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PRI reporting framework 2020

You are in Strategy and Governance » Investment policy


SG 01. RI policy and coverage


01.1. 責任投資アプローチをカバーする投資ポリシーを策定しているかどうかを明示してください。

01.2. ポリシーの構成要素/種類と対象範囲を示してください。


01.3. 投資ポリシーが以下のどの項目をカバーしているか明示して下さい:

01.4. 組織の投資原則および全体の投資戦略、受託者義務(または同等のもの)の解釈、ならびに、ESGファクターおよび実体経済の影響をどのように考慮に入れているかについて説明してください。

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. 責任投資アプローチをカバーする組織の投資ポリシーの重要な構成要素、バリエーション、例外事項を簡潔に説明してください。[任意]

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. 補足情報 [任意]


SG 01 CC. Climate risk (Private)

SG 02. Publicly available RI policy or guidance documents


02.1. 一般に入手できる組織の投資ポリシー文書を記載してください。その文書のURLを記入し、該当文書を添付してください。


02.2. 一般に入手できる組織の投資ポリシー文書を記載してください。その文書のURLを記入し、該当文書を添付してください。




02.3. 補足情報 [任意]

SG 03. Conflicts of interest

03.1. 組織として、投資プロセスにおける潜在的な利益相反を管理するポリシーを策定しているかどうかについて明示して下さい。

03.2. 投資プロセスにおける潜在的な利益相反を管理するポリシーについて説明してください。

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. 補足情報 [任意]

SG 04. Identifying incidents occurring within portfolios (Private)