This report shows public data only. Is this your organisation? If so, login here to view your full report.

Carnegie Fonder AB

PRI reporting framework 2020

You are in Direct - Fixed Income » Outputs and outcomes

成果および結果

FI 17. Financial/ESG performance (Private)


FI 18. Examples - ESG incorporation or engagement

18.1. ESG分析の組み入れや発行体のエンゲージメントが、報告年度中に組織の債券投資結果に与えている影響例を示してください。

ESG問題および説明

Achieve a high weight of green bonds in the Investment Grade fund which started in June of 2019, while maintaining a well-diversified portfolio composition.

投資決定やパフォーマンスへの影響

Carnegie Investment Grade fund had a portfolio weight of 23% in green bonds at the end of 2019. 

ESG問題および説明

Fossil fuel transition cases

投資決定やパフォーマンスへの影響

Analysis of issuer Stockholm Exergi to determine if their strategy to become fossil free enables the holding to qualify for CF:s criterias for so-called transition cases and thus be allowed in a portfolio excluding fossil fuels. Our analysis, with support in criterias from Swedish Eco-Label, found that their trajectory and high level of investments into renewables would make the holding eligible.

18.2. 補足情報 [任意]


Top