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Folksam

PRI reporting framework 2020

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Outputs and outcomes

FI 17. Financial/ESG performance

17.1. Indicate whether your organisation measures how your incorporation of ESG analysis in fixed income has affected investment outcomes and/or performance.

Select all that apply
SSA
We measure whether incorporating ESG impacts portfolio risk.
We measure whether incorporating ESG impacts portfolio returns.
We measure the ESG performance/profile of portfolios (relative to the benchmark).
None of the above

17.2. Describe how your organisation measures how your incorporation of ESG analysis in fixed income has affected investment outcomes and/or ESG performance. [OPTIONAL]

We measure the share of the fixed income portfolio that is in green and/or sustainable bonds. 

17.3. Additional information.[OPTIONAL]


FI 18. Examples - ESG incorporation or engagement

18.1. Provide examples of how your incorporation of ESG analysis and/or your engagement of issuers has affected your fixed income investment outcomes during the reporting year.

ESG issue and explanation

Folksam invested in a blue bond last year: https://nyhetsrum.folksam.se/sv/2019/01/28/folksamgruppen-koper-nya-typer-av-grona-obligationer/

The bond focuses on the Baltic Sea and to remedy it's water. 

Impact on investment decision or performance

It was an active decision to invest in the blue bond. 

ESG issue and explanation

Folksam invested 2,8 billion SEK in a bond from the World bank to reduce food waste. 

https://nyhetsrum.folksam.se/sv/2019/03/20/folksamgruppen-investerar-28-miljarder-i-obligation-for-att-minska-matsvinn/

Impact on investment decision or performance

.

18.2. Additional information.


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