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PRI reporting framework 2017

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You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes » (A) Implementation: Screening

(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


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


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)