Xklude Research updated the stock portfolios of Velliv – the danish pension funds for 350,000 Danes, AuM at  24,193,548,387 euro.

The update reveals that Velliv´ Controversial Percent is below average –  meaning that Velliv has invested in relative less controversial companies (stocks) than the average institutional investor.  The Controversial Portfolio Risk Indicator is likewise below average – meaning that the average number of controversies per company in portfolio is lower than average.

 

 

However, looking at XBETA-ESG – showing how volatile the portfolio components stock’s price is to the overall stock market when fundamental controversial issues and ESG Rank is included – Velliv is high exposed to volatility compared to peers.