Founded in Denmark in 1968, now known internationally as experts in value investment.
The Sparinvest Group consists of the Luxembourg-based parent company Sparinvest Holdings SE and its wholly-owned subsidiaries Sparinvest S.A. in Luxembourg and the Danish branch ID-Sparinvest, Filial af Sparinvest S.A., Luxembourg.
Board of directors
Sparinvest Holdings SE
|Nykredit acquires 75% of Sparinvest Holdings SE
|The Danish management company ID-Sparinvest A/S merges with Sparinvest S.A., and with that becoming a country branch of the Luxembourgian subsidiary under the name ID-Sparinvest, Filial af Sparinvest S.A., Luxembourg.
|Integration of ESG risk factors into investment processes for all strategies – active and passive; bonds and equities. Signature of 'Heads of Agreement' with Haitong International. Creation of single Danish management company ID-Sparinvest A/S out of merger of: Sparinvest Fondsmæglerselskab A/S, ID-Sparinvest A/S and Sparinvest Group Services A/S.
|Relocation of headquarters from Denmark to Luxembourg and granting of UCITs IV asset manager status by Luxembourg CSSF. Signature of 'Value Alliance' with Brandes Investment Partners, US.
|Signature of United Nations Principles for Responsible Investment.
|Introduction of Sparinvest Value Bonds strategy.
|Began working with Ethix SRI Advisers on behalf of Institutional clients seeking Ethical screening.
|Establishment of a Luxembourg subsidiary to implement a pan-European strategy leading to distribution authorisation in 14 jurisdictions.
|Change from mutual fund structure to Asset Management Company.
|Implementation of proven long-term investment strategies – principally strategic asset allocation and value.
|Change of senior management and major investigation into investment academia.
|Group merges with PrivatInvest (now Nordea Invest) and de-merges one year later to maintain independence.
|Sparinvest is founded as mutual fund group by various Danish savings banks.