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

Norwegian Government Pension Fund Norway (Norwegian Ministry of Finance and Folketrygdfondet)

PRI reporting framework 2020

You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes » (C) Implementation: Integration of ESG factors

(C) Implementation: Integration of ESG factors

LEI 08. Review ESG issues while researching companies/sectors

08.1. Indicate the proportion of actively managed listed equity portfolios where E, S and G factors are systematically researched as part of your investment analysis.

ESG issues

Proportion impacted by analysis
Environmental

Environmental

Social

Social

Corporate Governance

Corporate Governance

08.2. Additional information. [Optional]

Folketrygdfondet includes all material ESG issues in its investment analysis of specific securities. Although the type of ESG issue that may be material will vary by company, sector, geography, etc., identifying these issues is a core part of Folketrygdfondet's investment philosophy. See Folketrygdfondet's ownership report for more information on how we assess companies: https://www.folketrygdfondet.no/responsible-investment/category388.html

 


LEI 09. Processes to ensure integration is based on robust analysis

09.1. Indicate which processes your organisation uses to ensure ESG integration is based on robust analysis.

          Dedicated ESG resource expected to understand Folketrygdfondet's investment philosophy and contribute with material ESG information relevant to portfolio strategy and positioning
        

09.2. Indicate the proportion of your actively managed listed equity portfolio that is subject to comprehensive ESG research as part your integration strategy.

09.5. Describe how ESG information is held and used by your portfolio managers.

09.6. Additional information. [Optional]

Folketrygdfondet has a team-based approach to active management. We prioritize collaboration and information sharing when compiling our equity and fixed income portfolios. We hold weekly meetings at which the equity team, including the dedicated ESG resource, coordinates our investment decisions. We also hold daily meetings at which the equity, fixed income, and treasury departments exchange information. This includes in-depth reviews of macroeconomic data, trends, sectors, and companies, as well as ESG issues. We use the insights from these meetings in our analysis of the quantitative and qualitative characteristics of portfolios and companies.  In our active management, we select both investment targets and over- and under-weight companies compared to the benchmark index. Our investment decisions reflect financial analysis, ongoing contact with relevant companies and ESG analyses. 


LEI 10. Aspects of analysis ESG information is integrated into

New selection options have been added to this indicator. Please review your prefilled responses carefully.

10.1. Indicate which aspects of investment analysis you integrate material ESG information into.

Proportion of actively managed listed equity exposed to investment analysis

Proportion of actively managed listed equity exposed to investment analysis

Proportion of actively managed listed equity exposed to investment analysis

Proportion of actively managed listed equity exposed to investment analysis

Proportion of actively managed listed equity exposed to investment analysis

10.2. Indicate which methods are part of your process to integrate ESG information into fair value/fundamental analysis.

10.4. Describe the methods you have used to adjust the income forecast/valuation tool.

Folketrygdfondet integrates all material ESG information into its forecasts/valuations. This could include, for example, the impact of new regulation on demand for sustainable products.

10.6. Additional information. [OPTIONAL]


Top