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Swedfund International AB

PRI reporting framework 2019

You are in Direct - Fixed Income » ESG incorporation in actively managed fixed income » (C) Implementation: Integration

(C) Implementation: Integration

FI 10. Integration overview

10.1. Describe your approach to integrating ESG into traditional financial analysis.

Please see section OO 11.3 about Swedfunds mission and investment modell standing on three pillars.
Please see section SG 01 about international norms applicable to all Swedfund's investments, including private quity.
Please see section SG 05-06 about RI objectives and progress and Swedfund's Strategic Sustainability Goals.
Please see section SG 07 about Swedfund's investment process, the use of ESGAP and audit plans. 

10.2. Describe how your ESG integration approach is adapted to each of the different types of fixed income you invest in.

Corporate (non-financial)

Swedfund applies the same approach/principles regardless the type of investment, hence the same approach is applied for direct private debt and loan investments (fixed income) as for direct or indirect equity. Please refer to question FI 11.1 for further details 

10.3. Additional information [OPTIONAL]


FI 11. Integration - ESG information in investment processes

11.1. Indicate how ESG information is typically used as part of your investment process.

Select all that apply
Corporate (non-financial)
ESG analysis is integrated into fundamental analysis
ESG analysis is used to adjust the internal credit assessments of issuers.
ESG analysis is used to adjust forecasted financials and future cash flow estimates.
ESG analysis impacts the ranking of an issuer relative to a chosen peer group.
An issuer's ESG bond spreads and its relative value versus its sector peers are analysed to find out if all risks are priced in.
The impact of ESG analysis on bonds of an issuer with different durations/maturities are analysed.
Sensitivity analysis and scenario analysis are applied to valuation models to compare the difference between base-case and ESG-integrated security valuation.
ESG analysis is integrated into portfolio weighting decisions.
Companies, sectors, countries and currency and monitored for changes in ESG exposure and for breaches of risk limits.
The ESG profile of portfolios is examined for securities with high ESG risks and assessed relative to the ESG profile of a benchmark.
Other, specify

11.2. Additional information [OPTIONAL]

ESG is one of three pillars in Swedfund's investment model and is integrated through the whole investment cycle. Please refer to:

OO 11.4 about Swedfunds mission and business model standing on three pillars.
SG 01-02 about international norms applicable to all Swedfund's investments, including private quity.
SG 05-06 about RI objectives and progress and reporting on Swedfund's Strategic Sustainability Goals.
SG 07.2 about Swedfund's investment process, the use of ESG audits and action plans.


FI 12. Integration - E,S and G issues reviewed

12.1. Indicate the extent to which ESG issues are reviewed in your integration process.

Environment
Social
Governance
Corporate (non-financial)

Environmental

Social

Governance

12.2. Please provide more detail on how you review E, S and/or G factors in your integration process.

Corporate (non-financial)

Please refer to section:

OO 11.4 about Swedfunds mission and investment modell standing on three pillars.
SG 01-02 about international norms applicable to all Swedfund's investments, including private quity.
SG 05-06 about RI objectives and progress and reporting on Swedfund's Strategic Sustainability Goals.
SG 07.2 about Swedfund's investment process, the use of ESG audits and action plans.

12.3. Additional information.[OPTIONAL]


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