This report shows public data only. Is this your organisation? If so, login here to view your full report.

Sector Asset Management AS

PRI reporting framework 2020

You are in Strategy and Governance » Investment policy


SG 01. RI policy and coverage


01.1. 責任投資アプローチをカバーする投資ポリシーを策定しているかどうかを明示してください。

01.2. ポリシーの構成要素/種類と対象範囲を示してください。


01.3. 投資ポリシーが以下のどの項目をカバーしているか明示して下さい:

01.4. 組織の投資原則および全体の投資戦略、受託者義務(または同等のもの)の解釈、ならびに、ESGファクターおよび実体経済の影響をどのように考慮に入れているかについて説明してください。

The Sector Asset Management Group considers ESG integration to be an important instrument to improve the risk-return profile of the investments made by its group companies through their funds under management. Since each investment partner and each investment fund have their own, separate investment principles and strategies, the incorporation of ESG will naturally be specific to each partner and each fund. It is up to the investment managers, analysts, and others involved in the investment research and decision-making process within each investment partnership, to determine what weight the ESG factors should be given in each case.

Two of the SAM group affiliates are PRI signatories in their own right. Please refer to separate PRI reports made by Incentive AS and Sector Gamma AS.

01.5. 責任投資アプローチをカバーする組織の投資ポリシーの重要な構成要素、バリエーション、例外事項を簡潔に説明してください。[任意]

01.6. 補足情報 [任意]


SG 01 CC. Climate risk (Private)

SG 02. Publicly available RI policy or guidance documents


02.1. 一般に入手できる組織の投資ポリシー文書を記載してください。その文書のURLを記入し、該当文書を添付してください。


02.2. 一般に入手できる組織の投資ポリシー文書を記載してください。その文書のURLを記入し、該当文書を添付してください。



02.3. 補足情報 [任意]

Some of the SAM group affiliates have separate policies:

Incentive AS:

Sector Gamma AS:

SG 03. Conflicts of interest

03.1. 組織として、投資プロセスにおける潜在的な利益相反を管理するポリシーを策定しているかどうかについて明示して下さい。

03.2. 投資プロセスにおける潜在的な利益相反を管理するポリシーについて説明してください。

Our internal rules and regulations has a policy regulating conflicts of interest.

The purpose of this policy is to ensure that conflicts of interest are appropriately managed and to prevent, to the extent possible, potential conflicts of interest from arising. The policy covers factors that may give rise to conflicts of interest, procedure on how to manage conflicts of interest, documentation etc. In addition, there is a spesific section covering how to manage conflicts of interest in connection with portfolio management.

03.3. 補足情報 [任意]

SG 04. Identifying incidents occurring within portfolios (Not Completed)