This report shows public data only. Is this your organisation? If so, login here to view your full report.

S-Bank Plc.

PRI reporting framework 2020

Export Public Responses
Pdf-img

You are in Direct - Fixed Income » ESG incorporation in actively managed fixed income » Implementation processes

Implementation processes

FI 01. Incorporation strategies applied

Indicate (1) Which ESG incorporation strategy and/or combination of strategies you apply to your actively managed fixed income investments; and (2) The proportion (+/- 5%) of your total actively managed fixed income investments each strategy applies to.
SSA
0 Screening alone
0 Thematic alone
0 Integration alone
100 Screening + integration strategies
0 Thematic + integration strategies
0 Screening + thematic strategies
0 All three strategies combined
0 No incorporation strategies applied
100%
Corporate (financial)
0 Screening alone
0 Thematic alone
0 Integration alone
80 Screening + integration strategies
0 Thematic + integration strategies
0 Screening + thematic strategies
20 All three strategies combined
0 No incorporation strategies applied
100%
Corporate (non-financial)
0 Screening alone
0 Thematic alone
0 Integration alone
80 Screening + integration strategies
0 Thematic + integration strategies
0 Screening + thematic strategies
20 All three strategies combined
0 No incorporation strategies applied
100%

01.2. Describe your reasons for choosing a particular ESG incorporation strategy and how combinations of strategies are used.

​We consider responsible investing as a part of our fiduciary duty. Responsibility assessment can provide information on the risks and opportunities that could potentially affect the company’s financial performance in the future, for example, through changes in sales or expenses. These impacts can be triggered by, among other things, changes in legislation or consumption habits that result from a phenomenon or activity associate with responsibility. 

Following the identification of substantial ESG issues, the purpose of ESG integration is to assess a company's ability to take into consideration the risks and opportunities associated with these and to assess whether the price of the company's securities reflect these factors. Portfolio managers are supported in ESG integration by high-quality ESG assessments and ratings produced by third parties. In addition to assessments carried out by third parties, our country analysis utilises country-specific ESG factors included in our own country-risk model.

Some portfolios include themed investments like green bonds.

Screening is part of the process and excluded companies are taken away from the investment universe. We are interested in the performance of our investments in terms of initiatives and principles concerning general international business practices and responsibility-related norms, like for example, the UN Global Compact.

01.3. Additional information [Optional].


FI 02. ESG issues and issuer research (Private)


FI 03. Processes to ensure analysis is robust

03.1. Indicate how you ensure that your ESG research process is robust:

specify description

          Conclusions of the research provider are continuously challenged internally among fund managers. Feedback is given to research provider to improve the quality of the research.
        

03.2. Describe how your ESG information or analysis is shared among your investment team.

03.3. Additional information. [Optional]


Top