Swedbank Ieguldījumu Pārvaldes Sabiedrība is an experienced investment management company with a long-term strategy that offers 2nd and 3rd pillar plans for pension savings.
In asset management, we cooperate with one of the largest asset management companies in the Nordic region - a Swedbank Group company Swedbank Robur Fonder AB that has been active since 1967. This gives us access to a very wide selection of business partners which also means lower costs for our customers.
The 2nd and 3rd pillar pension assets are managed drawing on the many years of experience of Swedbank Robur Fonder in international markets and combining it with our own local market expertise and vision, as well as working together with our counterparts in the Baltics in the field of local investments.
With a view to maximizing the return on pension capital, we follow the active management approach in the process of investment. This allows us to promptly react to financial market developments, increasing or decreasing holdings in securities with the highest fluctuations.
We combine direct investments in hand-picked companies and government securities with investing in index funds and in their solutions, as well as actively investing in Latvian and Baltic companies with high growth potential and in real estate.
Although our investment strategy is to keep the majority of our managed pension assets globally diversified thereby benefitting from exposure to global financial market activity and growth and minimizing the risks inherent in a single country or region, we also maintain a focus un activity in the local Baltic market.
Benefits from investing in Latvia and the Baltics:
- Encourages the emergence of new innovative companies;
- Facilitates the development of small and medium sized enterprises;
- Brings back money to local economy.
We see added value here for our customers in the long-run, at the same time also supporting the Latvian economy.
We are currently among the most active ones in Latvia and among the most experienced ones in the area of alternative investments. Namely, those are investments in robust real estate and venture capital - in innovative, unlisted companies. Also, part of our holdings is in the stocks and bonds of local companies.
The team behind Swedbank Ieguldījumu Pārvaldes Sabiedrība AS consists of 7 people. Together with the Swedbank Robur team in Sweden and the investment management companies in Estonia and Lithuania, we’re over 250 employees, including 55 portfolio managers and analysts. The professionals of all the four countries take an active part in asset management to deliver maximum growth of pension savings for our customers.
Oskars Briedis
- Holds a master’s degree in management science from the University of Latvia, as well as having the qualification of a CFA (Chartered Financial Analyst).
- In 2002, he was the State Treasury's 2nd pillar plan asset manager.
- In 2002, joined Swedbank AS as private investment portfolio manager.
- Later became the Head of Investment Management Unit and the Wealth Management Area Manager in Private Banking.
- Since July 2018, an Asset Manager for Swedbank Ieguldījumu Pārvaldes Sabiedrība AS.
We act as a responsible asset manager, taking into account in management processes the impact of investment decisions on environmental, social and corporate governance principles in management processes.
Therefore, in 2019 the Responsible Investment Policy was elaborated that is reviewed and updated on a regular basis. In 2021 this policy was supplemented with a description of the actions we take to integrate sustainability risks in investment decisions.
We have also elaborated a process description about assessing adverse sustainability impacts of investment decisions. We pay close attention to how the operations of companies impact environmental, social and corporate governance principles.
Swedbank pension plan assets are invested in companies that:
- ensure business transparency and take action against corruption
- use green energy and minimize environmental pollution
- restrict activities causing climate change
- invest in local market development and promotion of voluntary work
- take care of the safety, health and education of employees
- offer equal opportunities and promote diversity in workplaces
We believe that such investment policy allows the reduction of sustainability-related risks and improves the long-term return on pension capital.
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Responsible Investment Policy (09.05.2024)
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Exclusion Policy (26.09.2024)
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Statement on principal adverse impacts of investment decisions on sustainability factors (26.06.2025., PDF).
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Process for identifying and prioritizing principal adverse impacts on sustainability factors (17.07.2025.)
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Instruction - The integration of sustainability risks into investment decision-making process (26.09.2024)
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Investment plan sustainability - related disclosures
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Information about remuneration policy principles on the integration of sustainability risks
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Notices on changes in documents published
2021 - Swedbank’s 3rd pillar pension plan Dinamika+100 receives an award from Investment and Pensions Europe (IPE) as the Best Pension Plan in Central and Eastern Europe.
