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Carnegie Fonder AB

PRI reporting framework 2017

You are in Direct - Listed Equity Active Ownership » Engagement » Overview


LEA 01. Description of approach to engagement

New selection options have been added to this indicator. Please review your prefilled responses carefully.

01.1. Indicate whether your organisation has a formal engagement policy.

01.2. Indicate what your engagement policy covers:

01.3. Attach or provide a URL to your engagement policy. [Optional]


Attach document

01.4. Provide a brief overview of your organization’s approach to engagement

If we receive information that a holding does not live up to our requirements, the council takes action in consultation with the relevant fund manager. We have a number of possible courses of action:

The manager seeks additional information and discusses the holding with the council.
The manager contacts the company with regard to our issues.
Carnegie Fonder’s CEO makes more formal contact with the holding’s CEO or chairman.
We contact other shareholders for joint ownership dialogue.
If the response is not satisfactory, and the company does not show willingness to change, we can choose to divest the holding.

This type of process can take some time, depending on the nature of the issue, the size of our holding and where the company is based geographically. Each case is unique and is evaluated individually. 

01.5. Additional information [optional]

LEA 02. Reasoning for interaction on ESG issues (Not Completed)