The Sustainable Finance Disclosure Regulation (SFDR) serves as a regulatory framework governing financial market participants engaged in creating financial products or providing investment advice. It establishes explicit mandates for the integration of sustainability risks. Through the Disclosure Regulation, the financial sector bears the responsibility of apprising clients and investors about the incorporation of diverse sustainability factors into investment choices and advisory procedures.
At Carnegie, we are deeply committed to maintaining transparency in our approach to handling sustainability risks and their integration into our operations. Our primary goal is to aid our clients in making informed and sustainable choices. Principal Adverse Impacts (PAI) encompass the detrimental effects of business operations on sustainable development. The purpose behind emphasizing PAIs lies in illustrating to both current and potential investors how their investment decisions, facilitated by financial market participants, could potentially exert unfavorable influences on sustainable developmet.
Reports from 2023
Carnegie Holding AB (Carnegie Group) Principal Adverse Impacts (PAI) report 2023 (english)
Carnegie Fonder AB Principal Adverse Impacts (PAI) report 2023 (svenska)
Holberg Fondsforvaltning AS Principal Adverse Impacts (PAI) report 2023 (english)
Reports form 2022
Carnegie Holding AB (Carnegie Group) Principal Adverse Impacts (PAI) report 2022 (english)
Carnegie Holding AB (Carnegie Group) Principal Adverse Impacts (PAI) report 30 2022 (svenska)
Carnegie Fonder AB Principal Adverse Impacts (PAI) report 2022 (svenska)
Holberg Fondsforvaltning AS Principal Adverse Impacts (PAI) report (english)