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AB Max Sievert

PRI reporting framework 2020

You are in Strategy and Governance » Investment policy

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.

AB Max Sievert (“ABMS”) invests long-term in profitable Swedish and Nordic companies. We want to be an active sole or part owner of a handful companies that strive to be best in class and contribute to their long-term development.

In our view, sustainability, long term corporate development and investment returns go hand-in-hand. Sustainable returns and value creation can only be achieved in tune with society as a whole. We recognize that environmental, social and governance (“ESG”) matters will have an impact on the development of our portfolio companies and the communities in which they operate. ABMS aims to create shareholder value in an ethical and responsible way.

As an active owner, ABMS has many possible ways of affecting ESG matters, for example through due diligence processes, business plan development, board representation, and by increasing awareness in our formal and informal contacts with others. As an important part of ABMS’ strategy, we have developed an ESG Policy, including a framework for our view on responsible investments and how our policy is implemented.

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]

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.


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].

SG 03. Conflicts of interest

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

03.3. Additional information. [Optional]

SG 04. Identifying incidents occurring within portfolios (Not Completed)