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Church of Sweden

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.

Please take a look at our website. https://www.svenskakyrkan.se/responsibleinvestment . Our investment policy clearly states that we should contribute to sustainable value creation in the real economy. And we should avoid investments that we do not want to support such as tobacco, weapons and extraction of fossil fuels.

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

01.6 CC. Indicate whether your organisation has identified transition and physical climate-related risks and opportunities and factored this into the investment strategies and products, within the organisation’s investment time horizon.

Describe the identified transition and physical climate-related risks and opportunities and how they have been factored into the investment strategies/products.

We have conducted, just like last year, a scenario analysis with the PACTA tool on listed equity and corporate bonds. We could conclude that our climate transition portfolio risks are very small. The results confirm that our climate strategy is aligned with a sustainable development scenario.

01.7 CC. Indicate whether the organisation has assessed the likelihood and impact of these climate risks?

Describe the associated timescales linked to these risks and opportunities.

Our current portfolio has been, and is very low on carbon, and will be onwards, since our investment policy is clear on that.

01.8 CC. Indicate whether the organisation publicly supports the TCFD?

01.9 CC. Indicate whether there is an organisation-wide strategy in place to identify and manage material climate-related risks and opportunities.

Describe

We divested already in 2008-9 and have since then invested in climate solutions. We have a climate criterion in our investment policy.

1.10 CC. Indicate the documents and/or communications the organisation uses to publish TCFD disclosures.

specify

          our policy is available on our website as well as climate related investments, also found in our yearly reports on sustainable investment
        

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


URL/Attachment

URL/Attachment

URL/Attachment

URL/Attachment

02.2. Indicate if any of your investment policy components are publicly available. Provide URL and an attachment of the document.

URL/Attachment

URL/Attachment

URL/Attachment

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URL/Attachment

02.3. Additional information [Optional].

All your questions in SG 02.2 are addressed in our financial policy and the investment instructions on RI. For instance, our financial policy for responsible investing also contains a guiding document on how to interpret the exclusionary criteria in detail, and our view on what a sustainable company could be. The policy describes our role as a responsible investor, with engagement as one important feature. In that sense, the engagement policy in integrated in the overall policy, just like the screening/ exclusions policy.


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.

If there is a holding in the portfolio that does not comply with our investment policy, we have a process for that. In the end, we might sell the company or the fund that holds the company. We have also a process for re-investments of companies if they comply with the policy after some time.

03.3. Additional information. [Optional]

 

 

 

 


SG 04. Identifying incidents occurring within portfolios

04.1. Indicate if your organisation has a process for identifying and managing incidents that occur within investee entities.

04.2. Describe your process on managing incidents

We do norms based screening and go into engagement process in cases of severe breaches of international norms.


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