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Nykredit Realkredit Group

PRI reporting framework 2018

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You are in Direct - Listed Equity Incorporation » Outputs and outcomes

成果および結果

LEI 12. How ESG incorporation has influenced portfolio composition

12.1. 組織のESG組み入れ戦略がポートフォリオや投資ユニバースの構成にどういう影響を与えているかを記載してください。

最初の投資ユニバースの削減またはその他の効果について説明してください

The two negatively screened listed SRI-funds exclude producers and distributors of alcohol, tobacco, weapons, pornography and gambling as well as companies that breach international norms. One also excludes producers, distrubtors and servicing companies og fossil fuels. Utilities with more than 50% of energy input deriving from coal is also excluded. These exclude up to 20%.

削減率を明記してください(+/- 5%)

5 %

ESG統合後の効果を記載してください。

組成またはその他の効果に対する影響を説明してください

The portfolio has a distinct overweight in higher ranked companies and a lower carbon footprint than both the ESG benchmark and the traditional benchmarks.

12.2. 補足情報 [任意]


LEI 13. Measurement of financial and ESG outcomes of ESG incorporation

13.1. 上場株式への責任投資アプローチがポートフォリオ(財務業績やESGパフォーマンス)に及ぼす影響を測定しているかどうかを記載してください。

a)ファンドの評判

以下への影響を説明してください: 
影響を説明してください: 
どの戦略を分析しましたか?
Funds' reputation

どの戦略を分析しましたか?

b)ファンドの財務業績: リターン

以下への影響を説明してください: 
影響を説明してください:​
どの戦略を分析しましたか?
Funds' financial performance: return

c)ファンドの財務業績: リスク

以下への影響を説明してください: 
影響を説明してください:​
どの戦略を分析しましたか?
Funds' financial performance: risk
以下への影響を説明してください: 
影響を説明してください:​
どの戦略を分析しましたか?
Funds' ESG performance

13.2. こうした結果を決定する方法について説明してください。

Nykredit tracks the performance relative to benchmarks. If Nykredit decides to screen out a company or sector we track the development of these. We also try to deconstruct the different companies contribution to return in the portfolio. The causality behind this needs to be questioned every time.

One example of risk reduction is the Equifax scandal, which we had no active exposure to beceause of our ESG-approach.


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

14.1. 組織の投資見解や報告年度のパフォーマンスに影響を与えたESG問題の例を挙げてください。

ESG問題および説明

Privacy and data security

投資決定やパフォーマンスへの影響

Equifax was not in any actively managed funds, when the breach occured. This effected the performance positively.

ESG問題および説明

Breaches of human rights by Phillips 66, Dakota Access Pipeline

投資決定やパフォーマンスへの影響

Because of the controversy and eventual exclusion Nykredit had no exposure to the company in our actively managed funds all of 2017 and from March 2017 in no funds at all. The has had a neutral effect on the portfolios. Because of the increase in the US-oilproduction the company has done well, but the equity market in general has done equally well.

ESG問題および説明

Tobacco producers

Our actively managed funds has no exposure to tobacco production. Some have a negative screening and some have decided not to invest from an ESG approach.

投資決定やパフォーマンスへの影響

Eventhough tobacco producers have done extrodinarily well historically the performance has changed. The past 5 years the performance has been neutral and last year performance was helped by not investing in tobacco producers.

 

14.2. 補足情報 [任意]


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