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Skandia

PRI reporting framework 2017

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ESG incorporation in actively managed listed equities

Implementation processes

LEI 03. Percentage of each incorporation strategy

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

03.1. Indicate (1) which ESG incorporation strategy and/or combination of strategies you apply to your actively managed listed equities and (2) the breakdown of your actively managed listed equities by strategy or combination of strategies (+/- 5%)

ESG incorporation strategy (select all that apply)

Percentage of active listed equity to which the strategy is applied
82 %
Percentage of active listed equity to which the strategy is applied
18 %
Total actively managed listed equities 100%

03.2. Describe your organisation’s approach to incorporation and the reasons for choosing the particular ESG incorporation strategy/strategies.

All internally managed listed equities are screened quarterly. Skandia expect that companies we invest in willl follow UN Global Compact. Based on the screening outcome, as well as severity and ownership share, we engage with those companies that are in breach with our ownership policy. If a breach happens and if we do not see any willingness to change, Skandia will divest and/or exclude from investmnet universe. Further, Skandia does not invest in companies that produce tobacco or produce and/or develop controversial waepons nor companies that have >30% of revenues from coal production.

03.3. Where assets are managed using a combination of ESG incorporation strategies, briefly describe how these combinations are used. [Optional]


LEI 04. Type of ESG information used in investment decision (Private)


LEI 05. Information from engagement and/or voting used in investment decision-making (Private)


(A) Implementation: Screening

LEI 06. Types of screening applied

06.1. Indicate and describe the type of screening you apply to your internally managed active listed equities.

Type of screening

Screened by

Description

All internally managed listed equities are screened quarterly. Skandia expect that companies we invest in willl follow UN Global Compact. Based on the screening outcome, as well as severity and ownership share, we engage with those companies that are in breach with our ownership policy. If a breach happens and if we do not see any willingness to change, Skandia will divest and/or exclude from investmnet universe. Further, Skandia does not invest in companies that produce tobacco or produce and/or develop controversial waepons nor companies that have >30% of revenues from coal production.

Screened by

Description

Skandia uses 2 different service providers for regular screeninng of the portfolios.

06.2. Describe how the screening criteria are established, how often the criteria are reviewed and how you notify clients and/or beneficiaries when changes are made.

The screening criterias are derived from our ownership policy. The policy is formally reviewed and decided upon annually by the Skandia board. However, current topics, issues and/or products are continously assessed, and proposition papers are developed and assessed by the ESG committees. Position papers are continously published on the web and distributed via other channels (such as leaflets, Hållbarhetsprofilen, Sustainability report etc). 


LEI 07. Processes to ensure screening is based on robust analysis

07.1. Indicate which processes your organisation uses to ensure screening is based on robust analysis.

07.2. Additional information. [Optional]


LEI 08. Processes to ensure fund criteria are not breached (Private)


(C) Implementation: Integration of ESG issues

LEI 10. Review ESG issues while researching companies/sectors

10.1. Indicate if E, S and G issues are reviewed while researching companies and/or sectors in active strategies.

ESG issues

Coverage/extent of review on these issues

Environmental

Environmental

Social

Social

Corporate Governance

Corporate Governance

10.2. Additional information. [Optional]


LEI 11. Processes to ensure integration is based on robust analysis (Private)


LEI 12. Aspects of analysis ESG information is integrated into (Private)


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