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

Tundra Fonder AB

PRI reporting framework 2018

You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes » (A) Implementation: Screening

(A) Implementation: Screening

LEI 04. Types of screening applied

04.1. Indicate and describe the type of screening you apply to your internally managed active listed equities.

Type of screening

Screened by

Description

Tundra’s ESG process is governed by international standards of responsible investing. These include screening for “norm-based” violatioons, “controversial weapons” and “sector-based” breaches. Norm-based breaches include screening for breaches that are in contravention with the United Nations Global Compact, the guiding principles on Business and Human Rights, OECD Guidelines for Multinational Enterprises and the ILO Tripartite Declara[on of Principles concerning Multinational Enterprises and Social Policy. During this screening, companies’ adherence to international norms for human rights, the environment, labor standards and anti-corruption are assessed. 

Controversial weapons. During this screening, a company’s involvement with prohibited or banned weapons is assessed. There is a zero tolerance as far as these weapons are concerned. Companies with any involvement in controversial weapons are excluded from the fund.

For the Tundra Sustainable Frontier Fund there are additional sectors that are considered to be no-go areas in our sustainability universe. These are sectors involving alcohol, pornography, tobacco, weapons, gambling and extraction/production of fossil fuels. However, if the total revenue from a product from one of these sectors does not exceed 5%, the company may still  be eligible for the sustainable fund. 

Screened by

Description

Norm-based breaches include screening for breaches that are in contravention with the United Nations Global Compact, the guiding principles on Business and Human Rights, OECD Guidelines for Multinational Enterprises and the ILO Tripartite Declaration of Principles concerning Multinational Enterprises and Social Policy. During this screening, companies’ adherence to international norms for human rights, the environment, labor standards and anti-corruption are assessed. 

04.2. Describe how the screening criteria are established, how often the criteria are reviewed and how you notify clients and/or beneficiaries when changes are made.

Screening criteria are based on international standards of responsible investing, country- and sector specific research and established guidelines from external screening experts. We review our criteria continuously to ensure accuracy and that our efforts correspond to current standards.


LEI 05. Processes to ensure screening is based on robust analysis

05.1. Indicate which processes your organisation uses to ensure screening is based on robust analysis.

05.2. Indicate the proportion of your actively managed listed equity portfolio that is subject to comprehensive ESG research as part your ESG screening strategy.

05.3. Indicate how frequently third party ESG ratings are updated for screening purposes.

05.4. Indicate how frequently you review internal research that builds your ESG screens.

05.5. Additional information. [Optional]


LEI 06. Processes to ensure fund criteria are not breached (Private)


Top