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Carnegie Fonder AB

PRI reporting framework 2020

You are in Strategy and Governance » ESG issues in asset allocation

ESG issues in asset allocation

SG 13. ESG issues in strategic asset allocation

13.1. Indicate whether the organisation carries out scenario analysis and/or modelling, and if it does, provide a description of the scenario analysis (by asset class, sector, strategic asset allocation, etc.).

13.3. Additional information. [OPTIONAL]

We have on our roadmap and goals for 2020 to assess and develop methodology for implementing scenario analysis in a structured way.

SG 13 CC.

SG 14. Long term investment risks and opportunity

14.1. Some investment risks and opportunities arise as a result of long term trends. Indicate which of the following are considered.

14.2. Indicate which of the following activities you have undertaken to respond to climate change risk and opportunity

other description

          Encouraged TCFD-aligned reporting and adoption of Science-based targets.

14.3. Indicate which of the following tools the organisation uses to manage climate-related risks and opportunities.

14.5. Additional information [Optional]

SG 14 CC.

14.6 CC. Provide further details on the key metric(s) used to assess climate-related risks and opportunities.

Metric Type
Metric Unit
Metric Methodology
Weighted average carbon intensity
          Reporting to clients
Carbon footprint (scope 1 and 2)
          Company level analysis
          thousand tonnes
          scope 1+2
Portfolio carbon footprint
          Reporting to clients
Carbon intensity
          company-level analys
          thousand tonnes
          As reported by companies, incl GHG protocol
Exposure to carbon-related assets

14.8 CC. Indicate whether climate-related risks are integrated into overall risk management and explain the risk management processes used for identifying, assessing and managing climate-related risks.

Please describe

Although our day-to-day work in the investment team includes identifying and assessing climate-related risks on a company level, climate-related risks are not part of Carnegie Fonder’s formal risk management processes (comprising more traditional risk factors such as currency exposure, portfolio liquidity, counterparty exposure, etc). However, it is on our to-do for 2020 to assess if there are suitable ways of doing so.

14.9 CC. Indicate whether your organisation, and/or external investment manager or service providers acting on your behalf, undertake active ownership activities to encourage TCFD adoption.

Please describe

We actively encourage companies to adopt the TCFD framework.

SG 15. Allocation of assets to environmental and social themed areas

15.1. Indicate if your organisation allocates assets to, or manages, funds based on specific environmental and social themed areas.

15.4. Please attach any supporting information you wish to include. [OPTIONAL]