All holdings are screened twice a year to ensure compliance with our limits and restrictions. The screening gives us information about all companies in our benchmark and how they are performing with reference to internal ESG issues and risk areas, how the company is living up to international norms and conventions, as well as companies affected by our established limits at the fund level. All fund managers also use the research done by our external partner Sustainalytics as well as the research done by sell side analyst who are increasing focus on these issues.
On a quarterly basis all fund managers participate in an internal sustainability seminar to delve deeper into the issues. During these seminars we evaluates corporate sustainability programmes and monitors current controversies and problems. We also use Sustainalytic’s research to discover which companies are at higher risk (low scores in relevant areas) or have potential to improve their sustainability reporting. Based on that information, we can identify investment candidates and prioritise future shareholder engagement.
All fund managers, sales and risk personnel have taken a sustainability course and we have internal and external workshops a couple of times per year.