This report shows public data only. Is this your organisation? If so, login here to view your full report.

Lancelot Asset Management AB

PRI reporting framework 2020

Export Public Responses
Pdf-img

You are in Strategy and Governance » Investment policy

Investment policy

SG 01. RI policy and coverage

New selection options have been added to this indicator. Please review your prefilled responses carefully.

01.1. Indicate if you have an investment policy that covers your responsible investment approach.

01.2. Indicate the components/types and coverage of your policy.

Select all that apply

Policy components/types

Coverage by AUM

01.3. Indicate if the investment policy covers any of the following

01.4. Describe your organisation’s investment principles and overall investment strategy, interpretation of fiduciary (or equivalent) duties,and how they consider ESG factors and real economy impact.

We work actively with sustainability in all our investments – both from a top-down and bottom-up perspective. From a top-down perspective we strive to identify investments that are exposed to sustainable structural trends. We are convinced that sustainability is a fundamental precondition for an innovation, service, or other phenomenon to grow faster than the average of the world economy in the longer term. From a bottom-up perspective we search for investments that actively work with its sustainability responsibility. By analyzing every investment individually, we only invest in companies that meet our investment criteria. Sustainability is an integrated part of our investment analysis and has been so since the foundation of the company.

01.5. Provide a brief description of the key elements, any variations or exceptions to your investment policy that covers your responsible investment approach. [Optional]

We exclude investments of which more than 5% of its production or revenues arise from alcohol, weapons, pornography or gambling while also excluding investments that have any production or revenues from fossil fuels and tobacco. We include investments exposed to certain megatrends and the 17 sustainable development goals. In certain situations, we might override these standards if we identify companies that are undergoing a transformation to become compliant in a foreseeable future. More information about this will be found in our investment policy.

01.6. Additional information [Optional].

          
        

SG 01 CC. Climate risk (Private)


SG 02. Publicly available RI policy or guidance documents

 

02.1. Indicate which of your investment policy documents (if any) are publicly available. Provide a URL and an attachment of the document.

URL/Attachment

URL/Attachment

URL/Attachment

URL/Attachment

URL/Attachment

02.2. Indicate if any of your investment policy components are publicly available. Provide URL and an attachment of the document.

URL/Attachment

URL/Attachment

URL/Attachment

URL/Attachment

URL/Attachment

URL/Attachment

02.3. Additional information [Optional].


SG 03. Conflicts of interest

03.1. Indicate if your organisation has a policy on managing potential conflicts of interest in the investment process.

03.2. Describe your policy on managing potential conflicts of interest in the investment process.

The policy is part of the "Guidlines for conflicts of interest" and describes different situations and how they should be handled.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


Top