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AS Trigon Asset Management

PRI reporting framework 2020

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ESG incorporation in actively managed listed equities

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.

Positive screening: The manager of the funds takes sustainability issues into account. Sustainability issues are taken into account in the context of corporate economic analyses and investment decisions and play a part in determining which companies are selected for inclusion in the fund.

Negative screening: The funds do not invest in companies that are involved in certain products and services. 

The funds avoid investing in companies involved in violations of international norms and conventions (at least the UN Global Compact and OECD guidelines for multinational companies) in relation to the environment, human rights, labour practices, and business ethics. The fund do not invest in companies identified as failing to comply with international norms.

The fund manager influences: The fund manager exercises its investor influence to influence companies on sustainability issues.

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

All funds managed by Trigon do not invest in companies that are involved in the following products and services:

Products and services:

 

Cluster bombs, landmines
Chemical and biological weapons
Nuclear weapons
Weapons and/or munitions
Tobacco
Pornography
Coal

Fund manager’s comments: We exclude companies in which thermal coal production comprises more than 50% of the revenue

Uranium
Genetically modified organisms (GMO)

Violation of international norms

Screened by

Description

All managed funds avoid investing in companies involved in violations of international norms and conventions (at least the UN Global Compact and OECD guidelines for multinational companies) in relation to the environment, human rights, labour practices, and business ethics.

The funds avoid investing in all companies identified as failing to comply with international norms.

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

By publishing our responsible investment procedures. 


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.

05.5. Additional information. [Optional]


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


(C) Implementation: Integration of ESG factors

LEI 08. Review ESG issues while researching companies/sectors

08.1. Indicate the proportion of actively managed listed equity portfolios where E, S and G factors are systematically researched as part of your investment analysis.

ESG issues

Proportion impacted by analysis
Environmental

Environmental

Social

Social

Corporate Governance

Corporate Governance

08.2. Additional information. [Optional]


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

09.1. Indicate which processes your organisation uses to ensure ESG integration is based on robust analysis.

09.4. Indicate how frequently you review internal research that builds your ESG integration strategy.

09.5. Describe how ESG information is held and used by your portfolio managers.

09.6. Additional information. [Optional]


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


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