Our investment process
The investment process is based on fundamental analysis and solid experience, with quantitative support in portfolio construction as well as in screening and analysis.
Some of the most important parts of the investment process include:
- A dynamic allocation between the different asset classes depending on market perception
- Thematic Equity investments
- The choice of funds and fund managers in order to create well-balanced portfolios.
All in all, this leads to well-diversified portfolios where a dynamic allocation process combined with more long-term thematic investments allow for good conditions that generate good risk-adjusted return in various markets.
The portfolio management team – located in Sweden, Finland and Denmark – has both general market expertise and local expertise. This enables them to create tailor-made solutions for local market conditions and various customer needs. Thanks to the proximity to each local market, the team also has access to expertise in local asset classes. Our teams are close to SEB's customers and are equipped to meet our investors' needs for complete solutions in a healthy but flexible way.