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Pareto Asset Management AS

PRI reporting framework 2020

You are in Strategy and Governance » Promoting responsible investment

Promoting responsible investment

SG 09. Collaborative organisations / initiatives

09.1. Select the collaborative organisation and/or initiatives of which your organisation is a member or in which it participated during the reporting year, and the role you played.

Select all that apply

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

We are still in the process of evaluating how to utilise the growing set of resources and opportunities available through PRI. In addition, PRI reporting has been used to shine a light on our internal ESG/SRI strategy and processes. In coming reporting periods, however, we will evaluate how we can contribute further as part of the initiative. Have tried to compile information on how other asset managers have been utilising this

          Norsif
        

Your organisation’s role in the initiative during the reporting year (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

After signing the PRI in November 2014, we decided to formalise our SRI/ESG engagement further in 2016, and became a member at the beginning of 2017.

In April 2018, our CIO joined the board of Norsif. In addition to participating in regular board meetings, he is the board's liaison to the Norsif committee that arranges seminars, presentations and workshops, and takes part in such planning.

 

          Swesif
        

Your organisation’s role in the initiative during the reporting year (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

After signing the PRI in November 2014, we decided to formalise our SR/ESGI engagement further in 2016, and became a member at the beginning of 2017.

          Svanen / Nordic Ecolabelling
        

Your organisation’s role in the initiative during the reporting year (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

In 2018, Pareto Global Corporate Bond received a Nordic Swan Ecolabel. In order to qualify, both our investment processes and the holdings in the fund need to be vetted and approved by Miljömärkning AB, a Swedish institution which works on behalf of the government. There are 25 obligatory requirements covering factors like exclusion, inclusion and transparency across all ESG issues. Pareto Global Corporate Bond was the first bond in its class to receive such labeling in both Sweden and Norway. The application and the related due diligence entailed a good and thorough review of our portfolio management.

 

SG 09.2. Assets managed by PRI signatories (Not Applicable)


SG 10. Promoting RI independently

10.1. Indicate if your organisation promotes responsible investment, independently of collaborative initiatives.

10.2. Indicate the actions your organisation has taken to promote responsible investment independently of collaborative initiatives. Provide a description of your role in contributing to the objectives of the selected action and the typical frequency of your participation/contribution.

Description

          Guest lecture to finance master students on the possible consequences on investment return of ESG factors.
        

Frequency of contribution

Description

          Produced a report on the duration of the return effects of ESG shocks.
        

Frequency of contribution

Description

          Published a summary of the above report in the major business daily.
        

Frequency of contribution

Description

          As stated above,  board membership of Norsif.
        

Frequency of contribution

10.3. Describe any additional actions and initiatives that your organisation has taken part in during the reporting year to promote responsible investment [Optional]


SG 11. Dialogue with public policy makers or standard setters (Private)


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