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Skandia

PRI reporting framework 2020

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Investment policy

SG 01. RI policy and coverage

New selection options have been added to this indicator. Please review your prefilled responses carefully.

01.1. Indicate if you have an investment policy that covers your responsible investment approach.

01.2. Indicate the components/types and coverage of your policy.

Select all that apply

Policy components/types

Coverage by AUM

01.3. Indicate if the investment policy covers any of the following

01.4. Describe your organisation’s investment principles and overall investment strategy, interpretation of fiduciary (or equivalent) duties,and how they consider ESG factors and real economy impact.

Skandia's investment philosophy is based on a long-term approach. Furthermore, it states that a diversified portfolio with a combination of traditional and alternative asset classes increases our opportunities to generate favourable returns regardless of inflation, market fluctuations or real estate bubbles. Finally, a balanced diversification of risk helps generate higher returns in relation to the risk we take.

Skandia believes that ESG factors can pose both financial risks and opportunities. As well as creating good returns for our customers, Skandia takes into consideration how certain investments can contribute to sustainable solutions for the environment and society. That is specifically relevant for investments in infrastructure, private equity and green/social bonds.

01.5. Provide a brief description of the key elements, any variations or exceptions to your investment policy that covers your responsible investment approach. [Optional]

https://www.skandia.se/globalassets/pdf/om-skandia/hallbarhet/skandias-policy-om-agarstyrning.pdf

01.6. Additional information [Optional].

          
        

SG 01 CC. Climate risk (Private)


SG 02. Publicly available RI policy or guidance documents

 

02.1. Indicate which of your investment policy documents (if any) are publicly available. Provide a URL and an attachment of the document.

URL/Attachment

URL/Attachment

URL/Attachment

02.2. Indicate if any of your investment policy components are publicly available. Provide URL and an attachment of the document.

02.3. Additional information [Optional].

Skandia's position papers are to be found on the website (various links):

https://www.skandia.se/om-oss/hallbarhet/ansvarsfulla-investeringar/traditionell-forvaltning/


SG 03. Conflicts of interest

03.1. Indicate if your organisation has a policy on managing potential conflicts of interest in the investment process.

03.2. Describe your policy on managing potential conflicts of interest in the investment process.

Skandia’s policy on conflicts of interest is related to Skandia’s sustainability policy which also addresses issues regarding conflicts of interest, in particular with regards to whistleblowing and Skandia’s corporate values. Our corporate values guide all employees when it comes to ethical and professional handling of relations with customers, owners, partners, suppliers, policymakers and other stakeholders. The policy on conflicts of interest also refers to relevant industry guidelines such as “Svenska Fondhandlareföreningen” and Svensk Försäkring and their recommendations on the definition of associates. In general, Skandia’s policy requires that all employees act with sound judgement, to avoid damaging the company’s reputation and our stakeholders’ trust in Skandia.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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