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PRI reporting framework 2017

Export Public Responses

You are in Indirect – Manager Selection, Appointment and Monitoring » Overview


SAM 01. Role of investment consultants/fiduciary managers

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

01.1. Indicate whether your organisation uses investment consultants and/or fiduciary managers.

01.7. Additional information [Optional].

SAM 02. RI factors in selection, appointment and monitoring across asset classes

02.1. Indicate for which of the following externally managed asset classes your organisation, and/or your investment consultants, consider responsible investment factors in investment manager: (a) Selection, (b) Appointment (investment management agreements/contracts), and (c) Monitoring

Select all that apply

Asset classes

(a) Selection

(b) Appointment

(c) Monitoring

Listed equity

Fixed income - SSA
Fixed income - Corporate (financial)

02.2. Provide a brief description of how your organisation includes responsible investment considerations in your investment manager selection, appointment and monitoring processes.

Note: Nordea uses external managers to manage some of Nordea branded funds, called for example Nordea Global High Yield. I.e where (Nordea) set all premises, the mandate, all ESG restrictions and more, but the fund is managed by for instance in this case company called MacKay Shields.

All white labelled (i.e. Nordea branded) funds have exact the same RI policy and procedure as internally managed funds. They have to follow Nordeas exclusion list and we screen all WL holdings to identify norm breaching companies (environmental, human rights violations, labour rights violation or corruption). These companeis are then subject to engagement, either by Nordeas internal team themselves, and/or in cooperation with our partners.

02.3. Additional information. [Optional]