This report shows public data only. Is this your organisation? If so, login here to view your full report.

Nordea

PRI reporting framework 2017

Export Public Responses
Pdf-img

You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes » (C) Implementation: Integration of ESG issues

(C) Implementation: Integration of ESG issues

LEI 10. Review ESG issues while researching companies/sectors

10.1. Indicate if E, S and G issues are reviewed while researching companies and/or sectors in active strategies.

ESG issues

Coverage/extent of review on these issues

Environmental

Environmental

Social

Social

Corporate Governance

Corporate Governance

10.2. Additional information. [Optional]


LEI 11. Processes to ensure integration is based on robust analysis

11.1. Indicate which processes your organisation uses to ensure ESG integration is based on a robust analysis.

11.2. Describe how ESG information is held and used by your portfolio managers.

11.3. Additional information.[Optional]


LEI 12. Aspects of analysis ESG information is integrated into

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

12.1. Indicate which aspects of investment analysis you integrate ESG information into.

12.2a. Indicate which methods are part of your process to integrate ESG information into fair value/fundamental analysis and/or portfolio construction.

12.3. Describe how you integrate ESG information into portfolio construction

For the ESG enhanced stars funds, only companies rated B or better on a scale from A to C in our in-house analysis are investable.

Integration key to managing risk:

Since ESG issues are an increasing source of risk and opportunity, we initiated a process to integrate ESG data, both positive and negative, as a factor in assessing investments. At year's end 2013, all investments were integrated. All portfolio managers in Nordea have access to ESG research and company specific information, which they can use as a basis in their overall assessment of a company, and in the investment decision process. We have for example seen than portfolio managers that look at two rather similar companies from a performance persepctive, chose highter rated companies from an ESG perspective over lower rated companies, as a way to reduce additional risk.

The ESG data can help control risk in an investment portfolio, and is a potential indicator of better performance. Full ESG integration will strengthen Nordea's profile as one of Europe's leaders in responsible investment.

12.4a. Describe the methods you have used to adjust the income forecast / valuation tool

discount rates, return forecasts, growth rates

12.2b. Indicate which methods are part of your process to integrate ESG information into fair value/fundamental analysis and/or portfolio construction.

12.4b. Describe the methods you have used to adjust the income forecast / valuation tool

discount rates, return forecasts, growth rates

12.5. Additional information.


Top