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Avanza Fonder AB

PRI reporting framework 2020

You are in Organisational Overview » Asset class implementation gateway indicators

Asset class implementation gateway indicators

OO 10. Active ownership practices for listed assets

10.1. Select the active ownership activities your organisation implemented in the reporting year.

Listed equity – engagement

10.2. Indicate why you do not engage and do not require external managers to engage.

Avanza Fonder adopted a new active ownership policy in 2019 and is in the beginning of its commitment. In 2019 Avanza Fonder did not engage with companies on ESG factors, but may engage with companies on ESG factors in the future. Avanza Fonder would like to see external managers engage on ESG factors, but it is not currently a requirement. However, all existing external managers engage with companies on ESG factors. Avanza Fonder continuously review and plan to further develope its ESG strategy.

Listed equity – voting

Fixed income SSA – engagement

Please explain why you do not engage directly and do not require external managers to engage with companies on ESG factors.

          Avanza Fonder would like to see external managers engage on ESG factors, but it is not currently a requirement. However, all existing external managers engage with companies on ESG factors. Avanza Fonder continuously review and plan to further develope its ESG strategy.
        

Fixed income Corporate (financial) – engagement

Please explain why you do not engage directly and do not require external managers to engage with companies on ESG factors.

          Avanza Fonder would like to see external managers engage on ESG factors, but it is not currently a requirement. However, all existing external managers engage with companies on ESG factors. Avanza Fonder continuously review and plan to further develope its ESG strategy.
        

Fixed income Corporate (non-financial) – engagement

Please explain why you do not engage directly and do not require external managers to engage with companies on ESG factors.

          Avanza Fonder would like to see external managers engage on ESG factors, but it is not currently a requirement. However, all existing external managers engage with companies on ESG factors. Avanza Fonder continuously review and plan to further develope its ESG strategy.
        

Fixed income Corporate (securitised) – engagement

Please explain why you do not engage directly and do not require external managers to engage with companies on ESG factors.

          Avanza Fonder would like to see external managers engage on ESG factors, but it is not currently a requirement. However, all existing external managers engage with companies on ESG factors. Avanza Fonder continuously review and plan to further develope its ESG strategy.
        

OO 11. ESG incorporation practices for all assets

11.1. Select the internally managed asset classes in which you addressed ESG incorporation into your investment decisions and/or your active ownership practices (during the reporting year).

Listed equity

Select the externally managed assets classes in which you and/or your investment consultants address ESG incorporation in your external manager selection, appointment and/or monitoring processes.
Asset class
ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes
Listed equity

Listed equity - ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes

Fixed income - SSA

Fixed income - SSA - ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes

Fixed income - corporate (financial)

Fixed income - corporate (financial) - ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes

Fixed income - corporate (non-financial)

Fixed income - corporate (non-financial) - ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes

Fixed income - securitised

Fixed income - securitised - ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes

Money market instruments

Money market instruments - ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes

11.3a. If your organisation does not integrate ESG factors into investment decisions on your internally managed assets, explain why not.

​The internally managed assets constitute an index fund that aims to follow an index that does not integrate ESG factors and therefore does not actively select companies in and out. However, Avanza Fonder is continuously reviewing its ESG strategy to improve the ESG integration processes.

 

11.4. Provide a brief description of how your organisation includes responsible investment considerations in your investment manager selection, appointment and monitoring processes.

In the selection process, Avanza Fonder ensure that underlying managers are PRI signatories and that they meet the criteria for primary negative screening. The ESG strategy of the external fund managers and the underlying funds is monitored on a regular basis to ensure that the underlying funds meet the ESG criteria.

11.5. For your externally managed pooled funds, describe any mechanisms in place to set expectations as part of the appointment or commitment process.

As a complement to available public ESG information dialogues are held to ensure that the underlying funds meet the ESG criteria.


OO 12. Modules and sections required to complete

12.1. Below are all applicable modules or sections you may report on. Those which are mandatory to report (asset classes representing 10% or more of your AUM) are already ticked and read-only. Those which are voluntary to report on can be opted into by ticking the box.

Core modules

RI implementation directly or via service providers

Direct - Listed Equity active ownership

RI implementation via external managers

Indirect - Selection, Appointment and Monitoring of External Managers

Closing module

12.2. Additional information. [Optional]


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