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Segulah Advisor AB

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.

Segulah has initiated a systematic approach to responsible investment aiming to develop a process that integrates and provides clear guidance on the management of ESG issues in every part of the investment and ownership cycle. Segulah's RI policy covers all operations from fundraising and acquisitions, the active ownership and exit phases and all of the investment process stakeholders such as investors, potential targets, portfolio companies and potential buyers. Responsible investment and ownership is based on the view that Segulah as an active owner has a responsibility to manage the impact that it and its portfolio companies' actions have on the environment and society while protecting and creating long-term value for our investors. The ESG work conducted by the portfolio companies within this context differs but aims to identify value creation opportunities that ESG issues provide and to avoid risks that has a negative impact on long-term value.

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.

URL/Attachment

URL/Attachment

URL/Attachment

URL/Attachment

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.

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

Management of potential conflicts of interest is regulated in the fund governing agreements.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios

04.1. Indicate if your organisation has a process for identifying and managing incidents that occur within investee entities.

04.2. Describe your process on managing incidents

Mandatory reporting requirements on the portfolio companies' management.


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