SDG Invest
SDG Invest is a Danish investment association founded in 2017 that manages three sustainable funds (two global equities, one global bonds) investing in companies advancing the UN's 17 Sustainable Development Goals, distributed direct-to-consumer to individual investors via sdginvest.dk.
- Company typePrivate
- Founded2017
- HeadquartersHillerød, Denmark
- Headcount11–50
- GTM typeB2C
- OfferingServices
SDG Invest firmographics
Firmographics- Name
- SDG Invest
- Legal name
- Investeringsforeningen SDG Invest
- Website
- https://sdg-invest.com
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- SDG Invest is a Danish investment association founded in 2017 that manages three sustainable funds (two global equities, one global bonds) investing in companies advancing the UN's 17 Sustainable Development Goals, distributed direct-to-consumer to individual investors via sdginvest.dk.
- Ownership category
- akta.pro rank
SDG Invest industry classification
Industry- Product category
- Sustainable Investment Funds
- NAICS
- Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- SDG / Thematic Sustainable Investment Funds (FSANAJAN)
- akta.pro secondary industries
- Sustainable/Thematic Investing (Climate, Clean Tech, Water, Biodiversity) (FSAAALAB), Green, Social & Sustainability Bonds (GSS/SLB Fixed Income Strategies) (FSAAALAF), Multi-Asset ESG / Sustainable Allocation Strategies (FSAAAJAK)
Keywords
Where SDG Invest is headquartered
LocationHeadquarters
- HQ city
- Hillerød
- HQ country
- Denmark
- HQ region
- Europe
Markets served
SDG Invest business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Investment Fund Management Fees: SDG Invest generates revenue through management fees charged on the investment funds (Globale Baeredygtige Aktier Akk., Globale Baeredygtige Aktier Udl., and Globale Baeredygtige Obligationer). The funds are structured as accumulation and distributing share classes, allowing investors to either reinvest returns or receive distributions. Revenue is derived from the total assets under management across the three fund offerings.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels7 records
SDG Invest product offering
Product offeringCore offering
SDG Invest is a Danish investment association that operates three mutual funds investing in global equities and bonds issued by economically strong companies actively addressing the UN's 17 Sustainable Development Goals. The three funds are Globale Bæredygtige Aktier Akk. (accumulating global sustainable equities), Globale Bæredygtige Aktier Udl. (distributing global sustainable equities), and Globale Bæredygtige Obligationer (global sustainable bonds). Investors can subscribe directly through the sdginvest.dk website, and the fund publishes annual impact reports detailing portfolio companies' contributions to the SDGs.
Product overview
SDG Invest is an investment association offering three distinct sustainable investment funds: Globale Bæredygtige Aktier Akk. (accumulating global sustainable stocks fund that reinvests dividends), Globale Bæredygtige Aktier Udl. (distributing global sustainable stocks fund that pays dividends), and Globale Bæredygtige Obligationer (global sustainable bonds fund). All three funds invest exclusively in the world's most economically strong companies that actively engage with the UN's 17 Sustainable Development Goals, providing investors with sustainable investment options across both equity and fixed income asset classes.
Differentiator
Problem solved
Functional benefit
Brands
- Globale Bæredygtige Aktier Akk. Global Sustainable Stocks Accumulating fund - accumulating share class focused on sustainable global equities
- Globale Bæredygtige Aktier Udl.
- Globale Bæredygtige Obligationer
Products and services
- Globale Bæredygtige Aktier Akk. An accumulating global sustainable stocks mutual fund that reinvests dividends to achieve long-term capital growth through investments in economically strong companies aligned with the UN's 17 Sustainable Development Goals. Targeted at individual investors seeking compounded growth in sustainable global equities.
- Globale Bæredygtige Aktier Udl.
- Globale Bæredygtige Obligationer
Companies that use SDG Invest
Customer profileSegments1 record
Ideal customer profiles1 record
SDG Invest technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
SDG Invest partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- FN's 17 Verdensmaal (UN's 17 Sustainable Development Goals)coreSDG Invest's investment philosophy is built upon the UN's 17 Sustainable Development Goals (SDGs), which serve as the framework for company selection. The fund invests exclusively in the economically strongest companies worldwide that actively address these goals. SDG Invest is named after and aligned with these global sustainability objectives.
