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PRI reporting framework 2017

You are in Strategy and Governance » Investment policy

Investment policy

SG 01. RI policy and coverage

New selection options have been added to this indicator. Please review your prefilled responses carefully.

01.1. 責任投資アプローチをカバーする投資ポリシーを策定しているかどうかを明示してください。

01.2. ポリシーの構成要素/種類、対象を示してください。


01.4. 組織の責任投資アプローチをカバーする投資ポリシーの策定時に使用した基準を明示してください。

other (1) description

          All conventions that Sweden has signed, ie includes most of the above mentioned conventions.

01.6. 責任投資アプローチをカバーする組織の投資ポリシーの重要な構成要素、バリエーション、例外事項を簡潔に説明してください。 [任意]

Regardless of issuer, operations should be conducted in a financially, environmentally and socially responsible manner. Första AP-fonden's view is that the companies themselves are responsible for compliance with international conventions, regardless of whether these are directed to national governments, to individuals or to companies and organizations. As a minimum, Första AP-fonden expects all of the companies it invests in to live up to the ten principles for corporate responsibility that are defined in the UN's Global Compact and which include issues related to corporate sustainability.

The policy is implemented both by integrating ESG issues in investment decisions, external manager selection and monitoring and through active ownership. Progress is reported at least annually to the board. The Fund´s Ownership policy is reviewed annually at a minimum.

SG 02. Publicly available RI policy or guidance documents

New selection options have been added to this indicator. Please review your prefilled responses carefully.

02.1. 一般に入手できる組織の投資ポリシー文書を記載してください。その文書のURLを記入し、該当文書を添付してください。





02.4. 補足情報。 [任意]

The English version of the Annual report 2016 where the overall approach is discribed will be published in April.

SG 03. Conflicts of interest

03.1. 組織として、投資プロセスにおける潜在的な利益相反を管理するポリシーを策定しているかどうかについて明示して下さい。

03.2. 投資プロセスにおける潜在的な利益相反を管理するポリシーについて説明してください。

The topic of conflict of interst is included in the Ownership policy of the Fund and states " As an independent government pension fund, the risk that Första AP-fonden will be subject to conflicts of interest is smaller than for many other asset managers. Första AP-fonden uses a three-step process to handle any conflicts of interest. The first step is to identify possible conflicts of interest in advance. The second step is to handle any conflicts of interest through the Managing Director’s decision regarding the Fund’s action in each individual case. For conflicts of interest of particular significance, the Board Chairman is also consulted. Existing conflicts of interest are reported to the Board and published on the Fund’s website as they arise."

03.3. 補足情報。 [任意]

SG 04. Identifying incidents occurring within portfolios (Private)