2020 – Swedbank’s 2nd pillar pension plan 1990+ receives an award from Investment and Pensions Europe (IPE) as the Best Pension Plan in Central and Eastern Europe.
2020 – Swedbank Ieguldījumu Pārvaldes Sabiedrība AS signs United Nations-supported Principles for Responsible Investment thus committing to six principles of responsible investment and joining the organization.
2019 – Swedbank’s 3rd pillar pension plan Dinamika+100 receives an award from Investment and Pensions Europe (IPE) as the Best Pension Plan in Central and Eastern Europe.
2019 – Responsible Investment Policy implemented to serve as the basis for the principles of responsible investing for Swedbank Ieguldījumu Pārvaldes Sabiedrība and applies to all pension plans under management.
2019 – We launch lifecycle plans 1980+ and 1970+.
2018 – We launch lifecycle plan 1990+.
2018 – Swedbank Ieguldījumu Pārvaldes Sabiedrība AS receives LVCA’s award Investor of the Year 2018 for significant contribution to strengthening the venture capital industry.
2017 – Swedbank’s 2nd pillar pension plan Dinamika receives an award from Investment and Pensions Europe (IPE) as the Best Pension Fund in Central and Eastern Europe.
2016 – Swedbank’s 3rd pillar pension plan Dinamika+60 receives an award from Investment and Pensions Europe (IPE) in Real Estate Global Awards as the best investor in real estate among Eastern European and several big Western European countries.
2016 – Swedbank’s 2nd pillar pension plan Dinamika receives an award from Investment and Pensions Europe (IPE) as the Best Pension Fund in Central and Eastern Europe.
2013 – Swedbank’s 2nd pillar pension plan Dinamika receives an award from Investment and Pensions Europe (IPE) as the Best Pension Fund in Central and Eastern Europe.
2013 – We become active in the field of Baltic alternative investments.
2009 – We start cooperation with Swedbank Robur Fonder AB for provision of pension and investment plan asset management service.
2002 – We launch the first 2nd pillar pension plans Dinamika and Stabilitāte.
2002 – Swedbank Ieguldījumu Pārvaldes Sabiedrība AS starts its operations.
- Annual report 2024 (LV)
- Annual report 2023 (LV)
- Annual report 2022
- Annual report 2021
- Annual report 2020
- Annual report 2019
- Annual report 2018
- Annual report 2017
- Annual report 2016
- Annual report 2015
- Annual report 2014 (LV)
- Annual report 2013 (LV)
- Annual report 2012 (LV)
- Annual report 2011 (LV)
- Annual report 2010 (LV)
- Annual report 2009 (LV)
- Annual report 2008 (LV)
- Annual report 2007 (LV)
- Annual report 2006 (LV)
- Annual report 2005 (LV)
- Annual report 2004 (LV)
- Annual report 2003 (LV)
- Annual report 2002 (LV)
- Annual report 2001 (LV)
About pension plans
- Prospectuses and reports
- Information for participants
- Value of plans
- Reports
About company
- Notices
- Remuneration Policy & Practice
- Transaction Execution Policy
- Shareholder Engagement Principles (LV)
- Customer Applications & Complaints
Unified registration number of Swedbank Ieguldījumu Pārvaldes Sabiedrība AS in the Commercial Register: 40003337582, address: Balasta dambis 15, Riga, LV-1048.
Asset manager for the 2nd and 3rd pension pillar - Swedbank Ieguldijumu Parvaldes Sabiedriba AS, asset custodian - Swedbank AS, address: Balasta dambis 15, Riga, LV-1048.
3rd pillar pension – the pension plans offered by the private pension fund Swedbank Atklatais Pensiju Fonds AS, address: Balasta dambis 15, Riga, Latvia: Stabilitāte+25, Dinamika+60, Dinamika+100 and Dynamics Index.
