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Holberg Fondsforvaltning AS

PRI reporting framework 2020

You are in Strategy and Governance » Asset class implementation not reported in other modules

Asset class implementation not reported in other modules

SG 16. ESG issues for internally managed assets not reported in framework

Describe how you address ESG issues for internally managed assets for which a specific PRI asset class module has yet to be developed or for which you are not required to report because your assets are below the minimum threshold.

Asset Class

Describe what processes are in place and the outputs or outcomes achieved

Fixed income - Corporate (non-financial)

We have concentrated portfolios (30-40 holdings), and know our companies well. We do a qualitative assessment of our investments based on company reporting and management meetings. The portfolio manager meets the management frequently, and one of the objectives is to identify possible ESG risk factors and align interests. 

Money market instruments

We mainly invest in financials (Norwegian savingbanks) and we choose to see these as a homogeneous group. If there are outliers, they will be analyzed separetely.

The smaller part of our investments (other sectors) are treated as described in the Fixed Income - Corporate (non-Financial) section above. 

16.2. Additional information [Optional].


SG 17. ESG issues for externally managed assets not reported in framework (Not Applicable)


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