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PriorNilsson Fonder

PRI reporting framework 2020

You are in Strategy and Governance » Outsourcing to fiduciary managers and investment consultants


SG 12. Role of investment consultants/fiduciary managers


12.1. あなたの組織では、投資コンサルタントを使用しているかどうかを明示してください。

12.4. 組織が下記のサービスについて投資コンサルタントを利用しているかどうかを記載してください。これらのサービスについてどのような責任投資要素が含まれるのか説明してください。


          We have access to training and consulting services on ESG integration and policy development. Apart from this, our service providers also provide tools for portfolio analysis, ESG ratings and performance on ESG factors.


          We are regularly provided with recommendations and insights on strategic asset allocation from our investment consultants. This is mostly analyses of large ESG trends and their risks and opportunities across asset classes.


          We are provided with analyses of companies in our investment universe (this includes both current and possible holdings) with regards to ESG risks and opportunities.

12.7. 補足情報 [任意]

ESG factors are becoming a more prominent feature in the equity research space and we are using this information to form our views on listed equities. Including ESG factors into investment research is an excellent tool for us as a small fund company to access this type of research which might be too resourse-intensive for us to achieve on our own.