Sustainability at CapMan Wealth

We believe that sustainability factors affect both returns and risk levels in long-term investing. Therefore, we incorporate sustainability factors into investment decision-making, from investment strategy to the choice of individual instruments.

Responsible Investment Principles

CapMan Wealth’s Manager Selection and portfolio construction process includes a detailed and thorough ESG-based analysis of investment products and portfolios coupled with qualitative due diligence and interviews with portfolio managers and investment teams of target investment funds. In particular, the focus is on the level ESG integration and sustainability practices and processes of target funds, ESG ratings and risks, carbon intensity metrics, exclusionary policies, implementation, and engagement policies of the funds and portfolios. The investment team will systematically monitor selected managers and investment products through ESG data-driven analysis and review as well as interviews with target fund portfolio managers and investment teams. CapMan Wealth utilizes ESG- and sustainability related data from third party providers, such as e.g. Morningstar Sustainalytics or JAY Solutions. Our investment management and advisory solutions focus on the following areas:

  • Incorporating client ESG-related preferences into the investment advise
  • Ensuring that responsibility factors are considered alongside risk and return levels for every investment decision.
  • Allocating investments to support low-carbon alternatives.
  • Promoting solutions that contribute to achieving the UN Sustainable Development Goals.
  • Providing relevant sustainability reporting and information at both portfolio and fund level.

We also manage our own sustainability-focused fund, CapMan Wealth Gaia Erikoissijoitusrahasto, designed to reflect the broader global equity market through a selection of investment funds and ETFs. The strategy aims for strong risk-adjusted returns and focuses on global solution-oriented companies that contribute positively to the UN Sustainable Development Goals, as well as broader sustainability and environmental themes.

 

Read more about sustainability at CapMan

More on Our Commitment to Sustainability

  • We’ve compiled important terms related to sustainable investing below. We encourage you to review them carefully to better understand the principles behind our approach.

    ESG

    The sustainability of investments can be assessed using ESG criteria—short for Environmental, Social, and Governance. These factors help evaluate a company’s responsibility in terms of environmental impact (E), social practices (S), and governance structures (G).

    What Are Sustainability Preferences and Why Do We Ask About Them?

    We assess each client’s profile and ask about their sustainability preferences. These refer to the client’s choices regarding whether their investments should include, for example, EU Taxonomy-aligned investments, sustainable investments, or investments that consider sustainability impacts. Asking about these preferences is part of sustainable finance regulation aimed at increasing awareness of the sustainability characteristics of financial products.

    What’s the Difference Between Sustainable and Non-Sustainable Investments?

    A sustainable investment product promotes various environmental, social, or governance objectives. For example, the fund’s portfolio companies follow good governance practices and do not cause significant harm to other environmental or social goals.

    Sustainability Risk

    A sustainability risk refers to an environmental (E), social (S), or governance (G) event or condition that, if it occurs, could have a real or potential material negative impact on the value of an investment.

    Taxonomy

    The EU Taxonomy is a classification system for sustainable finance. It defines criteria for environmentally sustainable activities, including climate change mitigation and adaptation, sustainable use and protection of water and marine resources, transition to a circular economy, pollution prevention and control, and protection and restoration of biodiversity and ecosystems.

  • CapMan Wealth Oy’s Announcement on Sustainability-Related Disclosures in the Financial Services Sector (SFDR)

    Updated February 2025

    CapMan Wealth Oy makes the following announcement in accordance with Articles 3(1), 3(2), 4(1)(b), 4(5)(a), and 5(1) of the Sustainable Finance Disclosure Regulation (2019/2088), (“SFDR”).

    Read more (in Finnish)