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PRI reporting framework 2020

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You are in Indirect – Manager Selection, Appointment and Monitoring » Appointment


SAM 04. Appointment processes (listed equity/fixed income)

04.1. Indicate if in the majority of cases and where the structure of the product allows, your organisation does any of the following as part of the manager appointment and/or commitment process

04.2. Provide an example per asset class of your benchmarks, objectives, incentives/controls and reporting requirements that would typically be included in your managers’ appointment.

Asset class


ESG Objectives

          Negative ethical investment criteria

Incentives and controls

Reporting requirements

04.3. Indicate which of these actions your organisation might take if any of the requirements are not met

04.4. Provide additional information relevant to your organisation`s appointment processes of external managers. [OPTIONAL]

          THIS IS VERY IMPORTANT, PLEASE READ: Folksam has outsourced our asset management to Swedbank Robur although we have kept the corporate governance and ESG work internally within our organisation. Through our agreement with Swedbank Robur they screen all holdings and potential holdings according to our ethical investment criteria. This is reported to Folksam four times a year. The other ESG and corporate governance work such as engagement, proxy voting et c is performed by Folksam.