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LocalTapiola Asset Management Ltd

PRI reporting framework 2017

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You are in Indirect – Manager Selection, Appointment and Monitoring » Listed Equity and Fixed Income Strategies

Listed Equity and Fixed Income Strategies

SAM 03. Breakdown by passive, quantitative, fundamental and other active strategies (Private)


SAM 04. ESG incorporation strategies

04.1. Indicate which of the following ESG incorporation strategies you require your external manager(s) to implement on your behalf:

Active investment strategies

Active investment strategies

Listed Equity
FI - SSA
FI - Corporate (financial)?
FI - Corporate (non-financial)?

Screening

Thematic
Integration
None of the above

Passive investment strategies

Passive investment strategies
Listed Equity
FI - SSA
FI - Corporate (financial)?
FI - Corporate (non-financial)?

Screening

Thematic
Integration
None of the above

04.2. Explain how you integrate ESG factors in the selection, appointment and monitoring of your passive funds

We utilize passive funds to take tactical exposures in our funds of funds and discretionary portfolios. We give an internal ESG score to all our external managers whether their funds are active or passive. All the passive managers whose products we use are PRI signatories. During 2016 we also allocated more funds to a manager with our highest ESG score. As the supply and range of passive ESG funds have increased, we have discretionary portfolios where all the passive funds can be considered ESG.  

04.3. Additional information. [Optional]

We do not have segregated mandates with external managers and therefore we do not require external managers to take action in ESG matters specifically on our behalf. However, we prefer managers that have integrated RI policy into their investment processes.


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