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Aktia Bank p.l.c.

PRI reporting framework 2018

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Asset class implementation gateway indicators

OO 10. Active ownership practices for listed assets

10.1. Select the active ownership activities your organisation implemented in the reporting year.

Listed equity – engagement

Listed equity – voting

Fixed income SSA – engagement

Please explain why you do not engage directly and do not require external managers to engage with companies on ESG factors.

          Engagement with companies is conducted relating to investments in equities and corporate bonds.
        

Fixed income Corporate (financial) – engagement

Fixed income Corporate (non-financial) – engagement


OO 11. ESG incorporation practices for all assets

11.1. Select the internally managed asset classes in which you addressed ESG incorporation into your investment decisions and/or your active ownership practices (during the reporting year).

Listed equity

Fixed income - SSA

Fixed income - corporate (financial)

Fixed income - corporate (non-financial)

Select the externally managed assets classes in which you and/or your investment consultants address ESG incorporation in your external manager selection, appointment and/or monitoring processes.
Asset class
ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes
Listed equity

Listed equity - ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes

Fixed income - corporate (financial)

Fixed income - corporate (financial) - ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes

Fixed income - corporate (non-financial)

Fixed income - corporate (non-financial) - ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes

Commodities

Commodities - ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes

11.4. Provide a brief description of how your organisation includes responsible investment considerations in your investment manager selection, appointment and monitoring processes.

Responsible investment is a key part of our fund selection activities. We strive to select and recommend funds that act in a responsible way and observe sustainable development.

We demand a certain level of responsibility from our third party funds. The level of responsibility varies somewhat depending on asset class and geographical area. Therefore we do not presuppose, that the methods of other asset managers should be identical with those we employ ourselves in direct investments in equities and corporate bonds.

We demand, that asset managers include responsibility as a part of their investment activities. We expect, that asset managers define their approach to responsible investments, and that they develop, communicate and report about it in an appropriate way. Key factors regarding responsibility are for example signing the UN PRI principles, observation of international norms, observation and inclusion of ESG factors in investment processes, and active ownership. We encourage asset managers to commit to the curbing of climate change and to support the development towards a less carbon dependent society, and observe this in their investment decisions.

In our fund analysis we form a view on how responsibility is accounted for in investment processes and decisions. We evaluate how responsibility impacts the return and risk profile of the funds. We additionally strive to develop the responsible investment activities of the asset managers.


OO 12. Modules and sections required to complete

12.1. Below are all applicable modules or sections you may report on. Those which are mandatory to report (asset classes representing 10% or more of your AUM) are already ticked and read-only. Those which are voluntary to report on can be opted into by ticking the box.

Core modules

RI implementation directly or via service providers

Direct - Listed Equity incorporation

Direct - Listed Equity active ownership

Direct - Fixed Income

RI implementation via external managers

Indirect - Selection, Appointment and Monitoring of External Managers

Closing module

12.2. Additional information. [Optional]


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