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Catella Fondförvaltning AB

PRI reporting framework 2019

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Monitoring and reporting

HF 12. Long/short exposure and reporting

12.1. Could you indicate whether you report separately on your funds’ long/short/net exposures?

explain

          we report long/short exposure however we do not report ESG data for the fund but we monitor it internally
        

HF 13. Metrics/KPI for RI progress

13.1. Please describe what metrics/initiatives (internal and/or external) your organisation uses to measure its progress in incorporating RI into the investment process.

Hedge Funds Strategy
Event driven
Metrics/Initiatives
Internal/external
Metrics/Initiatives definition
          ownership dialog
        
Assessment/outcomes
          30 ownership dialogs during 2018 with the majority concerning ESG transparency and issues
        
Hedge Funds Strategy
Event driven|Relative value|Risk parity
Metrics/Initiatives
Internal/external
Metrics/Initiatives definition
          In addition to our own assessment of sustainability as a driver of WHAT a company does (where we use the UN 2030 Agenda for Sustainable Development as a basis for identifying business models that can benefit structurally by offering a solution to one or more of the 17 Agenda 2030 Goals as described above) we use ESG research from Sustainalytics* as a basis for evaluating HOW companies, regardless of whether they have sustainability profiles, are dealing with their ESG challenges. A company with a sustainable business model and a high ESG score that can also demonstrate attractive financial qualities and a clear profit and return trend that is underestimated by the market will have the highest weights in the portfolio.
        
Assessment/outcomes
          over 10 investments have been actively included in the portfolio with a positive value added to performance
        

13.2. Additional information [OPTIONAL]

          
        

HF 14. Exposure to climate risk (Private)


HF 15. Reports to investors

15.1. How often and in what format (e.g. meetings, written reports) does your organisation report to its investors on ESG activities risks assessments? Please provide reporting examples.

Frequency of reporting
Format
ESG activities
Portfolio ESG risks assessment
Outcomes
          see Catella Fonder annual report
        

15.2. Additional information [OPTIONAL]

          
        

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