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Valtion Eläkerahasto

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

03.1. Provide a breakdown of your externally managed listed equities and fixed income by passive, active quant and, active fundamental and other active strategies.

Listed equity (LE)
30 Passive
10 Active - quantitative (quant)
60 Active - fundamental and active - other
100%
Fixed income - Corporate (financial)
15 Passive
0 Active - quantitative (quant)
85 Active - fundamental and active - other
100%

03.2. Additional information [Optional].


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 - Corporate (financial)?

Screening

Thematic
Integration
None of the above

Passive investment strategies

Passive investment strategies
Listed Equity
FI - Corporate (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

VER engages in passive investing by making investments in index funds and ETF's. With these investments, ESG performance is assessed before the decision is made. Compliance is verified through passive monitoring because investments in fixed-income and exchange-traded funds are based on a given index, without any consideration of the individual assets to be included in the portfolio. As a rule, VER can dispose of these investments quickly if preferred.

04.3. Additional information. [Optional]


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