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S-Bank plc

S-Bank is a Finnish bank and part of S Group. We exist to give everyone the possibility of a little more wealth. We have more than three million customers and we know their day-to-day life. We bring convenience and value to our customers through our easy-to-use digital services, for example. Being a full-service bank, we offer support to our customers every day and at the turning points in their lives. S-Bank joined the Net Zero Asset Managers Initiative in June 2023 and made its Initial Target Disclosure in June 2024.

Initial Target Disclosure: June 2024

Percentage of assets covered by the Net Zero Asset Managers Commitment Statement

44% of total AUM (USD $3.05 billion)

Information on interim target(s) covering the proportion of assets to be managed in line with net zero

Baseline(s):

2019

Portfolio decarbonisation reference baseline

176 tCO2e/$M revenue

Target(s):

2030

Portfolio decarbonisation reference target

-50% vs. baseline performance

GHG scopes included:

Our target initially includes GHG scope 1 and 2 emissions. Our plan is also to include scope 3 emissions when the availability and reliability of scope 3 emission data is sufficient and credible according to our assessment.

Methodology:

Net Zero Investment Framework

Scenario(s):

We have chosen to adopt the IPCC SR1.5 P2 pathway as the underlying scientific framework.

Additional information

Proportion of AUM committed:

The initial target covers equity and corporate bond funds, including fund of funds investing in equity and corporate bond funds, managed by S-Bank Plc or its affiliate. These asset classes currently have the most sufficient data and methodologies available.

Discretionary client mandates, funds investing in government bonds, as well as alternative investment funds are omitted from the initial target.

Discretionary client mandates are omitted at this stage; however, these mainly invest in our own funds that are included in the target. Other asset classes are not yet covered due to lack of both historical and current data. We will increase the coverage of the target over time and as methodologies develop further.

Policy on coal and other fossil fuel investments:

Our thermal coal policy covers all our direct equity and fixed income investments. We exclude companies that derive more than 15 percent of their revenue from thermal coal-based power generation and companies that derive more than 15 percent of their revenue from thermal coal mining.

We will tighten the exclusion criteria over time in order to support the achievement of the goals of Paris agreement and to reduce exposure to transition risks related to companies with business heavily dependent on thermal coal.

Further information:

Climate strategy: https://dokumentit.s-pankki.fi/tiedostot/s-pankin-varallisuudenhoidon-ilmastostrategia-fi

Exclusion criteria: https://www.s-pankki.fi/fi/private-banking-ja-varainhoito/vastuullisuus-ja-vaikuttavuus/vastuullisuus-sijoittamisessa/poissulkeminen/