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) 実施:スクリーニング

LEI 04. Types of screening applied

04.1. 組織内でアクティブ運用している上場株式に適用するスクリーニングの種類を記載し、説明してください。

スクリーニングの種類

スクリーニング実行者

説明

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. 

スクリーニング実行者

説明

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. スクリーニング基準の設定方法、基準の見直し頻度、基準の変更を顧客や受益者に通知する方法について説明してください。

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. スクリーニングが徹底した分析に基づいていることを確実にするために、組織が使用しているプロセスを選択してください。

05.2. ESGスクリーニング戦略の一環で包括的なESG調査の対象となるアクティブ上場株式ポートフォリオの割合を示してください。

05.3. 第三者のESG評価がスクリーニング目的で更新される頻度を示してください。

05.4. 組織のESGスクリーニングを構築するための組織内リサーチを精査する頻度を示してください。

05.5. 補足情報 [任意]


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


Top