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PriorNilsson Fonder

PRI reporting framework 2020

You are in Direct - Fixed Income » ESG incorporation in actively managed fixed income » (A) Implementation: Screening

A) 実施:スクリーニング

FI 04. Types of screening applied

04.1. 実施するスクリーニングの種類を記載してください。

ネガティブ/ 排他的スクリーニング

04.2. 組織内でアクティブ運用している債券に適用するスクリーニングのアプローチを記載してください。

Our ESG research supplier is performing bi-annual norm-based screenings of our portfolio companies. Our criteria for exclusion (based on international principles and frameworks) and black lists are also narrowing our investment universe ex-ante. 

This is the same approach as for every other asset class in our investment management, including our fixed income investments.

04.3. 補足情報 [任意]

We do not conduct any own ESG factor screenings, but we follow recommendations from others. E.g. the bi-annual AP7 screening, based on ESG factors such as negative environmental impact, breaches of international standards for human rights, labor rights, civil rights and corruption. These AP7 screenings result in a black list which is then used as a criteria of exclusion.

Our external ESG research provider performs norms-based screenings of our holdings (fixed income as well as listed equities). The norms used in this screening are the principles and commitments we're adhering to via our SWESIF's sustainability declaration for funds (Hållbarhetsprofilen).

FI 05. Examples of ESG factors in screening process (Private)

FI 06. Screening - ensuring criteria are met

06.1. 債券投資においてファンドスクリーニングの基準に違反がないことを確認するために組織が使用しているシステムを記載してください。


06.2. 補足情報 [任意]

In fixed income, there are often data issues when we screen or analyze non-listed corporations. We are analyzing the best we can the available information, but out third-party ESG research provider may not be able to screen accurately our fixed income assets.