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Didner & Gerge Fonder AB

PRI reporting framework 2020

You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes » (A) Implementation: Screening

A) 実施:スクリーニング

LEI 04. Types of screening applied

04.1. 組織内でアクティブ運用している上場株式に適用するスクリーニングの種類を記載し、説明してください。




We perform sector based screening to find out the percentege of a company's revenue that strives from tobacco, pornography, military, alcohol, commersial gaming and fossil fuels (including coal). We also screen for alleged or confirmed violations against international norms and conventions in the areas of environment, social responsibility and corporate governance. The screening of international norm and conventions also includes controversial weapons.



We have guidelines that specify we should not invest in companies that have confirmed violations to these norms. If we already own a company that makes a violation we must always at least initiate a dialouge with the company.

04.2. スクリーニング基準が変更された場合に顧客や受益者に通知する方法について説明してください。

The fund company (CEO and board) has set up guidelines with the framework for which criteria we should screen for. We update the guidelines annually and inform clients of changes either through our quarterly reports and/or at our website.There are some differences between the funds on which criteria they must take notice of with regards to the negative screening. None of the funds can invest in companies involved in controversial weapons. The other products and sectors we screen for are pornography, weapons, alcohol, tobacco, commersial gaming and fossil fuels. Some funds do not allow any of the companies to be involved in these areas at all, and some do allow some sectors to some extent. To some extent we have set the criteria in dialouge with clients but mostly it is the decision of the portfolio managers, with of course the company guidelines as a framework. When it comes to the norm based screening the guidelines states that investments should only be made in companies that do not breach international conventions and norms on environment, social aspects (human rigths, labour rights, corruption) and corporate govnernance. The screening service provider sets up screening with regards to a number of international conventions including those mentioned above. The screening is performed at least four times a year.

LEI 05. Processes to ensure screening is based on robust analysis

05.1. スクリーニングが徹底した分析に基づいていることを確実にするために、組織が使用しているプロセスを選択してください。

05.2. ESGスクリーニング戦略の一環で包括的なESG調査の対象となるアクティブ上場株式ポートフォリオの割合を示してください。

05.3. 第三者のESG評価がスクリーニング目的で更新される頻度を示してください。

05.5. 補足情報 [任意]

LEI 06. Processes to ensure fund criteria are not breached (Private)