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Söderberg & Partners Asset Management S.A.

PRI reporting framework 2020

You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes » (A) Implementation: Screening

(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

The Company does not invest in companies that do not show a willingness to comply with the Company’s implementation of the Policy or where the Company deems that the companies are not likely to address the problematic issues stated below within an acceptable amount of time.
- companies that manufacture, modernize, sell or buy products that are specially designed for controversial weapons or nuclear weapons
- companies where more than 30% of their sales come from coal mining
- companies that produce pornographic material
- companies that violate international norms and conventions related to the environment, human rights, labour rights and business ethics, e.g. the UN Global Compact and the OECD guidelines for multinational companies

Screened by

Description

See answer from Negative/exclusionary screening.

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

Changes to the screening criteria are provided in the Policy 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.

05.5. Additional information. [Optional]


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


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