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SPOV (Delisted)

PRI reporting framework 2019

Export Public Responses

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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.

The investment universe of SAP portfolio consists of mid- and large cap companies listed on the stock exchange in developed countries. Companies included on the exclusion list are excluded from the investment portfolio. Additionally, also companies that do not pass our SRI/ ESG screening will not be included in our portfolio even though these companies will not be formally included on the exclusion list.

While companies are continuously screened on compliance with the exclusion list, the ESG screening to review if companies are compliant with the ESG standards of the fund is done more on an "ad hoc" basis. For 2019 it is a priority for SPF Beheer to monitor "ESG compliance tool" to allow for continues ESG monitoring. 

If a new investment opportunity is identified, besides the financial side, this company is also 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 the SAP portfolio does not follow a certain benchmark, it is not possible for us to over or underweigh certain assets or sectors.

LEI 13. Examples of ESG issues that affected your investment view / performance (Private)