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Carnegie Fonder AB

PRI reporting framework 2020

You are in Direct - Fixed Income » Outputs and outcomes


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。


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.


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


Fossil fuel transition cases


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]