Responsibility
Our customers entrust us with a big responsibility helping them manage and grow their worth. Responsibility and sustainability are important criteria when we recommend managers to our clients.
As advisers, our job is to provide advice securing the best possible risk-adjusted return, based on our customers’ values. That is a responsibility we take seriously.
Focus on accountable investments
Accountable investment has always been important to Gabler, and we were the first company to offer negative filtration in Norway. Many changes have taken place since then in terms of how we, investors, and managers view this matter. There are several approaches to accountable investment, and we help our clients distinguish between them.
Accountability is always a key criterion when we recommend and select managers for our clients. We believe that all else being equal, managers that take consideration of environmental, social and governance (ESG) issues in their decision-making will deliver a better long-term risk-adjusted return.
Asset management is also value management. We believe that portfolios that have a foundation in the investor’s values lead to good long-term decisions, which in turn yields good results over time.
Active ownership creates long-term value
We believe that active ownership through a direct dialogue with companies and voting at general meetings is important in order to create long-term value.
Talented managers can use active ownership as a tool to realize value for shareholders and society by, among others, improving conditions at the company related to ESG. It is our experience that some of the best and most exciting managers in the world are those who have embraced this fully.
As one of our preferred managers once said at our investor conference, “Fifteen years ago it was a moral imperative to take consideration of the environment, social responsibility and corporate governance when choosing companies to invest in. Today it is an imperative to achieve a return.
Transparency is important to us. We regularly examine the funds we recommend and consider the ESG risk and carbon footprint of each company.
We give our clients an overall assessment following an examination of all the companies in the portfolio, irrespective of whether we are dealing with mutual funds or bond funds. We also allow our clients to check whether the companies in the portfolio reflect the values that provide the foundation for the management.