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.