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Nordea

PRI reporting framework 2017

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Implementation processes

FI 04. Incorporation strategies applied

04.1. Indicate 1) Which ESG incorporation strategy and/or combination of strategies you apply to your actively managed fixed income investments; and 2) The proportion (+/- 5%) of your total actively managed fixed income investments each strategy applies to.

SSA
0 Screening alone
0 Thematic alone
0 Integration alone
100 Screening + integration strategies
0 Thematic + integration strategies
0 Screening + thematic strategies
0 All three strategies combined
0 No incorporation strategies applied
100%
Corporate (financial)
0 Screening alone
0 Thematic alone
0 Integration alone
100 Screening + integration strategies
0 Thematic + integration strategies
0 Screening + thematic strategies
0 All three strategies combined
0 No incorporation strategies applied
100%

04.2. Describe your reasons for choosing a particular ESG incorporation strategy and how combinations of strategies are used.

Norm screening strategy: Nordea want to ensure that we do not invest in companies involved in thermal coal mining or producing illegal weapons or nuclear weapons. In order to do so, we need to screen our funds to identify which companies we need to exclude.

ESG-integration strategy: Further, we believe in the means of ESG-integration. Not at least is this also an important principle in the PRI. We have therefore made ESG comapny specific information available to all our portfolio managers. We see this as an important part of being a responsible investor, delivering returns with responisibility, being compliant with the PRI principles and being a role model for peers within RI. Further, we believe that ESG information can make the PMs take better investment decisions, i.e improve return or not at least reduce risk.

04.3. Additional information [Optional].


FI 05. ESG issues and issuer research

05.1. Indicate which ESG factors you systematically research as part of your analysis on issuers.

Select all that apply
SSA
Corporate (financial)
Environmental data
Social data
Governance data

05.2. Indicate what format your ESG information comes in and where you typically source it

Indicate who provides this information  

Indicate who provides this information  

Indicate who provides this information  

Indicate who provides this information  

05.3. Provide a brief description of the ESG information used, highlighting any differences in sources of information across your ESG incorporation strategies.

We use our external service provider Ethix for screening. We further use MSCI, Oekom, Reprisk, Bloomberg, Data Stream, CDP and Solaron among others for ESG research, also to support our internal analysis.

05.4. Additional information. [Optional]


FI 06. Processes to ensure analysis is robust

06.1. Indicate how you ensure that your ESG research process is robust:

06.2. Describe how your ESG information or analysis is shared among your investment team.

06.3. Additional information. [Optional]


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