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Screening & Exclusion

We screen to detect risks and exclude companies that fail to improve in order to ensure our investments meet ethical and regulatory standards. 

Our approach to screening and exclusions

What is screening?

Screening is the process of evaluating and identifying companies that may pose ESG risks. 

  • Norm-based screening (conduct-based and non-conduct-based): Violations of international laws, human rights and global standards (e.g. UN Global Compact, OECD guidelines)
  • Product-based screening: Excludes companies involved in controversial sectors like tobacco, weapons, fossil fuels, gambling and adult entertainment 

What is exclusion?

Exclusion is the act of removing companies from our investment universe if:

  • They violate Storebrand’s sustainability standards
  • They fail to improve after engagement efforts
  • There is a risk they will continue behaving in an irresponsible manner
Climate and NatureExclusions
Storebrand AM excludes Rio Tinto PLC and Rio Tinto Ltd
8. juli 2025

Decision based on deforestation impact of mining project in the Amazon.

Climate and NatureExclusions
Storebrand AM excludes Toyota Motor Corporation
8. juli 2025

Global automaker failed to reform its practice of actively lobbying against climate regulations and ...

Exclusions
Changes to our extended exclusion criteria
18. februar 2025

Market-oriented screening will now be assessed in-house as part of the Storebrand Exclusion Policy

Our Approach: Philosophy & Guiding Principles

Screening & Exclusions

Proactively screening or exiting investments that are not aligned with our sustainable investment policies and goals.

Active Ownership

Engaging with the companies we invest in to reduce their negative impacts and increase the positive effects of their business models.

Solutions

Aligning our investment decisions with the SDGs by allocating more capital to sustainable solutions centred on themes such as renewable energy, smart cities, circular economy and equal opportunities.

Reporting & Transparency

Providing ongoing disclosure on our sustainable investment commitments, targets, KPIs and operational activities.

Historisk avkastning er ingen garanti for framtidig avkastning. Fremtidig avkastning vil som blant annet bero på markedsutviklingen, forvalternes dyktighet, fondets risikoprofil og forvaltningshonorar. Avkastningen kan bli negativ som følge av kursnedgang. Det er risiko forbundet med investering i fond på grunn av bevegelser i markedet, valutautvikling, rentenivå, samt konjunktur-, bransje- og selskapsforhold. Avkastningen kan øke eller minke som følge av valutakursendringer. Før du investerer, oppfordrer vi deg til å lese fondets prospekt og nøkkelinformasjon, som inneholder ytterligere detaljer om fondets egenskaper og kostnader.