Sparinvest

Founded in Denmark in 1968, now known internationally as experts in value investment. The Sparinvest Group consists of the Luxembourg-based parent company Sparinvest Holdings SE and its wholly-owned subsidiaries Sparinvest S.A. in Luxembourg and the Danish branch ID-Sparinvest, Filial af Sparinvest S.A., Luxembourg. The Danish management company ID... -Sparinvest A/S merges with Sparinvest S.A., and with that becoming a country branch of the Luxembourgian subsidiary under the name ID-Sparinvest, Filial af Sparinvest S.A., Luxembourg. Integration of ESG risk factors into investment processes for all strategies active and passive; bonds and equities. Signature of 'Heads of Agreement' with Haitong International. Creation of single Danish management company ID-Sparinvest A/S out of merger of: Sparinvest Fondsmglerselskab A/S, ID-Sparinvest A/S and Sparinvest Group Services A/S. Relocation of headquarters from Denmark to Luxembourg and granting of UCITs IV asset manager status by Luxembourg CSSF. Signature of 'Value Alliance' with Brandes Investment Partners, US. Signature of United Nations Principles for Responsible Investment. Introduction of Sparinvest Value Bonds strategy. Began working with Ethix SRI Advisers on behalf of Institutional clients seeking Ethical screening. Establishment of a Luxembourg subsidiary to implement a pan-European strategy leading to distribution authorisation in 14 jurisdictions. Change from mutual fund structure to Asset Management Company. Implementation of proven long-term investment strategies principally strategic asset allocation and value. Change of senior management and major investigation into investment academia. Group merges with PrivatInvest (now Nordea Invest) and de-merges one year later to maintain independence.Read More