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Skandia

PRI reporting framework 2017

Export Public Responses

You are in Strategy and Governance » Investment policy

Investment policy

SG 01. RI policy and coverage

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

01.1. Indicate if you have an investment policy that covers your responsible investment approach.

01.2. Indicate the components/types and coverage of your policy.

Select all that apply

Policy components/types

Coverage by AUM

01.3. Indicate if the investment policy covers any of the following

01.4. Indicate what norms you have used to develop your investment policy that covers your responsible investment approach.

01.5. Describe your organisation’s investment principles, and overall investment strategy, and how they consider ESG factors and real economy impact.

The Skandia investment philosophy is based on a long term approach which gives us the opportunity to wait for favourable valuation, based on the conviction that a long-term investment horizon leads to higher returns. Further, it states that a diversified portfolio with a combination of traditional and alternative asset classes increases our opportunities to generate favourable returns regardless of inflation, market fluctuations or real estate bubbles. Finally, a balanced diversification of risk helps generate higher returns in reltaion to the risk we take. 

As well as creating good returns for our customers, Skandia takes into consideration how certain investments can contribute to sustainable solutions for society within long-term savings, health and welfare.

01.6. Provide a brief description of the key elements, any variations or exceptions to your investment policy that covers your responsible investment approach. [Optional]


SG 02. Publicly available RI policy or guidance documents

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

02.1. Indicate which of your investment policy documents (if any) are publicly available. Provide a URL and an attachment of the document.

URL/Attachment

URL/Attachment

URL/Attachment

URL/Attachment

02.2. Indicate if any of your investment policy components are publicly available. Provide URL and an attachment of the document.

02.3. Indicate if your organisation’s investment principles, and overall investment strategy is publicly available

02.4. Additional information [Optional].


SG 03. Conflicts of interest

03.1. Indicate if your organisation has a policy on managing potential conflicts of interest in the investment process.

03.2. Describe your policy on managing potential conflicts of interest in the investment process.

Skandia’s policy on conflicts of interest refers to Skandia’s sustainability policy, in particular with regard to whistle-blowing and Skandia’s corporate values, which guide all employees when it comes to ethical and professional handling of relations with customers, partners, suppliers, policymakers and other stakeholders. The policy on conflicts of interest also refers to relevant industry guidelines such as “Svenska Fondhandlareförening” and Svensk Försäkring and their recommendations on the definition of associates. In general, Skandia’s policy requires that all employees act with sound judgement, to avoid damaging the company’s reputation and our stakeholders’ trust in Skandia.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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