Latest news with #SFDR
Yahoo
4 days ago
- Business
- Yahoo
Prospectus updates
Lysaker, 5 June 2025 The prospectuses have been updated as the document structure between SKAGEN funds and Storebrand funds have been aligned with the latter. There are no material changes, but all prospectuses now follow same structure consisting of: Two fund specific pages (pages 1-2) containing information such as investment objective, benchmark and information about active shareclasses Following six pages (pages 3-8) containing general prospectus information such as unitholders' rights and obligations, subscriptions and redemptions, custodian, tax rules, management company, the Board, outsourcing, etc., and hence, this part is common for all the funds. Following a variable amount of pages (from page 9) containing the fund's articles of association. Finally, follows the fund's SFDR Disclosure, annex II for article 8 funds and annex III for article 9 funds. General updates of the Prospectuses In addition to the above, the Prospectuses have also been subject to general updates, including Board Members and renumerations of the Board and CEO. The Prospectuses can be found herein, or at and RegardsStorebrand Asset Management AS Contacts: Henrik Budde Gantzel, Director, Aasen, Product Manager, fdc@ Fund name and share class Symbol ISIN SKAGEN Focus A SKIFOA NO0010735129 SKAGEN Global A SKIGLO NO0008004009 SKAGEN Kon-Tiki A SKIKON NO0010140502 SKAGEN m2 A SKIM2 NO0010657356 SKAGEN Vekst A SKIVEK NO0008000445 Storebrand Indeks – Alle Markeder A5 STIIAM NO0010841588 Storebrand Indeks – Nye Markeder A5 STIINM NO0010841570 Storebrand Global ESG Plus A5 STIGEP NO0010841604 Storebrand Global Solutions A5 STIGS NO0010841612 Storebrand Global Multifactor A5 STIGM NO0010841596 Storebrand is Norway's largest private asset manager with an AuM of around DKK 900 billion, and a leading Nordic provider of sustainable pensions and savings. The company has been a global pioneer in ESG investing for over 30 years, offering broad and scalable solutions for both institutional and private investors in the Nordic region and other European countries. In Denmark, Storebrand delivers sustainable investment solutions and client value through a multi-boutique platform, with the brands Storebrand Funds, SKAGEN Funds, Cubera Private Equity, Capital Investment and a majority ownership of AIP. Attachments SKAGEN Focus Prospectus_ENG SKAGEN Global Prospectus_ENG SKAGEN Kon-Tiki Prospectus_ENG SKAGEN m2 Prospectus_ENG SKAGEN Vekst Prospectus_ENG Storebrand Global Multifactor Prospectus_ENG Storebrand Global Plus Prospectus_ENG Storebrand Global Solutions Prospectus_ENG Storebrand Indeks - Alle Markeder Prospectus_ENG Storebrand Indeks - Nye Markeder Prospectus_ENG
Associated Press
21-05-2025
- Business
- Associated Press
BlueOnion and Morningstar Sustainalytics Collaborate to Expand Sustainable Investment and Due Diligence Coverage
HONG KONG SAR - Media OutReach Newswire - 21 May 2025 - BlueOnion, an award-winning sustainability analytics platform has collaborated with Morningstar Sustainalytics, one of the world's leading independent sustainability and corporate governance research, ratings and analytics firm to empower banks and asset managers to analyze and visualize sustainability data. This collaboration addresses the growing challenges of greenwashing in sustainable investment products. With the surge in ESG assets and heightened regulatory scrutiny—such as the recent circular issued by the Hong Kong Monetary Authority (HKMA) on the Sale and Distribution of Sustainable Investment Products, the synergistic interplay between BlueOnion's analytics and Morningstar Sustainalytics' data will enhance the financial sector's efforts in meeting compliance requirements in a transparent and fuss free manner. Together, the BlueOnion SFDR product and Morningstar Sustainalytics' data expand coverage to 300,000 mutual funds, ETFs, and 93,000 bond funds, offering broader insights for sustainable investing. The platform standardizes sustainability product measurement, aligns with the EU SFDR, and empowers organizations to analyze ESG performance, assess carbon emissions, avoid controversies, and address climate change—all while meeting regulatory and investor expectations with transparency and confidence. 'Proper due diligence is essential for banks to meet regulatory compliance and for asset managers to build portfolios aligned with global sustainability standards. This process depends on robust data, analytics, and clear visualization. BlueOnion's advanced analytics and visualization capabilities, together with our robust data, bridges a gap in the fixed income asset class and the small to mid-cap coverage. As a turnkey solution, it helps our banking and fund clients save time and costs,' said Nick Cheung, Managing Director of Enterprise Products, Greater China, Morningstar. This collaboration allows clients to seamlessly integrate Morningstar Sustainalytics' data with BlueOnion's existing data and analytics solution on sustainability, offering clients an intuitive solution to tackle challenges in regulatory compliance and sustainability-focused investment strategies. 