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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. 以下を記載してください。(1)組織でのアクティブ運用上場株式にどのESG組み入れ戦略や組み合わせを使用しているか(2)アクティブ運用している上場株式の戦略または戦略の組み合わせ別内訳

ESG組み入れ戦略 (当てはまるものをすべてお選びください)
アクティブ運用される上場株式に戦略が適用される割合 (推定 +/- 5%)
82 %
アクティブ運用される上場株式に戦略が適用される割合 (推定 +/- 5%)
18 %
アクティブ運用している上場株式の合計 100%

03.2. 組織が実施しているESG組み入れアプローチ、および、特定のESG組み入れ戦略を選択している場合はその理由を説明してください。

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. ESG組み入れ戦略の組み合わせを使用して資産を運用している場合、ESG戦略の組み合わせをどのように使用しているかを簡単に説明してください。 [任意]


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. 組織内でアクティブ運用している上場株式に適用するスクリーニングの種類を記載し、説明してください。

スクリーニングの種類

スクリーニング実行者

説明

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.

スクリーニング実行者

説明

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

06.2. スクリーニング基準の設定方法、基準の見直し頻度、基準の変更を顧客や受益者に通知する方法について説明してください。

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. スクリーニングが徹底した分析に基づいていることを確実にするために、組織が使用しているプロセスを選択してください。

07.2. 補足情報。 [任意]


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. アクティブ戦略において企業やセクターを調査する際、ESG問題を見直しているかどうかについて記載してください。

ESG問題

これらの問題の見直しの対象および程度​

E(環境)

Environmental

S(社会)

Social

コーポレートガバナンス

Corporate Governance

10.2. 補足情報。 [任意]


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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