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Lancelot Asset Management AB

PRI reporting framework 2020

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ESG incorporation in actively managed listed equities

Implementation processes

LEI 01. Percentage of each incorporation strategy

01.1. Indicate which ESG incorporation strategy and/or combination of strategies you apply to your actively managed listed equities; and the breakdown of your actively managed listed equities by strategy or combination of strategies.

ESG incorporation strategy (select all that apply)

Percentage of active listed equity to which the strategy is applied — you may estimate +/- 5%
100 %
Total actively managed listed equities 200%

01.2. Describe your organisation’s approach to ESG incorporation and the reasons for choosing the particular strategy/strategies.

The head of sustainability is responsible for the implementation of the main ESG strategies in use.

We use a strategy with the following approach:

1) EXCLUSION / INCLUSION

a.Excluded sectors

b.Megatrends

c.Sustainable development goals

2) ANALYSIS

a.Internal ESG analysis

i.Overview

ii.Environmental

iii.Social

iv.Governance

b.Scorecard (Internal and external)

c.External ESG analysis

3) Reporting / Follow-up

a.Internal ESG analysis

b.External ESG analysis

c.Sustainability policy

d.Fund information

e.Company visit / contact

f.Voting

g.Analysis follow-up

h.External ESG reporting

 

01.3. If assets are managed using a combination of ESG incorporation strategies, briefly describe how these combinations are used. [Optional]


LEI 02. Type of ESG information used in investment decision (Private)


LEI 03. Information from engagement and/or voting used in investment decision-making (Private)


(A) Implementation: Screening

LEI 04. Types of screening applied

04.1. Indicate and describe the type of screening you apply to your internally managed active listed equities.

Type of screening

Screened by

Description

We exclude companies that derive more than 5% of its revenues and/or production from alcohol, weapons, pornography and gambling. We also exclude companies that have any revenues/production from fossil fuels and tobacco.

Screened by

Description

We concentrate on the product and service delivered by the company and see that it falls under both thematic megatrends and the sustainable development goals.

 

Screened by

Description

External screening done by Sustainalytics

04.2. Describe how you notify clients and/or beneficiaries when changes are made to your screening criteria.

Clients and/or beneficiaries are informed of changes on our webpage for responsible investments.


LEI 05. Processes to ensure screening is based on robust analysis

05.1. Indicate which processes your organisation uses to ensure ESG screening is based on robust analysis.

05.2. Indicate the proportion of your actively managed listed equity portfolio that is subject to comprehensive ESG research as part your ESG screening strategy.

05.3. Indicate how frequently third party ESG ratings are updated for screening purposes.

05.4. Indicate how frequently you review internal research that builds your ESG screens.

05.5. Additional information. [Optional]


LEI 06. Processes to ensure fund criteria are not breached (Private)


(B) Implementation: Thematic

LEI 07. Types of sustainability thematic funds/mandates

07.1. Indicate the type of sustainability thematic funds or mandates your organisation manages.

07.2. Describe your organisation’s processes relating to sustainability themed funds. [Optional]

We define these themes as megatrends, and could be:

  • Demographics and social change
  • Changing economic power
  • Technological breakthrough
  • Rapid urbanisation
  • Climate change and resource scarcity

In combination to these, we want these to be connected to the Sustainable Development Goals (SDG) for 2030.


(C) Implementation: Integration of ESG factors

LEI 08. Review ESG issues while researching companies/sectors

08.1. Indicate the proportion of actively managed listed equity portfolios where E, S and G factors are systematically researched as part of your investment analysis.

ESG issues

Proportion impacted by analysis
Environmental

Environmental

Social

Social

Corporate Governance

Corporate Governance

08.2. Additional information. [Optional]


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 robust analysis.

09.2. Indicate the proportion of your actively managed listed equity portfolio that is subject to comprehensive ESG research as part your integration strategy.

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]


LEI 10. Aspects of analysis ESG information is integrated into (Private)


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