'We are excited to collaborate with Morningstar to deliver a transformative, turnkey solution that empowers banks and asset managers on their sustainability journey. By combining Morningstar's unparalleled global fund data and analytics expertise with BlueOnion's innovative platform, we provide deeper insights into funds pursuing sustainability integration, transition, and impact through EU taxonomy-related activities. Together, we are elevating industry standards in ESG research, data quality, and transparency, driving meaningful impact and innovation,' said Elsa Pau, Group CEO of BlueOnion. This collaboration exemplifies BlueOnion and Morningstar Sustainalytics's commitment to supporting financial institutions in combating greenwashing, achieving compliance, and advancing the global ESG agenda. Together, they enable clients to uncover actionable insights and drive meaningful progress in sustainable investing. Hashtag: #BlueOnion #MorningstarSustainalytics #SustainableFinance #ESG #Compliance #GreenFinance #AssetManagement #InstitutionalInvesting #Innovation The issuer is solely responsible for the content of this announcement. About BlueOnion BlueOnion is the end-to-end sustainability analytics platform transforming the financial ecosystem. Banks, asset managers, institutional investors, and companies rely on BlueOnion to assess carbon emissions, analyze ESG performance, conduct climate scenario analysis, and build green portfolios. The platform supports sustainability reporting, climate risk management, and compliance with anti-greenwashing regulations, enabling organizations to meet regulatory, investor, and customer expectations. BlueOnion's intuitive tools and data visualizations empower users to drive meaningful decarbonization, enhance transparency, and achieve their sustainability goals responsibly. To learn more, visit About Morningstar Sustainalytics Morningstar Sustainalytics is a leading sustainability data, research, and risk rating service provider. It supports investors in developing responsible investment strategies. With over 30 years of expertise, Sustainalytics helps financial institutions integrate sustainability risk assessments into their investment processes while ensuring compliance with evolving sustainability regulations. Learn more at
Yahoo
21-05-2025
- Business
- Yahoo
SCOR Senior Euro Loans switches to daily liquidity
PRESS RELEASE | May 21st, 2025 N° 01- 2025 SCOR Senior Euro Loans switches to daily liquidity SCOR Investment Partners, the asset management subsidiary of leading reinsurer, SCOR Group, announces changes to its flagship fund of senior secured bank loans (leveraged loans), 1st lien issued in euro, SCOR Senior Euro Loans. With almost 15 years' experience and close to EUR 2 billion in assets under management in leveraged loan portfolios on behalf of institutional investors, SCOR Investment Partners announces that the fund's frequency of net asset value calculation has moved from weekly to daily, offering a more flexible investment solution in the asset class. This change is announced alongside the evolution of the fund's sustainable investment approach. These modifications provide investors with access to leveraged loans, an alternative source of bond diversification, through a daily liquidity fund. Leveraged loans, corporate financing instruments, offer liquidity and price transparency that enable immediate investment without a deployment phase, while benefiting from strict credit documentation to manage credit risk. Investors may therefore immediately be exposed to the market, capturing returns while having the ability to manage their exposure on a daily basis. Based on a best-in-class approach, the fund's sustainability analysis is strengthened by the implementation of minimum sector thresholds, determined according to a proprietary methodology. SCOR Senior Euro Loans is classified as Article 8 under the European Regulation on financial services sector sustainability-related disclosures (SFDR). These changes came into effect on May 19th, 2025. Launched in 2011 and previously named SCOR Sustainable Euro Loans, SCOR Senior Euro Loans has EUR 806 million in assets under management as of March 31st, 2025. Aimed at institutional investors, the fund's objective remains unchanged: to generate a high current yield while preserving capital over the recommended investment period. The fund is managed by a team of nine experts including six credit analysis, led by Rémy Chupin, supported by a team of four sustainable investment analysts. Rémy Chupin, Head of Leveraged Loans at SCOR Investment Partners, commented: 'Growing demand from investors such as CLOs has driven the growth of the European leveraged loan market in recent years, bringing its size and its liquidity features closer to those of the high yield market. These factors contribute to offering an actively managed fund with daily liquidity.' Louis Bourrousse, CEO of SCOR Investment Partners, added: 'I am convinced that our expertise in managing leveraged loans, developed under the leadership of Rémy Chupin since 2011, allows us to offer our institutional clients a liquid solution to diversify their bond allocation. This approach also reaffirms our ambitions in developing our leveraged loan franchise.' - End - CONTACTS SCOR Investment Partners Anne-Laure Mugnier+33 (0) 1 58 44 84 53amugnier@ SHAN Aurore Cantot +33 (0)6 09 96 00 70 