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Aktie-Ansvar AB

PRI reporting framework 2020

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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

Other description (1) Aktie-Ansvar do not invest in companies within the oil, gas and coal industry within our Swedish and European equity funds.

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.

Aktie-Ansvar has as the primary objective to give shareholders the best possible risk-adjusted return. To be able to deliver that, we consider that certain investment strategies are necessary. Our equity funds and fixed income comply with ethical investment principles. Due to these principles, our funds will not invest in companies with sales exceeding 5 % derived from alcohol, tobacco, weapons, games or pornography. Thereby, companies that do not fulfill these requirements will not be invested in. Environmental, social and governance factors may have an impact on the investment decision. However, our funds that trade with different forms of beta exposures, such as exchanged traded funds or commodity certificates, do not use this ethical exclusion screening. 

​In cases where other asset management companies published relevant analysis relating to equity-based investment principles, these are considered as well in the investment process. One example of these are so called black listed companies that violate international standards for the environment, human rights, employee rights and anti-corruption. 

 

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

01.6 CC. Indicate whether your organisation has identified transition and physical climate-related risks and opportunities and factored this into the investment strategies and products, within the organisation’s investment time horizon.

Describe why your organisation has not yet gone through a process to identify transition and physical climate-related risks and opportunities.

Aktie-Ansvar AB do not apply a general overall strategy for all investment decisions when it comes to climate-related risks and opportunities. In our Swedish and European equity funds there is no investments in companies within the oil, gas and coal industry. Some investments that are being done is due to good opportunities for the future based on climate-related risks. However, this is very individual depending on each case.

To exemplify, our Swedish equity fund invests in a company called Scandi Standard, which is a producer of chicken-based food products. In this particular case we see an opportunity as it is both more climate-friendly and healthier than bovine animals.

01.8 CC. Indicate whether the organisation publicly supports the TCFD?

Explain the rationale

.Our ambition is to publicly support the TCFD in the near future. 

01.9 CC. Indicate whether there is an organisation-wide strategy in place to identify and manage material climate-related risks and opportunities.

Describe how and over what time frame the organisation will implement an organisation-wide strategy that manages climate-related risks and opportunities.

.At the moment, we do not have a time fram for the organistation to implement and organistaion-wide strategy that manages climate-related risks and oppurtunities. 

1.10 CC. Indicate the documents and/or communications the organisation uses to publish TCFD disclosures.


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].

Starting 2017 our policy for responsible investment is publicly available on our website, http://www.aktieansvar.se/ansvar/ansvar/policy/.


SG 03. Conflicts of interest

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

03.2. Describe your policy on managing potential conflicts of interest in the investment process.

Aktie-Ansvar has a conflict of interest policy covering a broader aspect of interest, not solely within the investment process. Identified areas of interest of conflicts is stated in the policy. For 2019 it was between costumers, between costumers and the company and between costumers and people close to the company.  

All conflicts of interest must be identified and handled either by mitigation or by accepting and disclosure.

The board of directors of Aktie-Ansvar has decided that conflict of interest should be a permanent topic that are dealt with on all board meetings. This in order to have the issue top of mind and to reduce the risk of missing any relevant conflict of interest. 

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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