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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.

Responsible and diverse investment options and thorough disclosure of information are central to the corporate social responsibility Stefnir aspires to demonstrate. All funds and legal entities managed by Stefnir have their respective prospectuses and terms which outline the investment strategy of each fund or entity. Through the implementation of Stefnir´s policy on Responsible Investing asset classes have defined their approach to implementing ESG factors to screening and investing. The policy emphasizes how Stefnir can through active ownership aid through their investment ESG factors at different levels of ownership. The policy states how and where reporting on Stefnir´s ESG implementation in our investment processes will be available.

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]

Stefnir´s policy on Responsible Investment incorporates the comply or explain principle which is well known from good corporate governance. Stefnir operates in a very small and defined market with high transparency. Stefnir has pioneered with its active ownership approach and through proxy voting and disclosure on voting at shareholders meetings. Exemptions should in that aspect be clear to all stakeholders.  

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.

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.

Stefnir has set a policy approved by the BoD on the 20th of December 2018 which is yearly reviewed. 

The policy states main principles that employees should adhere to in their work and when investing on behalf of funds. The policy identifies possible conflicts of interest and what measures should be taken to avoid those at any measure possible. 

The compliance officer of Stefnir list all conflicts of interests identified within Stefnir, what actions have been taken to avoid the conflict and measures to avoid similar incidents reoccurring in the investment process. 

03.3. Additional information. [Optional]

SG 04. Identifying incidents occurring within portfolios (Private)