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Söderberg & Partners Asset Management S.A.

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 (Not Applicable)


SG 17. ESG issues for externally managed assets not reported in framework

17.1. Describe how you address ESG issues for externally 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

Commodities

The Company's responsible investment activities are based on the sustainability analysis developed by Söderberg & Partners Wealth Management AB. All grades are based on the group-wide analysis, where a fund can receive a red, a yellow or a green grade. The sustainability rating is based on two parameters; Positive screening and Responsible ownership. The aggregated rating is used in the investment decision when selecting and evaluating a fund manager and a fund.  In existing investments, a systematic annual follow-up is conducted in combination with a discussion with fund managers or sustainability analysts.

This process initiates a dialogue and/or collaboration between the Company and the management company for the specific asset class, where improvements are discussed as well as a clearer view of the sustainability level of the portfolio is achieved.

Hedge funds - DDQ

Select whether you use the PRI Hedge Fund DDQ

Hedge funds

The Company's responsible investment activities are based on the sustainability analysis developed by Söderberg & Partners Wealth Management AB. All grades are based on the group-wide analysis, where a fund can receive a red, a yellow or a green grade. The sustainability rating is based on two parameters; Positive screening and Responsible ownership. The aggregated rating is used in the investment decision when selecting and evaluating a fund manager and a fund.  In existing investments, a systematic annual follow-up is conducted in combination with a discussion with fund managers or sustainability analysts.

This process initiates a dialogue and/or collaboration between the Company and the management company for the specific asset class, where improvements are discussed as well as a clearer view of the sustainability level of the portfolio is achieved.

Money market instruments

The Company's responsible investment activities are based on the sustainability analysis developed by Söderberg & Partners Wealth Management AB. All grades are based on the group-wide analysis, where a fund can receive a red, a yellow or a green grade. The sustainability rating is based on two parameters; Positive screening and Responsible ownership. The aggregated rating is used in the investment decision when selecting and evaluating a fund manager and a fund.  In existing investments, a systematic annual follow-up is conducted in combination with a discussion with fund managers or sustainability analysts.

This process initiates a dialogue and/or collaboration between the Company and the management company for the specific asset class, where improvements are discussed as well as a clearer view of the sustainability level of the portfolio is achieved.

17.2. Additional information.


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