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Storebrand Asset Management

PRI reporting framework 2020

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Outputs and outcomes

LEI 12. How ESG incorporation has influenced portfolio composition

12.1. Indicate how your ESG incorporation strategies have influenced the composition of your portfolio(s) or investment universe.

Describe any reduction in your starting investment universe or other effects.

The effects on our investment universe of implementing the Storebrand standard is that 6-7% of the investable universe is excluded at any given time. In addition the fossil free criteria and additional ethical criteria further restrict the universe. As explained previously, the Storebrand standard applies to 100% of all funds and portfolios managed by Storebrand Asset Management, without exception.

 

The effects of extra screening on fossil free criteria (5% revenue from production and/or distribution of fossil fuels) are significant. The entire Energy sector, and much of the Utilities sector is excluded for the funds that this criterion applies to.

Only top performers of each sector (ranked by Sustainability Rating) are available for investment in Storebrand Global Solutions/SPP Global Solution.

Storebrand's coal criteria, which restricts investment in companies with over 25% of revenues from coal, is a part of the Storebrand standard and restricts the investment universe for all Storebrand funds and portfolios.

Specify the percentage reduction (+/- 5%)

7 %

Describe any alteration to your investment universe or other effects.

The effects of extra screening on fossil free criteria (5% revenue from production and/or distribution of fossil fuels) are significant. The entire Energy sector, and much of the Utilities sector is excluded for the funds that this criterion applies to.

Only top performers of each sector (ranked by Sustainability Rating) are available for investment in Storebrand Global Solutions/SPP Global Solution.

Storebrand's coal criteria, which restricts investment in companies with over 25% of revenues from coal, is a part of the Storebrand standard and restricts the investment universe for all Storebrand funds and portfolios.

Select which of these effects followed your ESG integration.

12.2. Additional information.[Optional]


LEI 13. Examples of ESG issues that affected your investment view / performance (Private)


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