Länsförsäkringar · Fund sustainability
Sustainability
analysis
Helping people understand what their investments stand for.
I worked on sustainability analysis for funds, translating complex measures into an experience customers could understand and use.
The challenge
Make sustainability information easier to understand and use when choosing funds.
The outcome
Research informed a simpler overview, a Questioned Industries section and an Advanced Analysis view.
01 / Background
More interest.
More information to interpret.
Customers were becoming more interested in sustainable savings. The challenge was to help them make sense of different sustainability measures rather than simply presenting more data.
The work covered ESG criteria, Morningstar sustainability scores, EU Article 8 and 9 classifications, CO2 risk and fossil-fuel exposure.
02 / Research and design
Find out what people
actually understand.
I translated the measures into an interface and used usability tests to understand which information customers found useful, and where the terminology got in the way.
Understand the terms
Explore how customers interpret sustainability measures and their relationship to an investment.
Test the hierarchy
Identify which information belongs in the first overview and what needs more explanation.
Refine the design
Simplify the content and make deeper analysis available when it is needed.
03 / What we learned
The overview needed
less data, and more meaning.
Users found ESG criteria and CO2 risk easiest to understand. Morningstar scores, EU classifications and fossil-fuel exclusions needed more explanation.
Early drafts contained too much data. We simplified the overview and introduced Advanced Analysis for people who wanted more detail.
We also added a Questioned Industries section after learning that users wanted to understand the sectors behind their investments.
04 / The design
An overview that
opens into detail.
The handover design brings the sustainability score, CO2 risk and questioned industries together, with a path to extended analysis.
- Start with the overview.Keep the key measures easy to scan.
- Explain what a measure means.Place short descriptions beside the data.
- Offer the next layer.Let customers continue to a deeper analysis.
Reflection
Clarity comes from
choosing what to show.
The research shaped both the content and its hierarchy. Making the first view simpler created room for customers to understand the information, while still offering a route to more detail.