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SPF Beheer

PRI reporting framework 2018

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Outputs and outcomes

LEI 12. How ESG incorporation has influenced portfolio composition

12.1. Indicate how your ESG incorporation strategies have influenced the composition of your portfolio(s) or investment universe.

Describe any reduction in your starting investment universe or other effects.

Our investable universe are all mid- and large cap companies listed on the stock exchange in developed countries. Initially, this is reduced by the 56 names that are currently listed on our exclusion list. Additionally, also companies that do not pass our SRI screening (even though are not on the exclusion list) will not be included in our portfolio.

Although companies are continuously screened for the exclusion list, the SRI screening for companies to enter our portfolio is done on an "ad hoc" basis. Whenever we find a financially interesting company, this company is screened on ESG criteria. Therefore, we cannot specify the percentage of companies that is excluded from our portfolio upfront.

Specify the percentage reduction (+/- 5%)

%

Select which of these effects followed your ESG integration:

12.2. Additional information.[Optional]

Because we have completely let go of the benchmark in our concentrated portfolio it is not possible for us to over or underweigh certain assets or sectors.


LEI 13. Measurement of financial and ESG outcomes of ESG incorporation (Private)


LEI 14. Examples of ESG issues that affected your investment view / performance (Private)


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