ESG Screening, Analysis and Advisory Services

Sjunde AP-Fonden

This procurement is divided into to areas, A and B.
A. Norm-based analysis and engagement. Screening and analysis of AP7:s holdings for companies involved in norm-breaches based on AP7:s policy, as well as pooled engagement with companies on identified norm-breaches;
B. Support in developing AP7:s thematic approach. 3 3-year themes will be running parallel. Each year, a new theme will be introduced and another 1 will be concluded. Support in implementing the thematic work entails:
— Before the beginning of year 1: Intelligence and research for identifying themes and knowledge partners as well as advice on how to carry out the thematic work during its 3-year duration. This may involve identifying bespoke active ownership projects such as engagement dialogues with companies, certain voting activities or projects and interaction with other actors to influence standards and norms.
— During year 1 and 2: Advice on implementation. Before the beginning of year 2, provide an evaluation of year 1 and a plan for year 2.
— During year 3: Support in evaluating the effects of the thematic work to: 1) Decide on next steps and possible future development of AP7:s internal ownership processes; and 2) Provide data and information for AP7:s annual reporting.

Sista ansökningsdag
Tidsfristen för mottagande av anbud var 2016-09-28. Upphandlingen offentliggjordes den 2016-08-22.

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Upphandlingshistorik
Datum Dokument
2016-08-22 Meddelande om upphandling