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AP4

PRI reporting framework 2020

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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

AP4 has some sectors, products and ESG related issues where we either exclude companies or just do not invest in. We do the screening to ensure that we are not invested in those companies.

Screened by

Description

AP4 has some sectors, products and ESG related issues where we do positive screening to be able to find companies that could benefit from change in behaveor from costumers.

Screened by

          International conventions that are signed by the Kingdom of Sweden.
        

Description

This is mainly in regards to the international conventions that are signed by the Kingdom of Sweden, such as nuclear weapons, cluster munition and land mines.

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

NA, but the fund makes the changes public on our web site.


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.

05.3. Indicate how frequently third party ESG ratings are updated for screening purposes.

05.5. Additional information. [Optional]

By bi-annual screening of the portfolio and heads ups by weekly uppdates.


LEI 06. Processes to ensure fund criteria are not breached

06.1. Indicate which processes your organisation uses to ensure fund criteria are not breached.

06.2. If breaches of fund screening criteria are identified, describe the process followed to correct those breaches.

Immediate action to correct the breach and analyse of what happend. Evaluation of routine and routine description. and if needed, updating the routine/process. Implementation of identified changes, if any.  

06.3. Additional information. [Optional]


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