scor@ FARNER Nathan Juillerat+41 21 517 67 About SCOR Investment Partners Created in 2008 and accredited by the Autorité des Marches financiers, the French financial market regulatory body, in May 2009 (no. GP09000006), SCOR Investment Partners is the asset management company of the SCOR Group (a leading reinsurer) with offices in Paris, London and Zurich and more than 90 employees. Since 2012, the company has given institutional investors access to some of its investment strategies developed for the SCOR Group. We create value in the alternative fixed income space targeting superior risk-adjusted returns through a holistic risk approach referencing sustainability considerations. The company is structured around three investment platforms: Liquid credit (including High Yield bonds and Leveraged Loans strategies), Real asset financing (including Infrastructure Loans and Real Estate Loans strategies) and Insurance-Linked Securities (ILS). Our assets under management or advised reached EUR 21.9 billion in December 2024, including EUR 8.2 billion from external investors (undrawn commitments included). Visit the SCOR Investment Partners website at: This advertising communication, intended exclusively for journalists and professionals of the press and media, is produced for informational purposes only and should not be construed as an offer, solicitation, invitation, or recommendation to purchase any service or investment product. Before making any final investment decision, you must read all regulatory documents of the Fund, available free of charge upon request, from the Sales & Marketing team of SCOR Investment Partners SE. All content published by the SCOR group since January 1, 2024, is certified with Wiztrust. You can check the authenticity of this content at Attachment SCOR IP_PR_2025 05_SSEL_VF WiztrustSign in to access your portfolio
The Sun
21-05-2025
- Business
- The Sun
BlueOnion and Morningstar Sustainalytics Collaborate to Expand Sustainable Investment and Due Diligence Coverage
HONG KONG SAR - Media OutReach Newswire - 21 May 2025 - BlueOnion, an award-winning sustainability analytics platform has collaborated with Morningstar Sustainalytics, one of the world's leading independent sustainability and corporate governance research, ratings and analytics firm to empower banks and asset managers to analyze and visualize sustainability data. This collaboration addresses the growing challenges of greenwashing in sustainable investment products. With the surge in ESG assets and heightened regulatory scrutiny—such as the recent circular issued by the Hong Kong Monetary Authority (HKMA) on the Sale and Distribution of Sustainable Investment Products, the synergistic interplay between BlueOnion's analytics and Morningstar Sustainalytics' data will enhance the financial sector's efforts in meeting compliance requirements in a transparent and fuss free manner. Together, the BlueOnion SFDR product and Morningstar Sustainalytics' data expand coverage to 300,000 mutual funds, ETFs, and 93,000 bond funds, offering broader insights for sustainable investing. The platform standardizes sustainability product measurement, aligns with the EU SFDR, and empowers organizations to analyze ESG performance, assess carbon emissions, avoid controversies, and address climate change—all while meeting regulatory and investor expectations with transparency and confidence. 'Proper due diligence is essential for banks to meet regulatory compliance and for asset managers to build portfolios aligned with global sustainability standards. This process depends on robust data, analytics, and clear visualization. BlueOnion's advanced analytics and visualization capabilities, together with our robust data, bridges a gap in the fixed income asset class and the small to mid-cap coverage. As a turnkey solution, it helps our banking and fund clients save time and costs,' said Nick Cheung, Managing Director of Enterprise Products, Greater China, Morningstar. This collaboration allows clients to seamlessly integrate Morningstar Sustainalytics' data with BlueOnion's existing data and analytics solution on sustainability, offering clients an intuitive solution to tackle challenges in regulatory compliance and sustainability-focused investment strategies. 'We are excited to collaborate with Morningstar to deliver a transformative, turnkey solution that empowers banks and asset managers on their sustainability journey. By combining Morningstar's unparalleled global fund data and analytics expertise with BlueOnion's innovative platform, we provide deeper insights into funds pursuing sustainability integration, transition, and impact through EU taxonomy-related activities. Together, we are elevating industry standards in ESG research, data quality, and transparency, driving meaningful impact and innovation,' said Elsa Pau, Group CEO of BlueOnion. This collaboration exemplifies BlueOnion and Morningstar Sustainalytics's commitment to supporting financial institutions in combating greenwashing, achieving compliance, and advancing the global ESG agenda. Together, they enable clients to uncover actionable insights and drive meaningful progress in sustainable investing. Hashtag: #BlueOnion The issuer is solely responsible for the content of this announcement.
