Investor assessments

Attracting long-term shareholders

The investor community is increasingly adopting a long-term perspective and is considering environmental, social and governance (ESG) aspects when making investment decisions. We see that an increasing number of long-term investors prioritize companies that are aligned with trends and capture the opportunities in sustainability.

Dialogue with investors

The Volvo Group strives to facilitate investor assessments by giving current and potential shareholders a fair basis for evaluation by communicating transparently on our work to enhance environmental and social sustainability.

Approximately 40 actors on the capital market follow the Volvo Group's CSR and sustainability performance and strategy. We engage in a continuous dialogue with investors. 

We believe that our CSR and Sustainability Report is the most appropriate and efficient channel for providing information about our practices, and we seek to cover the most frequently asked questions from investors in this report. We put great value in constructive dialogues on risks, opportunities and strategies related to CSR and sustainability.

Included in prestigious sustainability index

The Volvo Group has qualified for inclusion in the Dow Jones Sustainability World Index (DJSI World) as well as DJSI Euro Stoxx and Nordic. DJSI assesses the world’s 2,500 largest companies on the basis of economic, environmental and social criteria, focusing on long-term shareholder value.

Volvo Group has qualified for inclusion in the Dow Jones Sustainability World Index (DJSI World) as well as DJSI Euro Stoxx and Nordic.

The DJSI World includes approximately 300 of the highest ranked companies, one of which is the Volvo Group. The annual assessment includes areas such as corporate governance, risk management, brand, climate change management, sourcing and work environment. The Volvo Group received particularly high marks for its handling of:

  • Environmental issues
  • Work environment
  • Corporate governance
  • Compliance with Code of Conduct and anti-corruption policy.

Other sustainability indices

Sustainable Value Creation

The Volvo Group has gained top ranking in the survey on responsible business practices conducted by Sweden’s largest institutional investors. The survey studied the 100 largest corporations listed on the Nasdaq OMX Nordic Exchange in Sweden.

OMX GES Sustainability Index series

The Volvo Group is included in the OMX GES Sustainability Index series and the OMX GES Ethical Index series for the Nordic region. The OMX GES Sustainability indexes comprise the leading companies in the region in terms of sustainability. The analyses cover criteria for environmental, social and governance (ESG) issues, and are based on international guidelines for ESG issues.

Global Challenges Index

The Hannover Exchange and Oekom research AG introduced the Global Challenges Index, which includes Volvo. The index comprises 50 companies that ‘take active responsibility for future global development by making substantial, forward-looking contributions to meeting global challenges’.

The Folksam Index

In 2011, the Folksam Index for responsible business enterprises – drawn up by the Swedish insurance company Folksam – ranked the Volvo Group in second place out of 245 companies. The Volvo Group received seven out of seven stars for our environmental work. We received five out of seven stars for our work on human rights.

ECPI Indexes

The Volvo Group is included in both ECPI Global Carbon Equity and ECPI Ethical Index Global. The indexes are designed to select the 300 top capitalized companies in the global market that are eligible investments according to the ECPI Screening Methodology.

Carbon Equity Index is an investable index that selects the companies best equipped to tackle a world of rising carbon emissions and tougher climate legislation from carbon intensive sectors such as Utilities, Basic Materials, Industrial and Energy.

Did you know?

The DJSI World includes approximately 300 of the highest ranked companies, one of which is the Volvo Group.
 
 

Charts

Ownership by country(1

1) Share of capital, registered shares.

Ownership categories(1

1) Share of capital, registered shares.

The employees' ownership of shares in Volvo through pension foundations is insignificant.