Asset Management

The foundation’s asset management focuses on three main areas: equities, real estate, and fixed-income investments. Traditionally, the foundation’s equity holdings have been heavily weighted towards Finnish listed stocks. The geographical and sectoral diversification of the equity portfolio has been increased in recent years in order to aim for higher risk-adjusted long-term returns.

In real estate investments we prefer long-term lease agreements that provide a stable and predictable cash flow. Our fixed-income investments balance the portfolio’s risk level and provide liquidity.

The foundation’s long-term goal is a real return of 4% per year.

Responsible Investments

The Åbo Akademi University Foundation is committed to responsible investing, believing that responsible investments also generate strong long-term returns. In addition to financial factors, we consider environmental, social, and governance (ESG) aspects in our investment decisions. This approach integrates ESG considerations into our investment process. We prioritise funds whose ESG standards align with the foundation’s values, aiming to invest in companies and funds that foster sustainable and profitable growth.

The Åbo Akademi University foundation has signed the PRI (Principles for Responsible Investments) and is a member of Finsif (Finland’s Sustainable Investment Forum).