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Skandia

PRI reporting framework 2017

Export Public Responses

You are in Direct - Fixed Income » ESG incorporation in actively managed fixed income » (A) Implementation: Screening

(A) Implementation: Screening

FI 07. Types of screening applied

07.1. Indicate the type of screening you conduct.

Select all that apply
SSA
Corporate (financial)
Corporate (non-financial)
Negative/exclusionary screening
Positive/best-in-class screening
Norms-based screening

07.2. Describe your approach to screening for internally managed active fixed income

Screening is done according to the Skandia ownership policy quarterly by external screening providers. The screening outcome is continuously discussed with PM team. 

07.3. Additional information. [Optional]


FI 08. Negative screening - overview and rationale

08.1. Indicate why you conduct negative screening.

SSA

SSA

Corporate (financial)

Corporate (fin)

Corporate (non-financial)

Corporate (non-fin)

08.2. Describe your approach to ESG-based negative screening of issuers from your investable universe.

All holdings are screened quarterly. Skandia expects that companies we invest in will comply with UN Global Compact principles. Based on the screening outcome, as well as the severity of the breach and ownership share, we engage with those companies that are in breach with our ownership policy. If a breach occurs and if we do not see any willingness to change toward a more sustainable direction, Skandia will divest and/or exclude from our investment universe. Further, Skandia does not invest in companies that produce tobacco or produce and/or develop controversial weapons nor companies that have >30% of revenues from thermal coal production.

08.3. Additional information. [Optional]


FI 09. Examples of ESG factors in screening process (Private)


FI 10. Screening - ensuring criteria are met

10.1. Indicate which systems your organisation has to ensure that fund screening criteria are not breached in fixed income investments.

Type of screening
Checks
Negative/exclusionary screening?
Norms-based screening

10.2. Additional information. [Optional]


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