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Financial Market Investments

Ingka Investments Financial Market Investments

Securing the financial resilience and longevity of Ingka Group

The Financial Market Investments portfolio is key to securing Ingka Group’s independence and ensuring financial resources are always available. Independence allows us to be purpose driven in our investment decisions and helps realise our vision of creating a better everyday life for the many people, through better homes, better lives and a better planet. Our financial strength allows Ingka Group to explore more opportunities in the retail space.

“As an investor, our financial strength allows us to be purpose driven.”

Investment scope

Securing available financial resources

We keep resources secure for IKEA Retail because we're careful with where we invest. We invest, for example, in bond markets, stocks in public companies and funds that focus on creating value for people and the planet.

Optimising risk-adjusted returns

We base our investment strategies on a macro-economic outlook to optimize an attractive long-term yield on the portfolio. We do not invest in areas that conflict with our purpose and mandate, and we use external benchmarks to measure how well we are doing and guide our choices.

We invest responsibly

With this as a base, we turn our focus on investments that deliver an impact, solving the challenges in today’s world. We are continually refining the parameters we are guided by as regulations and best practices evolve.

Responsible investing

As a purpose-led company, our ambition is to invest with impact. We take a long-term perspective and believe that investing responsibly also ensures a more attractive risk reward. In line with the IKEA vision, we aim to make responsible investments in people and businesses that generate profits with purpose.

A mandate to invest according to strict policy

We ensure that all investments within the portfolio comply not only with industry best practice but also with Ingka Group’s policy and direction on sustainability and societal impact.

This means we completely avoid investments in certain areas (fossil fuels, weapons, tobacco) and ensuring that our investments follow the principles of doing No-Significant-Harm. Our definitions are based on the agreed principles in UN Principles for Responsible Investing and international conferences such as the Paris Agreement. We also implement plans compliant with the Science Based Target initiative.

We invest responsibly, believing that it is good business to be a good business.

A drive to invest with impact

We take our role as a responsible investor seriously and invest in solutions that address the challenges of today and tomorrow. We measure the success of these investments not only in financial terms, but also through achievements in impact.

Better planet

We invest in solutions targeting similar climate goals as the IKEA business, including those that reduce CO2 emissions, capture carbon and create a circular economy, as well as clean transportation and water conservation.

Better lives

We invest in solutions that promote sustainable production and consumption, circularity, healthy and sustainable foods and food security.

Better homes

We invest in solutions that positively serve society as a whole, as well as vulnerable groups in particular, such as safe and affordable housing, learning opportunities for reskilling and upskilling for future of work.