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Niederösterreichische Vorsorgekasse AG

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.

Niederösterreichische Vorsorgekasse AG acts upon economic, ecological and social principles. We rely on a detailed sustainability concept which build the framework for our investment decisions. We have defined exclusion criteria as well as positive criteria for our investment process. The sustainability concept is used for the whole portfolio. We stand for good performance with sustainable investments. We are convinced that the incorporation of sustainable aspects minimizes the risks and bring long-term returns. Our target is a completely sustainable portfolio as defined by our sustainability concept. Since 2016 this target has been reached. 

We have also founded a sustainability committee with 10 experts, which gives us support in sustainability matters.

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]

Key elements are our defined exclusion criteria as well as positive criteria. Based on the list of criteria we ensure a fundamental sustainability performance. We do not invest in companies that act in defined industries. The list includes for example: nuclear power, violation of human rights, violation of employment law, pornography, violation of environmental law, coal and coal production, oil sands, fracking.

Furthermore, we have exclusion criteria for countries as well for example violation of human rights, child labour, death penalty, money laundering, violation of democracy, climate protection.

Our target are investments in companies and states that meet the list of positive criteria.

In both cases we work together with an independant, external rating agency. 

01.6. Additional information [Optional].

          
        

SG 01 CC. Climate risk (Private)


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

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

02.3. Additional information [Optional].

Unfortunaetly , our more detailed sustainability concept is not publicly available. 


SG 03. Conflicts of interest

03.1. Indicate if your organisation has a policy on managing potential conflicts of interest in the investment process.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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