Aktia’s approach to sustainable corporate bonds

Economic turmoil is nothing new these days. Experience in dealing with it is therefore extremely valuable. For Aktia Portfolio Manager Jonne Sandström there are only two options: either consider a change of direction and act quickly or hold the position that still convinces you but reassess your investment thesis in the new context.
Sustainable corporate bonds do not have it easy in the current situation. Their yield discount compared to conventional corporate bonds is currently at a very low level. Nevertheless, Aktia is holding on to them - to be included in the strategy, each individual investment needs to have positive impact. During the analysis and evaluation process, both the bonds and the companies behind them are carefully analysed within the four categories of society, health, knowlege and environment. To achieve this, Aktia's portfolio management team works closely with its own ESG team and external providers. In the ChampionsView with Citywire Germany, Jonne Sandström explains this selection process in greater detail.