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Catella Fondförvaltning AB

PRI reporting framework 2019

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Governance

HF 03. Organisation of RI responsibilities

03.1. Indicate whether and how your organisation has organised RI implementation and/or oversight responsibilities.

Specify

          Responsible PM alongside sustainability manager
        

Specify

          Internal risk and compliance alongside sustainability manager
        

03.2. Additional information. [Optional]

          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.
        

HF 04. RI training programme

04.1. Please indicate whether you implemented any RI training program regarding hedge funds investments for your staff during the reporting year.

04.2. Explain how the RI training program is conducted?

All fund managers, risk officers and sales team have taken a RI course. We also internally conduct work-shops and seminars with both internal and external speakers. 

On a quarterly basis all fund managers participate in an internal sustainability seminar to dig deeper into the issues. During these seminars we evaluate corporate sustainability programmes and monitor current controversies and problems. We also use Sustainalytic’s research to discover which companies are at higher risk (low scores in relevant areas) or have potential to improve their sustainability reporting. Based on that information, we can identify investment candidates and prioritise future shareholder engagement.

Yearly assessment of policy and regulation frameworks around AML, MAR, code of conduct


HF 05. Performance/remuneration metrics linked to RI incorporation (Private)


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