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Catella Fondförvaltning AB

PRI reporting framework 2019

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You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes » (C) Implementation: Integration of ESG factors

(C) Implementation: Integration of ESG factors

LEI 08. Review ESG issues while researching companies/sectors

08.1. Indicate the ESG factors you systematically research as part of your investment analysis and the proportion of actively managed listed equity portfolios that is impacted by this analysis.

ESG issues

Proportion impacted by analysis
Environmental

Environmental

Social

Social

Corporate Governance

Corporate Governance

08.2. Additional information. [Optional]

All Catellas actively managed funds will take sustainability themes into account when assessing a company’s growth and profitability potential. 


LEI 09. Processes to ensure integration is based on robust analysis

09.1. Indicate which processes your organisation uses to ensure ESG integration is based on a robust analysis.

09.2. Indicate the proportion of your actively managed listed equity portfolio that is subject to comprehensive ESG research as part your integration strategy.

09.3. Indicate how frequently third party ESG ratings that inform your ESG integration strategy are updated.

09.4. Indicate how frequently you review internal research that builds your ESG integration strategy.

09.5. Describe how ESG information is held and used by your portfolio managers.

09.6. Additional information.[Optional]

All holdings are screened twice a year to ensure compliance with our limits and restrictions. The screening gives us information about all companies in our benchmark and how they are performing with reference to internal ESG issues and risk areas, how the company is living up to international norms and conventions, as well as companies affected by our established limits at the fund level. All fund managers also use the research done by our external partner Sustainalytics as well as the research done by sell side analyst who are increasing focus on these issues. 

On a quarterly basis all fund managers participate in an internal sustainability seminar to delve deeper into the issues. During these seminars we evaluates corporate sustainability programmes and monitors 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.

All fund managers, sales and risk personnel have taken a sustainability course and we have internal and external workshops a couple of times per year.

 


LEI 10. Aspects of analysis ESG information is integrated into (Private)


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