Express Tribune
19-05-2025
- Business
- Express Tribune
$33.5 Billion in Fossil Fuel Stocks Found in ‘Green' EU Investment Funds, Investigation Reveals
Listen to article An international investigation has revealed that European investment funds branded as 'green' under the EU's Sustainable Finance Disclosure Regulation (SFDR) are holding more than $33.5 billion in fossil fuel stocks, including major oil and gas companies like ExxonMobil, Shell, BP, Chevron, and TotalEnergies. Despite their eco-friendly branding, such as Sustainable Global Stars and Europe Climate Pathway, these funds collectively held over $18 billion in the top five shareholder-owned polluters. The funds are registered under SFDR's Articles 8 and 9, which were designed to promote environmental or sustainable investment goals but do not explicitly prohibit fossil fuel holdings. Among the biggest fossil fuel investors were JP Morgan Asset Management and its UK arm with $3.2 billion, DWS in Germany with $2.2 billion, and BlackRock Investment Management UK with $1.7 billion. Fund names and marketing strategies are now facing growing scrutiny as new ESMA (European Securities and Markets Authority) guidelines, aimed at curbing greenwashing, come into effect on May 21, 2025. 'We need strict rules that ban investments in companies developing fossil fuels from any fund with an ESG-related description,' said Paul Schreiber of Reclaim Finance. Campaigners argue the SFDR has failed to provide adequate safeguards, allowing firms to use ESG terminology while backing companies that are expanding fossil fuel operations. One such example includes Legal & General Investment Management's (LGIM) Europe Climate Pathway fund, which held $88 million in Shell, BP, and TotalEnergies. Similarly, Robeco's Sustainable Global Stars fund had $40 million in Total Energies and has since announced it will drop 'sustainable' from the name. State Street Global Advisors UK's World ESG fund also held $43 million in oil majors. A Carbon Tracker report from April noted that no major oil and gas company has business plans aligned with international climate targets, and several have weakened their commitments in the past year. Still, investment managers claim that by maintaining stakes in these firms, they can push for improved climate policies from within. Critics remain skeptical. 'For a fund claiming to be 'green', holding investments in major fossil fuel companies should be a red line,' said Giorgia Ranzato, sustainable finance manager at Transport & Environment (T&E). Though ESMA's new guidelines are non-binding, they give national regulators the authority to demand transparency from asset managers and to sanction misleading environmental claims. These rules also introduce standards for 'transition funds,' which must demonstrate clear and measurable paths toward environmental improvement. Responding to the investigation, BlackRock stated that its sustainable funds comply with all applicable regulations and that investment goals are fully disclosed. However, the firm, along with JP Morgan Asset Management, has already announced plans to strip ESG-related terms from several fund names. As regulators brace for the implementation of the new rules, critics argue that the SFDR must undergo further reform to exclude fossil fuel investments entirely from funds marketed as sustainable. The findings arrive amid increasing public scrutiny over corporate climate pledges and the integrity of sustainable finance.
