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KLP

PRI reporting framework 2019

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You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes » (C) Implementation: Integration of ESG factors

(C) Implementation: Integration of ESG factors

LEI 08. Review ESG issues while researching companies/sectors

08.1. Indicate the ESG factors you systematically research as part of your investment analysis and the proportion of actively managed listed equity portfolios that is impacted by this analysis.

ESG issues

Proportion impacted by analysis
Environmental

Environmental

Social

Social

Corporate Governance

Corporate Governance

08.2. Additional information. [Optional]

The actively managed listed equities are in the Norwegian market where the PMs have good knowledge of the companies and the market. ESG-information related to a company, market etc. is included in a hollistic view of the investment together with other information. 

The fund KLP AksjeGlobal Mer Samfunnsansvar is rebalanced every quarter and companies not in line with the criterias, both negative screeening and positive inclusion by the best in class performers, are reviewed. 


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

09.1. Indicate which processes your organisation uses to ensure ESG integration is based on a robust analysis.

09.3. Indicate how frequently third party ESG ratings that inform your ESG integration strategy are updated.

09.4. Indicate how frequently you review internal research that builds your ESG integration strategy.

09.5. Describe how ESG information is held and used by your portfolio managers.

09.6. Additional information.[Optional]

PMs and the RI-team regularly discuss and share company notes. meeting notes and other relevant information is shared between the teames.


LEI 10. Aspects of analysis ESG information is integrated into

New selection options have been added to this indicator. Please review your prefilled responses carefully.

10.1. Indicate which aspects of investment analysis you integrate material ESG information into.

Proportion of actively managed listed equity exposed to investment analysis

Proportion of actively managed listed equity exposed to investment analysis

Proportion of actively managed listed equity exposed to investment analysis

Proportion of actively managed listed equity exposed to investment analysis

Proportion of actively managed listed equity exposed to investment analysis

Proportion of actively managed listed equity exposed to investment analysis

Proportion of actively managed listed equity exposed to investment analysis

10.2. Indicate which methods are part of your process to integrate ESG information into fair value/fundamental analysis and/or portfolio construction.

10.3. Describe how you integrate ESG information into portfolio weighting.

ESG information is assed in by PMs of the active-fundamental portfolios and weighs in to their overall asessment of the company. 

 

The fund KLP AksjeGlobal Mer Samfunnsansvar is ecolabelled by the Nordic Ecolabelling. It is rebalanced every quarter based on the companies ESG-ratings.

10.4. Describe the methods you have used to adjust the income forecast / valuation tool

The method varies based on the specific investment under review. As an example, costs of compliance with anticipated environmental regulations would be included in valuation models.

10.5. Describe how you apply sensitivity and/or scenario analysis to security valuations.

2018 was the first year that we tested all investments under different climate-scenarios. 

10.6. Additional information. [OPTIONAL]


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