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.