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Folksam

PRI reporting framework 2020

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Post-investment (monitoring)

PE 09. Proportion of companies monitored on their ESG performance

09.1. Indicate whether your organisation incorporates ESG issues in investment monitoring of portfolio companies.

09.2. Indicate the proportion of portfolio companies where your organisation included ESG performance in investment monitoring during the reporting year.

 (in terms of total number of portfolio companies)

09.3. Indicate ESG issues for which your organisation typically sets and monitors targets (KPIs or similar) and provide examples per issue.

ESG issues

List up to three example targets of environmental issues

Example 1

          The companies/funds are required to set an action plan on how to reduce their negative climate and environmental impact.
        

Example 2 (optional)

          
        

Example 3 (optional)

          
        

List up to three example targets of social issues

Example 1

          The companies/funds are required to set an action plan on how to improve human rights within their business activities.
        

Example 2 (optional)

          
        

Example 3 (optional)

          
        

List up to three example targets of governance issues

Example 1

          The companies/funds are required to set an action plan against corruption
        

Example 2 (optional)

          
        

Example 3 (optional)

          
        

09.4. Additional information. [Optional]

Our guidelines for responsible investments include all asset classes since January 1, 2017.


PE 10. Proportion of portfolio companies with sustainability policy

10.1. Indicate if your organisation tracks the proportion of your portfolio companies that have an ESG/sustainability-related policy (or similar guidelines).

10.2. Indicate what percentage of your portfolio companies has an ESG/sustainability policy (or similar guidelines).

(in terms of total number of portfolio companies)

10.3. Additional information. [Optional]

The portfolio consists of a range of different kinds of holdings of various vintage, however before an investment is made we request relevant information, such as an ESG policy. All investments made after 2017 are subject to our ESG requirements and for those investments the percentage is >90 %


PE 11. Actions taken by portfolio companies to incorporate ESG issues into operations

11.1. Indicate the types of actions taken by your portfolio companies to incorporate ESG issues into operations and what proportion of your portfolio companies have implemented these actions.

Types of actions taken by portfolio companies

Implemented by percentage of portfolio companies

(in terms of total number of portfolio companies)

Implemented by percentage of portfolio companies

(in terms of total number of portfolio companies)

Implemented by percentage of portfolio companies

(in terms of total number of portfolio companies)

11.2. Describe how your organisation contributes to the portfolio companies’ resourcing and management of ESG issues.

We do not track this for portolio companies however we have developed and implemented a new framework for engagement and dialogue with the fund managers where relevant ESG information is discussed and monitored.


PE 12. Type and frequency of reports received from portfolio companies

12.1. Indicate the type and frequency of reports you request and/or receive from portfolio companies covering ESG issues.

Type of reporting 

          Depending on the type of investment, the requested reports varies.
        

Typical reporting frequency 

12.2. Describe what level of reporting you require from portfolio companies, and indicate what percentage of your assets are covered by ESG reporting.[OPTIONAL]


PE 13. Disclosure of ESG issues in pre-exit

13.1. Indicate whether during the reporting year your organisation disclosed information on ESG issues to potential buyers prior to exit for private equity investments.

13.2. Apart from disclosure, describe how your organisation considers ESG issues at exit.

13.3. Additional information.


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