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Holberg Fondsforvaltning AS

PRI reporting framework 2020

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

The NBIM exclusion list: https://www.nbim.no/en/the-fund/responsible-investment/exclusion-of-companies/ (also available as a screening template in Bloomberg)

Screened by

Description

We use Sustainalytics as a screening provider for Global Standards (UN Global Compact)

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

Our screening process is described in our guidelines for responsible investments (available on our website).


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.

05.5. Additional information. [Optional]


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.

06.3. Additional information. [Optional]


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