Recent moves4 records
Expansion highlights3 records
SDG Invest competitors and assessment
Company assessmentRegional players
- Swedbank Robur: Swedbank Robur is one of the largest Nordic asset managers with a substantial sustainable and ESG fund range. It is comparable to SDG Invest on sustainable Nordic retail mandates but is primarily a Swedish/regional player rather than Danish-focused.
- Storebrand Asset Management: Storebrand AM is a Norwegian asset manager widely recognized for sustainable-investment leadership across equities and bonds. It is comparable to SDG Invest as a Nordic sustainable-investment provider but operates primarily out of Norway with broader institutional scale.
Direct peers
- BankInvest: BankInvest is a Danish investment association managing a broad range of sustainable and conventional funds distributed through Danish banks and direct channels. Like SDG Invest, it operates under Danish investment-association law and competes for sustainability-oriented retail investors in Denmark.
- Jyske Invest: Jyske Invest is a Danish investment association with a strong lineup of sustainability-themed equity and bond funds. It competes head-to-head with SDG Invest in the Danish retail sustainable-investor segment using a similar fund-association structure.
- Wealth Invest: Wealth Invest is a Danish investment association running actively managed sustainable equity and bond funds targeted at retail investors. Its product mix and Danish fund-association structure make it one of the closest direct comparables to SDG Invest.
- Maj Invest: Maj Invest is a Danish boutique asset manager offering sustainability-focused equity and bond strategies to retail and institutional clients. Its thematic and responsible-investment mandates overlap directly with SDG Invest's SDG-aligned equity and bond funds.
- Sparinvest: Sparinvest is a Danish investment association offering sustainable equity and bond funds to retail and institutional clients. It directly mirrors SDG Invest's Danish fund-association structure, direct-to-investor distribution, and ESG-themed mandates.
Broad incumbents
- Danske Invest: Danske Invest is Denmark's largest asset manager and offers a broad sustainable fund range across equities and bonds. It overlaps with SDG Invest on sustainable Danish retail mandates but competes from a much larger AUM, brand, and distribution footprint.
- Nordea Funds: Nordea Funds is a large Nordic asset manager with an extensive sustainable-equity and green-bond fund lineup. It competes with SDG Invest in Nordic sustainable retail mandates but operates at far greater scale and broader distribution across the Nordics.
Emerging players
- Triodos Investment Management: Triodos IM is a European impact-investment manager running sustainable and SDG-aligned listed equity and bond funds. It is comparable to SDG Invest as a values-led European boutique competing for sustainability-mandated capital across multiple European markets.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
SDG Invest social profiles
Digital presenceSDG Invest financial estimates
Financial estimateRevenue estimate
Valuation estimate
SDG Invest leadership team
Management profileNumber of profiles
Profiles1 record
SDG Invest funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
SDG Invest M&A and investment
M&A and investmentM&A
Investments1 record
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about SDG Invest
What does SDG Invest do?
SDG Invest is a Danish investment association that operates three mutual funds investing in global equities and bonds issued by economically strong companies actively addressing the UN's 17 Sustainable Development Goals. The three funds are Globale Bæredygtige Aktier Akk. (accumulating global sustainable equities), Globale Bæredygtige Aktier Udl. (distributing global sustainable equities), and Globale Bæredygtige Obligationer (global sustainable bonds). Investors can subscribe directly through the sdginvest.dk website, and the fund publishes annual impact reports detailing portfolio companies' contributions to the SDGs.
Is SDG Invest a public or private company?
SDG Invest is a private company. It is classified as unknown and is currently operating.
When was SDG Invest founded?
SDG Invest was founded in 2017. It employs 11 to 50 people.
Where is SDG Invest based?
SDG Invest is headquartered in Hillerød, Denmark, in the Europe region.
How does SDG Invest make money?
One revenue line is on record: investment Fund Management Fees.
Who are SDG Invest's main competitors?
Regional players on record are Swedbank Robur and Storebrand Asset Management. Direct peers are BankInvest, Jyske Invest, Wealth Invest, Maj Invest and Sparinvest. Broad incumbents are Danske Invest and Nordea Funds. Triodos Investment Management is listed as an emerging player.
Does SDG Invest have an API?
No public API is recorded for SDG Invest.
What industry is SDG Invest in?
SDG Invest's product category is Sustainable Investment Funds. Its primary akta.pro industry code is FSANAJAN, SDG / Thematic Sustainable Investment Funds, with a secondary code of FSAAALAB, Sustainable/Thematic Investing (Climate, Clean Tech, Water, Biodiversity). Its NAICS code is 523940 and its SIC code is 6282.