From our Financial market survey 2012, conducted during November and December. 185 fund managers, analysts and brokers participated.

1. CSR – marginally more important
Financial market survey - 2012

2. Financial market survey 2012, nov -dec
A total of 185 respondents
Fund managers Investment banks
3 AP-fonden, 4 AP-fonden, 7 AP-fonden, Alcur, ABG Sundal Collier
Alecta, Alfred Berg, AMF Pension, Brummer & Carnegie
Partners, Capman, Carnegie Asset Credit Suisse
Manangement, Catella Fonder, Cicero Fonder, Danske Bank
Didner & Gerge, DnB Nor, Futuris, Granit Deutsche bank
Fonder, Gustavia Fonder, Handelsbanken Erik Penser
Fonder, HealthInvest, Humle Kapitalförvaltning, Handelsbanken
IKC Fonder, Kåpan Pensioner, Lannebo Fonder, JRS Securities
Madrague, Manticore, Meetoo, Nordea Asset Nordea
Manangement, Norron, Origo Capital, PSG Pareto Öhman
Capital, QQM Fund Management, Scientia, Redeye
SEB Asset Management, Skandia, Strand Remium
Kapital, Swedbank Robur, Svolder, Ture Invest, SEB Enskilda
Öresund Swedbank
Approximately 90 FM’s and almost 100 analyst
& brokers participated in the survey
© Box IR 2012

3. CSR – marginally more important
Despite the debate as of lately, but
…
© Box IR 2012

4. Increased pressure to consider CSR
” More
questions from
investors”
” Increased focus
in the media.
Badwill to invest in
companies that
misbehave.”
”Marginally, but
maybe avoiding to a
slightly higher degree
"bad" companies.”
Increased pressure, mainly from the
media…
© Box IR 2012

5. Important how a CSR incident is managed!
”What happens
next often
overshadows
the event itself.”
”Classic crisis
management
where the
leadership’s
judgement is put
to the test."
To err is human, not handling it (in the
media) is costly!
© Box IR 2012

6. Communication rooted in target group
Mikael Zillén +46 762 13 00 40 | mikael@boxir.se
Since 2005 worked with financial communications and investor relations
both as self-employed and as senior consultant at Citigate Stockholm.
Institutional sales at Handelsbanken, Nordea and Danske Bank during
more than 15 years. He also has experience from several IPOs.
Tomas Öqvist +46 705 54 34 40 | tomas@boxir.se
Long experience as top ranked equity analyst at e.g. Carnegie and
Alfred Berg. Speaking partner to large Swedish, European and US
institutions and also participated in a number of IPOs and M&A deals.
Since 2007 he has been a consultant within financial communication
and investor relations.
Anders Bruzelius +46 703 50 40 88 | anders@boxir.se
With his18 years in the financial markets thorough knowledge of equity
valuation and communications. He has worked as an equity analyst at
Danske Markets and Carnegie, where he held top rankings in the
automotive and engineering sectors. Experience from a number of
IPOs and M&A transactions.
Until recently, Anders worked as head of equity research at Swedbank.
© Box IR 2012

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08-21 41 00
www.boxir.se
© Box IR 2012