About us
Founded in Denmark in 1968, now known internationally as experts in value investment.
Group description
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
Key dates
| 2019 | Nykredit acquires 75% of Sparinvest Holdings SE |
| 2014 | 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. |
| 2012 | 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. |
| 2011 | 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. |
| 2009 | Signature of United Nations Principles for Responsible Investment. |
| 2005 | Introduction of Sparinvest Value Bonds strategy. |
| 2005 | Began working with Ethix SRI Advisers on behalf of Institutional clients seeking Ethical screening. |
| 2001 | Establishment of a Luxembourg subsidiary to implement a pan-European strategy leading to distribution authorisation in 14 jurisdictions. |
| 1999 | Change from mutual fund structure to Asset Management Company. |
| 1997 | Implementation of proven long-term investment strategies – principally strategic asset allocation and value. |
| 1996 | Change of senior management and major investigation into investment academia. |
| 1989 | Group merges with PrivatInvest (now Nordea Invest) and de-merges one year later to maintain independence. |
| 1968 | Sparinvest is founded as mutual fund group by various Danish savings banks. |