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Holberg Fondsforvaltning AS

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.

Our investment philosophy incentivizes sustainability in our investments. Long-term value creation requires each company to be conscious of its consumption of scarce resources and to acknowledge the importance of minimizing the impact of certain risk factors in order to maintain a sustainable business model. Our funds are actively managed and their objective is to provide the unit holders with the best possible long-term risk-adjusted return. We have concentrated portfolios (20-40 holdings) which allow each portfolio manager to engage with and better understand each company.

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.

URL/Attachment

Attachment

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.

Our policy covers conflicts of interest between the funds, between the management company and the funds and between employees and the funds. 

Our full policy on managing potential conflicts of interest is publicly available here: https://www.holberg.no/media/1329/retningslinjer-for-identifikasjon-og-haandtering-av-interessekonflikter.pdf (Norwegian only)

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Not Completed)


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