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PriorNilsson Fonder

PRI reporting framework 2020

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

(A) Implementation: Screening

LEI 04. Types of screening applied

04.1. Indicate and describe the type of screening you apply to your internally managed active listed equities.

Type of screening

Screened by

Description

We are restricting our funds’ investment universes (i.e. the companies and asset classes we can invest in) by excluding such companies that are operating in sectors where there is a general prohibition or in conflict with our ESG commitments on the policy level. The general prohibition excludes companies involved in controversial weapons such as cluster mines, landmines, nuclear weapons, biological weapons, chemical weapons as well as weapons of white phosphorus or depleted uranium. Apart from this, there are no absolute prohibitions towards any specific type of investment. Instead, ESG factors are well-integrated into the fundamental analysis prior to every investment decision.

External resources such as reports and ESG research data are being used by PriorNilsson to consider exclusion. As an example, the AP7 fund communicates a ”blacklist” bi-annually that serves as a basis for exclusion from our investment universe. On top of this, our external ESG research analysis providers supply us with ad hoc recommendations on companies that could be excluded.

On a post-investment basis the news flow regarding portfolio holdings is naturally covered for news that could lead to exclusion based on our commitments.

Screened by

          Chemical Weapons Convention (CWC)
Ottawa Treaty
Convention on Cluster Munitions
Non-Proliferation Treaty (NPT)
The Biological Weapons Convention
        

Description

Our ESG research supplier Sustainalytics (formerly GES) is performing bi-annually norm-based screenings of our portfolio companies.

We also perform our own norm-based screenings where we look at the AP7 "Black list" of companies that breach the Ten UN Global Compact Principles and the Paris Agreement of 2015. This screening is performed bi-annually.

On top of these assessments and screenings we are also performing ad-hoc screenings whenever someone on PriorNilsson considers this necessary.

04.2. Describe how you notify clients and/or beneficiaries when changes are made to your screening criteria.

This will result in a change in our external communication via our website and in presentation material to clients. Whenever the screening criteria are updated we also update our publically available policy for responsible investments on the SWESIF platform ("Hållbarhetsprofilen"). This information is then accessible to both clients as well as the general public.


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

05.1. Indicate which processes your organisation uses to ensure ESG screening is based on robust analysis.

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

05.3. Indicate how frequently third party ESG ratings are updated for screening purposes.

05.5. Additional information. [Optional]

We are using ESG screenings and ratings from Sustainalytics, a market-leading ESG research supplier that, in our view, is very reliable and up to date.

Because of data issues, relevant information may not always be accessible to Sustainalytics for screenings.

Our independent compliance and risk assurers are assessing our screening decisions as well as our general operational ESG activity.


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


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