Lead Portfolio Manager
Presentation: North American equities: how can ESG considerations impact long term performance?
Extensive fiscal stimulus and a largely successful vaccination campaign have brought the United States to the path of recovery. However, this path won’t be smooth nor parallel across sectors and will be characterized by effects that are not easy to predict. Discover how active management can still add value in the reputed most efficient equity market, where we see opportunities and how sound ESG integration can link excess returns with lasting impact.
Joakim joined Nordea as responsible for research on the Industrial as well as the Mining sector in March 2014. In November 2018, Joakim became the Lead PM for the new fund North America Stars. Since joining Nordea, he has conducted research in the Chemicals, Business services and Technology sectors. Throughout this period, Joakim has also been managing global funds in the Fundamental Equities team.
Nordea Asset Management (NAM, AuM 266bn EUR*), is part of the Nordea Group, the largest financial services group in the Nordic region (AuM 372bn EUR*). NAM offers European and global investors’ exposure to a broad set of investment funds. We serve a wide range of clients and distributors which include banks, asset managers, independent financial advisors and insurance companies.