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Maj Invest

PRI reporting framework 2020

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

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.

Our external service provider screens all of our listed equities portfolios. Implementing a norms-based screening on all our of listed equity portfolio contributes to ensuring that portfolio companies are in compliance with international ESG standards, norms and guidelines, and it provides us with information on development and performance of the companies within ESG. On this bases, we can make informed include/exclude decisions. 

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

Sustainalytics (previously GES) has more than 20 years of experience and has built a model for norms-based screening, which is reviewed and updated on an ongoing basis, whenever relevant norms and conventions are introduced.

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

The overall criteria are established in cooperation with our ESG service provider Sustainalytics and based on internationally recognised standards. They are reviewed and updated whenever new relevant international agreements and conventions are adopted, i.e. the Paris Agreement. 

When we change strategy-specific criteria clients are notified via web, presentations and/or e-mail 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.

05.5. Additional information. [Optional]

We rely on the competencies of Sustainalytics to ensure that the ESG screening is based on robust analysis. 


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


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