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Storebrand ASA

PRI reporting framework 2017

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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.

Storebrand's Group Policy on sustainable investments is an overarching structure stating Storebrand's vision and goal on sustainable investments. Storebrand's work on sustainable investments is motivated by the following factors

-  secure long term returns

- avoid complicity to breaches of international norms or conventions through our investments.

- contribute to positive impact on society and the environment

The Group Policy references the UN PRI framework and has included existing policies and guidelines on more specific issues as reference documents. Scope, responsibilities, follow up and reporting is also defined in this overarching policy. Storebrand's Group Policy on sustainable investments covers all asset classes and geographical regions, as well as all externally managed assets,

In addition Storebrand has policy documents relating to the definition and implementation of the Storebrand standard. The standard applies to all AUM and guides work on exclusions and on active ownership. The policy documents are broken into subject areas (eg. corruption, human rights and environmental degradation) and outline relevant international conventions, motivation and methodology.

Policy documents also exist on Storebrand's position on global sustainability trends and on the relationship between sustainability and financial returns.

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]

In addition, a set of policies apply to the selection of external asset managers. Comprehensive ESG guidelines are outlined in the selection process with sustainability being one of the key selection criteria. In addition policies regarding follow up and monitoring of external fund managers ensure quarterly screening and engagement with managers.


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

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

URL/Attachment

URL/Attachment

URL/Attachment

URL/Attachment

URL/Attachment

URL/Attachment

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

02.4. Additional information [Optional].

Please see the newly published integrated Annual Report for the Storebrand Group in English.

URL: https://www.storebrand.no/investor-relations/arsrapporter

 

 


SG 03. Conflicts of interest

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

03.3. Additional information. [Optional]

No explicit policy, but acting on the principle that no parties will receive preferential treatment with respect to engagement, exclusion or voting.

In addition the internal Investment committee whose responsiblity it is to make the final decision on excluded companies does this without knowledge of the company name. All documents prepared on exclusion cases are anonymous.


SG 04. Identifying incidents occurring within portfolios (Private)


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