following initiatives and principles.

UN SDGs

The 17 Sustainable Development Goals, a roadmap for sustainable development that recognises the co-dependence of global challenges.

UN PRI

The Principles for Responsible Investment, a global benchmark for promoting sustainable investment by integrating ESG factors into investment and ownership decisions.

UN Global Compact

An initiative for companies to align strategies and operations with universal principles and take actions that advance societal goals.

Impact Management Platform

Defined five dimensions of impact to help measure and manage impact.

Global Impact Investing Network

Benchmarks to gauge the impact performance of investments and metrics to help structure data-driven decisions about investments.

SFDR

Established to reorientate capital flow towards sustainable finance, requiring asset managers to provide transparency on sustainability and imposing mandatory ESG disclosure obligations.

Sustainability in Obligo Investment Management

Obligo’s goal is to contribute to climate change mitigation through reduced GHG emissions. This is achieved by reducing exposure to assets with significant climate and transition risk, and investing in low-carbon, energy efficient climate adaptation opportunities.

Obligo’s social responsibility focuses on how Obligo interacts with and impacts society, covers issues such as employee diversity, health and safety, community engagement, and supply chain management.

Our corporate governance refers to the systems and processes that govern Obligo’s operations, decision making and accountability including factors such as management structure, executive compensation, board diversity and shareholder rights.

Policies

ESG and Responsible Investment Policy

This policy describes Obligo Investment Management’s commitments, procedures and expectations as a responsible and sustainable investor.

Latest UN PRI report

Obligo is a top performer in the UN Principles for Responsible Investment annual sustainability assessment, showcasing our firm commitment to responsible investment practices. We publish the assessment report annually.

Code of Conduct

This document defines the ethical standards that Obligo Group’s employees must respect in their work and in interactions with external parties with the purpose of maintaining and protecting the trustworthiness of the group while also encouraging ethical awareness.

Sustainability report

Released annually, this outlines our performance in the three key pillars of ESG: environmental impact, social responsibility and corporate governance. The purpose is to provide transparency and accountability to our stakeholders, demonstrating our commitment and tracking our progress over the years.

EU Sustainable Finance Disclosure Regulation

Obligo Investment Management is covered by the EU Sustainable Finance Disclosure Regulation. This regulation introduces greater transparency and access to information on sustainability for investors.