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Aktia Bank p.l.c.

PRI reporting framework 2020

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You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes

実施プロセス

LEI 01. Percentage of each incorporation strategy

01.1. 以下を記載してください。(1)組織でのアクティブ運用上場株式にどのESG組み入れ戦略や組み合わせを使用しているか(2)アクティブ運用している上場株式の戦略または戦略の組み合わせ別内訳

ESG組み入れ戦略 (当てはまるものをすべてお選びください)
アクティブ運用される上場株式に戦略が適用される割合 (推定 +/- 5%)
100 %
アクティブ運用している上場株式の合計 100%

01.2. 組織が実施しているESG組み入れアプローチ、および、特定のESG組み入れ戦略を選択している場合はその理由を説明してください。

The effects of environmental, social and governance factors are observed as an integrated part in the investment process. Positive factors in this respect are for example opportunities arising from trends related to the environment and the development of society, which can benefit leading companies. Negative factors may relate for example to how companies manage environmental, social and governance related risks in their activities. We identify ESG-risks and possibilities, and thereby create a better ground for sound investment decisions.

Certain types of business activities, which in themselves are legitimate, can suffer from adverse events such as claims for compensation and negative publicity, which brings risks that are difficult to predict and quantify. Aktia avoids investments in companies with such a risk profile. Regarding our mutual funds Aktia Asset Management and Aktia Fund Management Company have agreed, that we do not do direct investments in companies whose main area of activity is gambling, tobacco, or weapons production. We also do not make direct investments in companies that employ child labour.

We have developed our approach and strategy on the basis that they are in the best interest of our clients.

01.3. ESG組み入れ戦略の組み合わせを使用して資産を運用している場合、ESG戦略の組み合わせをどのように使用しているかを簡単に説明してください。 [任意]


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) 実施:スクリーニング

LEI 04. Types of screening applied

04.1. 組織内でアクティブ運用している上場株式に適用するスクリーニングの種類を記載し、説明してください。

スクリーニングの種類

スクリーニング実行者

説明

In accordance with Aktia's Responsible Investment guidelines, we do not invest in companies who's main business activity is one of the following: gambling, tobacco, weapons production. These companies are excluded through sectoral/activity-based screening.

We do not invest in companies that use child labour.

スクリーニング実行者

説明

Screening based on compliance with the UN Global Compact Principles forms the basis for our norms based engagement activity.

04.2. スクリーニング基準が変更された場合に顧客や受益者に通知する方法について説明してください。

The screening criteria mentioned above are based on Aktia's Responsible Investment policy. The policy was updated most recently at the end of 2018, and we will notify clients next time we revise the policy. The policy is available at Aktia's internet site. Significant changes in the screening criteria would be communicated to clients.


LEI 05. Processes to ensure screening is based on robust analysis

05.1. スクリーニングが徹底した分析に基づいていることを確実にするために、組織が使用しているプロセスを選択してください。

05.2. ESGスクリーニング戦略の一環で包括的なESG調査の対象となるアクティブ上場株式ポートフォリオの割合を示してください。

05.5. 補足情報 [任意]


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


C) 実施: 統合

LEI 08. Review ESG issues while researching companies/sectors

08.1. E・S・Gの各要因が投資分析の一環として体系的に調査されている、アクティブ運用の上場株式ポートフォリオの割合を記載してください。

ESG問題

影響を受ける割合
E(環境)

E(環境)

S(社会)

S(社会)

コーポレートガバナンス

コーポレートガバナンス

08.2. 補足情報 [任意]


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

09.1. ESG統合が徹底した分析に基づいていることを確実にするために、組織が使用しているプロセスを記載してください。

09.2. 組織の統合戦略の一環で包括的ESG調査の対象になるアクティブ運用上場株式の割合を記載してください。

09.5. ポートフォリオ・マネージャーがどのようにしてESG情報を保有し、使っているのか説明してください。

          The effects of ESG factors are taken into account when assessing investment opportunities.
        

09.6. 補足情報 [任意]

Aktia uses a wide variety of information sources to support observation of ESG factors in our investment analysis. ESG information relating to potential breaches against the Global Compact principles is delivered by one of our service provider, this relates to a minority of cases as most of our investments succeed in adhering to said principles. ESG information is observed by our regular service providers in their investment analysis. Information can also be obtained from the companies directly, as well as from publicly available sources. Information on company impact is available to all portfolio managers through usage of the quantitative analysis based impact tool provided to us by the Upright Project. Aktia also uses our own proprietary ESG data tool to inspect ESG data in an efficient way. 


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


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