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Söderberg & Partners Asset Management S.A.

PRI reporting framework 2020

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.

Sustainability is an integral part of the Company’s corporate culture, and the asset management is based on the foundation laid out in the Policy for Responsible Investment. Sustainability refers to the environment, climate, human rights, labour standards and business ethics, and is based on international norms. We believe that companies which conduct their business in a responsible and sustainable manner will benefit both their customers and the society.

The purpose of the sustainability work is to impact the world for the better. Therefore, the Company incorporates research within sustainability and responsible ownership to work on the approaches that results in the greatest positive impact.

The inclusion strategy focuses on the potential impact of environmental, social and governance issues on companies. The Company will include companies where possibilities exist for improvement and where there are opportunities to engage.

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.


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]

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.

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

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 Company shall always act in the best interest of its investors and the Sub-Funds and consequently work towards avoiding conflicts of interest. The Policy applies to the Company’s Board, management and employees, including independent contractors and consultants. To prevent conflicts of interest, all actions shall be taken with the purpose to be in the best interest of the Sub-funds/unitholders, and shall be taken independently in relation to the interests of the Group, the employees, the Board members etc. To ensure this, the Company have set up several organisational and administrative procedures.

03.3. Additional information. [Optional]

SG 04. Identifying incidents occurring within portfolios (Private)