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Aktia Bank p.l.c.

PRI reporting framework 2020

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You are in Indirect – Manager Selection, Appointment and Monitoring » Outputs and outcomes

Outputs and outcomes

SAM 08. Percentage of externally managed assets managed by PRI signatories (Private)


SAM 09. Examples of ESG issues in selection, appointment and monitoring processes

09.1. Provide examples of how ESG issues have been addressed in the manager selection, appointment and/or monitoring process for your organisation during the reporting year.

Topic or issue
          General Investment Process
        
Conducted by
Asset class
Scope and process

In our evaluation process, we ask all listed equity managers to provide preliminary answers to the following questions, which are taken into account when evaluation the fund as a whole:

 

Investment Manager:

1)  Are you a signatory to the UN PRI? If yes, please provide the document verifying this and an example of practical measures implemented.

2)  Do you follow other ESG policies? If yes, please provide the documentation and an example of practical measures implemented.

Investment Product:

1)           Do you consider ESG factors in country/industry/company selection? If yes, please provide the documentation and an example of practical measures implemented.

2)           Have you invested in tobacco producers, military and arms equipment producers, adult entertainment, gambling or/and alcohol producers? If the fund has had holdings in such companies, how much of AUM have these holdings accounted for?

3)           Can you provide us with the holdings data of the fund? If yes, please let us know at what frequency you are able to do this.

 

Outcomes

We rank the funds based on their investment performance, clarity of the investment process, and ESG integration.

09.2. Additional information.


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