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Lynx Asset Management AB

PRI reporting framework 2020

You are in Strategy and Governance » Promoting responsible investment

Promoting responsible investment

SG 09. Collaborative organisations / initiatives

09.1. Select the collaborative organisation and/or initiatives of which your organisation is a member or in which it participated during the reporting year, and the role you played.

Select all that apply

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Actively promote the PRI principles within the asset management industry in general and the hedge fund industry in particular.

Attended conferences and seminars arranged by the PRI.

Involved in PRI working group. 

 

          Standards Board for Alternative Investments (SBAI)
        

Your organisation’s role in the initiative during the reporting year (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

The SBAI is an initiative that is aimed at creating and promoting standards of good governance, transparency, integrity and ownership practices for the alternatives industry. It is a comply or explain regime and we report on our compliance with the standards on an annual basis. We became members in 2008, soon after it was formed, through Brummer & Partners that was one of the founding members of SBAI. Brummer & Partners owns 40% of Lynx Asset Management. In 2012, Lynx Asset Management became a signatory on its own merits.

The Head of Responsible Investment at Brummer & Partners regularly attends SBAI events and participates in their panels. 

          Sweden´s Forum for Sustainable Investment (Swesif)/Hållbarhetsprofilen
        

Your organisation’s role in the initiative during the reporting year (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Swesif is an independent association that has its purpose in sustainable investment and its mandate in the breadth and representativeness of its members. Swesif was founded in 2003 and has more than 100 members, most of whom are asset owners and asset managers.

Swesif has launched an ESG profile, Hållbarhetsprofilen, a standardised information leaflet for funds. Its purpose is to provide clear and easy access to information on how the fund applies various sustainability criteria in its fund management. The main target group for Hållbarhetsprofilen is individual investors.

Lynx has achieved a green checkmark for completing the template according to the standard provided by Hållbarhetsprofilen.

          The Alternative Investment Management Association (AIMA)
        

Your organisation’s role in the initiative during the reporting year (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]


SG 09.2. Assets managed by PRI signatories (Not Applicable)


SG 10. Promoting RI independently

10.1. Indicate if your organisation promotes responsible investment, independently of collaborative initiatives.

10.2. Indicate the actions your organisation has taken to promote responsible investment independently of collaborative initiatives. Provide a description of your role in contributing to the objectives of the selected action and the typical frequency of your participation/contribution.

Description

          External training was provided to clients and other stakeholders via panel participation at industry events and workshops. Most recently on the topic of emergence of ESG futures on equity indices. We regularly update clients in face-to-face meetings on our RI activities and frequently complete client specific ESG/RI questionnaires. We provide input to working groups such as the PRI.
        

Frequency of contribution

Description

          We have participated in surveys and interviews on our RI work for research papers and students' theses.
        

Frequency of contribution

Description

          We are transparent in disclosing what sustainability means to us i.e on the website, how we apply it and we update our investors on the activities in the RI area both in meetings but also through documentation.
        

Frequency of contribution

Description

          We have participated on panels regarding hedge funds and responsible investment. Most recently on the topic of emergence of ESG futures on equity indices but also at events hosted by the SBAI.
        

Frequency of contribution

Description

          We are encouraging the adoption of the PRI in dialogues with stakeholders and when speaking at industry events. We are of the opinion that our entry to the PRI will encourage others to do so. In 2019 our CEO and a senior person from the business development team met with a peer in our offices to discuss sustainability matters.
        

Frequency of contribution

Description

          In 2019, Ann-Sofie Odenberg, Head of Responsible Investment at Brummer & Partners, participated in the working group drafting best practice guidelines for macro hedge funds including CTA´s.
        

Frequency of contribution

specify description

          Swiss Sustainable Finance (SSF)
        

Description

          SSF is a Swiss association aiming to strengthen the country´s position in the global marketplace for sustainable finance. In 2018, SSF coordinated an initiative for an Open letter to global index providers to exclude controversial weapons from mainstream indices. In March 2019, Lynx became a signatory of this effort along with 166 signatories corresponding to 8.8 trillion USD in assets.
        

Frequency of contribution

10.3. Describe any additional actions and initiatives that your organisation has taken part in during the reporting year to promote responsible investment [Optional]


SG 11. Dialogue with public policy makers or standard setters (Not Completed)


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