ISEC has a long history of being engaged in sustainability issues.
Already in 2014, a series of well-attended seminars called “Hållbar” were held with various sustainability experts and speakers. Now, an ESG module is being developed to support asset managers in making sustainable investment decisions.
ISEC was also an early donor to various sustainability projects across the globe, and has over the years supported several ESG initiatives in Sudan and India. In 2018, Part-owner Bo Liljengren ensured that ISEC joined the UN initiative UNPRI and issued a sustainability declaration for the entire ISEC Group.
Now is the time to take the next step in line with this strategy – to ISEC being your strategic partner for sustainable investments.
With the Sustainable Finance Disclosure Regulation (SFDR), ISEC has adopted an updated sustainability guideline. For all ISEC Services funds – including the ISEC First Fund based in Luxembourg – mainly negative impact on sustainability factors will be taken into account in investment decisions.
In addition, a number of funds will take a step further and actively promote environmental and/or social characteristics. In the long run, the ambition is that even more of ISEC funds should promote characteristics that are positive from an ESG point of view.
A new ESG module in SECURA Portfolio
Our ambition is to be the best version of ourselves. Therefore, ISEC is planning a ESG module in SECURA Portfolio to support asset managers with regard to sustainability aspects in their investment decisions.
It’s a strength that ISEC Group can deliver not only system and operating services for fund companies and asset managers, but also administrative services and have ourselves a licensed fund company with its own compliance and risk function within the company’s walls.
In this way we can guarantee our customers that we keep track of all regulatory changes and ensure that both systems, administrative services and funds meet all the legal requirements
Mikkel Mördrup
former CEO ISEC Group
About SFDR
On March 10 2021, the so-called SFDR – Level 1 (EU Regulation 2019/2088) entered into force.
It includes rules on how investment firms, asset managers, financial advisers and other financial actors should inform their investors and customers about how they deal with ESG factors (Environmental, Social, Governance). In particular, the information should show how the operator takes account of ESG factors in asset management and risk management.
Both the policies affected by the new legislation and sustainability information concerning the financial products offered to the market shall be published on the company’s website.