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Tundra Fonder AB

PRI reporting framework 2018

You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes

実施プロセス

LEI 01. Percentage of each incorporation strategy

この指標には新しい設問が追加されています。事前に入力されている回答を精査してください。

01.1. 以下を記載してください。(1)組織でのアクティブ運用上場株式にどのESG組み入れ戦略や組み合わせを使用しているか(2)アクティブ運用している上場株式の戦略または戦略の組み合わせ別内訳

ESG組み入れ戦略 (当てはまるものをすべてお選びください)
アクティブ運用される上場株式に戦略が適用される割合 (推定 +/- 5%)
100 %
アクティブ運用している上場株式の合計 100%

01.2. 組織が実施しているESG組み入れアプローチ、および、特定のESG組み入れ戦略を選択している場合はその理由を説明してください。

Tundra has made the assessment that corporate behaviour concerning ESG-related aspects will have a substantial impact on the long-term competiveness and should hence be taken into consideration. A company with a environmental policy is not only a prerequisite for a sustainable development, it also decreases the risk for future clean-up costs and production stoppages. Social aspects is another cornerstone in Tundra’s sustainability work. The way a company treats its employees affects its long term ability to attract appropriate skills within the work force. E.g. wages or working conditions that violates local laws or international conventions could also result in underestimations of long-term cost levels of a company. Analysis of business ethics and governance is a central component when investing in frontier markets; business ethics in management and members of the board is essential to assure financial returns over time. Improperly completed procurement processes involve a risk of revision and revenue loss at a later stage. Internal corruption drains the company’s operations of resources that could be used for investment or distribution to shareholders. 

01.3. ESG組み入れ戦略の組み合わせを使用して資産を運用している場合、ESG戦略の組み合わせをどのように使用しているかを簡単に説明してください。 [任意]


LEI 02. Type of ESG information used in investment decision (Private)


LEI 03. Information from engagement and/or voting used in investment decision-making (Private)


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)


B) 実施:テーマ

LEI 07. Types of sustainability thematic funds/mandates

07.1. 組織が運用している、サステナビリティをテーマとするファンドやマンデートの種類を記載してください。

07.2. 組織でのサステナビリティをテーマとしたファンドのプロセスについて説明してください。 [任意]


C) 実施: 統合

LEI 08. Review ESG issues while researching companies/sectors

08.1. 投資分析の一部として体系的に調査するESG要因と、この分析の影響を受けるアクティブ戦略の上場株式ポートフォリオの割合を記載してください。

ESG問題

影響を受ける割合
Environmental

E(環境)

Social

S(社会)

Corporate Governance

コーポレートガバナンス

08.2. 補足情報 [任意]


LEI 09. Processes to ensure integration is based on robust analysis (Private)


LEI 10. Aspects of analysis ESG information is integrated into (Private)


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