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Formuepleje

PRI reporting framework 2020

You are in Strategy and Governance » Asset class implementation not reported in other modules

Asset class implementation not reported in other modules

SG 16. ESG issues for internally managed assets not reported in framework

Describe how you address ESG issues for internally managed assets for which a specific PRI asset class module has yet to be developed or for which you are not required to report because your assets are below the minimum threshold.

Asset Class

Describe what processes are in place and the outputs or outcomes achieved

Fixed income - Corporate (non-financial)

Formuepleje is working together with an external ESG provider who oversees the portfolios. The sources used are regularly evaluated. The monitoring is systematic and based on specific international conventions and guidelines. When an alert is published, the ESG provider initiates in-depth research and analysis of each incident through contact with the company and relevant sources to verify available information and to access more information and receive regular updates. The company’s measures to address the issue is also assessed. The ESG analysis is conducted by the portfolio Managers in tandem with financial analysis.
The ESG Committee of Formuepleje meet on an ongoing basis to discuss companies violating the principles. An important aspect in the discus­sions is the level and progress of the con­firmed incidents. We closely monitor the willing­ness by the management to incorporate initia­tives that mitigate and solve the controversies. If the company is found to be responsible for severe violations and show little or no willingness to address the ESG incidents we exclude the com­pany from our investable universe. The company will only be removed from our ex­clusion list if the company is able to document initiatives that solve the incidents.

16.2. Additional information [Optional].


SG 17. ESG issues for externally managed assets not reported in framework (Not Applicable)


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