Sustainability and Corporate Governance Report 202
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HANDELSBANKEN FONDER – HOW TO EQUIP OURSELVES FOR
A CHANGING WORLD Productivity picks up pace in the transition Productivity is an important factor in our ability to face a changing world. Through productivity increases, we can better conserve the earth’s resources and create the ability to maintain our ecosystems and economic well-being. We are living longer, but the working-age population in relative terms is falling. This means that we urgently need productivity increases in order to maintain our current standard of living. Digital advances are redrawing the map for companies, opening new doors that provide opportunities for productivity increases in virtually all areas. For example, thanks to big data analysis, routes for transporting food products can be optimised. By using these services, many households can avoid travelling by car to and from the store. How we invest in productivity Productivity is one of our main themes in the thematic investment process in our active management. Weakening demographic tailwinds, increasing global competition and a focus on resource efficiency means that companies are facing high demands for increased productivity. Since increased productivity is also closely linked to financial incentives – do more with less – this is likely to be an area that attracts investment. This is why we invest in sub-themes that we believe can increase productivity. In the sub-theme “Digitalisation”, we invest in companies that develop services and new solutions made possible by digital technology. Modern technology is important in the evolution of smart cities and provides greater opportunities for economic, social and environmental sustainability. Within the sub-theme “Medical advances”, we focus on companies that enable the effective treatment of medical issues. These can include companies that develop new drugs, make care more efficient or increase access to health care. Increased transparency and new technological capabilities have motivated regulatory authorities to toughen requirements. At the same time, there is a growing need to protect oneself from new threats. Within the sub-theme “Security and regulation” we invest in cybersecurity companies, for example. Information about risk Past performance does not predict future returns. The value of the money invested in the fund can increase or decrease and there is no guarantee that all of your invested capital can be redeemed. The fund’s prospectus (“Informations broschyr”), fund rules and KIID are available at handelsbanken.se/funds. 50