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Carnegie Fonder AB

PRI reporting framework 2020

You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes » (C) Implementation: Integration of ESG factors

(C) Implementation: Integration of ESG factors

LEI 08. Review ESG issues while researching companies/sectors

08.1. Indicate the proportion of actively managed listed equity portfolios where E, S and G factors are systematically researched as part of your investment analysis.

ESG issues

Proportion impacted by analysis
Environmental

Environmental

Social

Social

Corporate Governance

Corporate Governance

08.2. Additional information. [Optional]


LEI 09. Processes to ensure integration is based on robust analysis

09.1. Indicate which processes your organisation uses to ensure ESG integration is based on robust analysis.

09.2. Indicate the proportion of your actively managed listed equity portfolio that is subject to comprehensive ESG research as part your integration strategy.

09.4. Indicate how frequently you review internal research that builds your ESG integration strategy.

09.5. Describe how ESG information is held and used by your portfolio managers.

09.6. Additional information. [Optional]

All investment decisions are taken by the fund managers, who conduct their own analysis. Our CF THOR tool integrates sustainability into traditional financial analysis. 

CF THOR is a tool for sustainability analysis developed by Carnegie Fonder's fund managers and analysts in 2019. Its purpose is to identify risks and opportunities from a sustainability perspective, and to develop better talking points in meetings with company management teams.

CF THOR is employed for all holdings, both equities and debt, and uses 100 questions and checkpoints, of which 31 are qualitative and 69 are quantitative. It also considers the companies' de facto work with the 17 Global Sustainable Development Goals.


LEI 10. Aspects of analysis ESG information is integrated into

New selection options have been added to this indicator. Please review your prefilled responses carefully.

10.1. Indicate which aspects of investment analysis you integrate material ESG information into.

Proportion of actively managed listed equity exposed to investment analysis

Proportion of actively managed listed equity exposed to investment analysis

Proportion of actively managed listed equity exposed to investment analysis

Proportion of actively managed listed equity exposed to investment analysis

Proportion of actively managed listed equity exposed to investment analysis

10.2. Indicate which methods are part of your process to integrate ESG information into fair value/fundamental analysis.

10.4. Describe the methods you have used to adjust the income forecast/valuation tool.

We use our internal ESG analysis tool which identifies risks and opportunities in the company's products and/or strategies in the short, mid and long term which in turn may influence our assumptions around for instance growth or profitability. The conclusions from the tool could also influence valuation multiples due to, for instance, perceived lower or higher investment risk. The impact of any of these adjustments or the influence the ESG analysis has on the valuation is company-specific and we believe it must be, there is no "one-size fits all" with regards to valuation adjustments influenced by ESG considerations.

10.6. Additional information. [OPTIONAL]


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