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Aktie-Ansvar AB

PRI reporting framework 2020

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You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes » (A) Implementation: Screening

(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)


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