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Aktie-Ansvar AB

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 180%

01.2. Describe your organisation’s approach to ESG incorporation and the reasons for choosing the particular strategy/strategies.

It is the portfolio managers responsibility for implementing Aktie-Ansvars policies when it comes to the main ESG strategies. Our screening strives to identify risk factors as early as possible to prevent us from investing in companies which does not comply with our ethical guidelines. ESG factors such as social factors are used in the screening criteria. This by excluding companies that have more than a turnover of 5 % arising from alcohol, tobacco, weapons, gambling, pornography and fossil fuel. Other ESG strategies that has been incorporated during the reporting year is described shortly below:

​ESG aspects are taken into account in the corporate analyzes and investment decisions, but does not have to be decisive for which companies that funds are investing in. When material on ESG factors are missing for a possible investment prospect, Aktie-Ansvar acts upon this and starts a dialogue about these concerns. The portfolio managers thereby request ESG information if there is a lack of it in the regular reporting and information given.  

​Also, Aktie-Ansvar has internal rules for managing voting rights at annual meetings in the companies that we are investing in. 
 

 

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

As described earlier Aktie-Ansvar has a long history as an ethical manager not investing in weapons, alcohol, tobacco, gambling and pornography related companies. To clarify, negative screening is done in the funds where we have direct securities holdings. For our Swedish and European equity funds, we also exclude companies that are related to oil, gas and coal. 

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

The criteria, not to invest in these kind of companies, are consistent. The screening is done on continues basis since a portfolio company may change its line of business.

The unit holders are informed of any relevant changes made through the policy of responsible investment. The latest version of the policy is always published at Aktie-Ansvars´s website.


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]

The negative screening is done through analysis of the portfolio companies’ financial statements that are audited. The portfolio companies are members of the stock exchange hence they are under strict review of their auditors.


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.

09.3. Indicate how frequently third party ESG ratings that inform your ESG integration strategy are updated.

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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