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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. 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。




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.



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)