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Skandia

PRI reporting framework 2020

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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

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)


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