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Skandia

PRI reporting framework 2020

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ESG incorporation in actively managed listed equities

Implementation processes

LEI 01. Percentage of each incorporation strategy

01.1. Indicate which ESG incorporation strategy and/or combination of strategies you apply to your actively managed listed equities; and the breakdown of your actively managed listed equities by strategy or combination of strategies.

ESG incorporation strategy (select all that apply)

Percentage of active listed equity to which the strategy is applied — you may estimate +/- 5%
100 %
Total actively managed listed equities 100%

01.2. Describe your organisation’s approach to ESG incorporation and the reasons for choosing the particular strategy/strategies.

We strive to invest in companies with sustainable business models that run their operations in a responsible manner. Skandia has developed its own tool for guiding the portfolio managers in integrating ESG factors, by combining analysis from external service providoers with Skandia's own analysis and view. The tool is available to all portfolio managers.  

All listed equities are screened regurlarly. Skandia expects that the companies we invest in follow UN Global Compact. If companies are found to be violating international norms, engagment is initiatied. Ultimately, if a company is not found to show a credible action plan, Skandia will divest and/or exclude the company from the investment universe. In addition, we exclude companies involved in controversial weapons, tobacco production, thermal coal extraction, and cannabis. 

01.3. If assets are managed using a combination of ESG incorporation strategies, briefly describe how these combinations are used. [Optional]


LEI 02. Type of ESG information used in investment decision (Private)


LEI 03. Information from engagement and/or voting used in investment decision-making (Private)


(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

All listed equities are screened regurlarly. Skandia expects that the companies we invest in follow UN Global Compact and other applicaple international norms. If companies are found to be violating international norms, engagment is initiatied. Ultimately, if a company is not found to show a credible action plan, Skandia will divest and/or exclude the company from the investment universe. Further, Skandia does not invest in companies that produce tobacco or cannabis, or produce and/or develop controversial weapons nor companies involved in thermal coal extraction. 

Screened by

Description

Skandia uses 2 different service providers for regular screening of the portfolios.

All listed equities are screened regurlarly. Skandia expects that the companies we invest in follow UN Global Compact and other applicaple international norms. If companies are found to be violating international norms, engagment is initiatied. Ultimately, if a company is not found to show a credible action plan, Skandia will divest and/or exclude the company from the investment universe. Further, Skandia does not invest in companies that produce tobacco or cannabis, or produce and/or develop controversial weapons nor companies tinvolved in thermal coal extraction. 

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

The screening criterias are derived from our ownership policy. The policy is formally reviewed and decided upon annually by the Skandia board. However, current topics, issues and/or products are continously assessed, and position papers are developed and assessed by the ESG committee. Position papers are continously published on the Skandia website and distributed via other channels (such as leaflets, Hållbarhetsprofilen, Sustainability report etc). 


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]


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


(C) Implementation: Integration of ESG factors

LEI 08. Review ESG issues while researching companies/sectors

08.1. Indicate the proportion of actively managed listed equity portfolios where E, S and G factors are systematically researched as part of your investment analysis.

ESG issues

Proportion impacted by analysis
Environmental

Environmental

Social

Social

Corporate Governance

Corporate Governance

08.2. Additional information. [Optional]


LEI 09. Processes to ensure integration is based on robust analysis

09.1. Indicate which processes your organisation uses to ensure ESG integration is based on robust analysis.

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

09.3. Indicate how frequently third party ESG ratings that inform your ESG integration strategy are updated.

09.4. Indicate how frequently you review internal research that builds your ESG integration strategy.

09.5. Describe how ESG information is held and used by your portfolio managers.

09.6. Additional information. [Optional]


LEI 10. Aspects of analysis ESG information is integrated into (Private)


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