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Didner & Gerge Fonder AB

PRI reporting framework 2020

You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities



LEI 01. Percentage of each incorporation strategy

01.1. 以下を記載してください。(1)組織でのアクティブ運用上場株式にどのESG組み入れ戦略や組み合わせを使用しているか(2)アクティブ運用している上場株式の戦略または戦略の組み合わせ別内訳

ESG組み入れ戦略 (当てはまるものをすべてお選びください)
アクティブ運用される上場株式に戦略が適用される割合 (推定 +/- 5%)
100 %
アクティブ運用している上場株式の合計 100%

01.2. 組織が実施しているESG組み入れアプローチ、および、特定のESG組み入れ戦略を選択している場合はその理由を説明してください。

The screening covers both norm critieria and sector criteria. The norm criteria includes environmental factors as well as human rigths, labour rigths and corruption. If a company has a confirmed violation in the norm area we must always take action, preferably start a direct dialouge with the company, or through an external partner/service provider. No investments can be made in the following sectors: pornography, fossil fuel (including coal), tobacco, commercial gaming, controversial weapons or uranium. A major part of our investments also exclude alcohol, military and GMO-crops. We have a strong focus on the long term sustainablity and consider the ESG factors to be of importance for both future profits and risk mitigation in all of our investments. All investments are analyzed both internally end externally in terms of E, S and G.

01.3. ESG組み入れ戦略の組み合わせを使用して資産を運用している場合、ESG戦略の組み合わせをどのように使用しているかを簡単に説明してください。 [任意]

All our investments are based on both negative screening and positive integration. We do not invest in companies that underperform in sustainability (in other words companies that breach norm criteria or sector criteria). We seek to invest in companies that are in the forefront of sustainability, where sustainability is a part of the company's strategy. 

LEI 02. Type of ESG information used in investment decision (Private)

LEI 03. Information from engagement and/or voting used in investment decision-making

03.1. ESGへのエンゲージメントや(委任状による)議決権行使から得られる情報を投資の意思決定に利用できるプロセスが組織にあるかどうかを記載してください。

03.2. 補足情報 [任意]

At least annually in the sustainability report.

A) 実施:スクリーニング

LEI 04. Types of screening applied

04.1. 組織内でアクティブ運用している上場株式に適用するスクリーニングの種類を記載し、説明してください。




We perform sector based screening to find out the percentege of a company's revenue that strives from tobacco, pornography, military, alcohol, commersial gaming and fossil fuels (including coal). We also screen for alleged or confirmed violations against international norms and conventions in the areas of environment, social responsibility and corporate governance. The screening of international norm and conventions also includes controversial weapons.



We have guidelines that specify we should not invest in companies that have confirmed violations to these norms. If we already own a company that makes a violation we must always at least initiate a dialouge with the company.

04.2. スクリーニング基準が変更された場合に顧客や受益者に通知する方法について説明してください。

The fund company (CEO and board) has set up guidelines with the framework for which criteria we should screen for. We update the guidelines annually and inform clients of changes either through our quarterly reports and/or at our website.There are some differences between the funds on which criteria they must take notice of with regards to the negative screening. None of the funds can invest in companies involved in controversial weapons. The other products and sectors we screen for are pornography, weapons, alcohol, tobacco, commersial gaming and fossil fuels. Some funds do not allow any of the companies to be involved in these areas at all, and some do allow some sectors to some extent. To some extent we have set the criteria in dialouge with clients but mostly it is the decision of the portfolio managers, with of course the company guidelines as a framework. When it comes to the norm based screening the guidelines states that investments should only be made in companies that do not breach international conventions and norms on environment, social aspects (human rigths, labour rights, corruption) and corporate govnernance. The screening service provider sets up screening with regards to a number of international conventions including those mentioned above. The screening is performed at least four times a year.

LEI 05. Processes to ensure screening is based on robust analysis

05.1. スクリーニングが徹底した分析に基づいていることを確実にするために、組織が使用しているプロセスを選択してください。

05.2. ESGスクリーニング戦略の一環で包括的なESG調査の対象となるアクティブ上場株式ポートフォリオの割合を示してください。

05.3. 第三者のESG評価がスクリーニング目的で更新される頻度を示してください。

05.5. 補足情報 [任意]

LEI 06. Processes to ensure fund criteria are not breached (Private)

C) 実施: 統合

LEI 08. Review ESG issues while researching companies/sectors

08.1. E・S・Gの各要因が投資分析の一環として体系的に調査されている、アクティブ運用の上場株式ポートフォリオの割合を記載してください。








08.2. 補足情報 [任意]

All our funds systematically review the significance of ESG issues, some to a large extent, some a little less.

A bigger proportion of corporate governance factors are systematically researched and incorporated into our investment analysis. The portfolio managers seek investments in companies with good management and owners who ensure that the company develops their products and services to make sure they are relevant in the future, and takes into account all the company's risks. The majority of the companies in which the fund invests are foundational or have significant family ownership. This is something that we both believe increases the likelihood of good and long-term corporate governance.

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

09.1. ESG統合が徹底した分析に基づいていることを確実にするために、組織が使用しているプロセスを記載してください。

09.2. 組織の統合戦略の一環で包括的ESG調査の対象になるアクティブ運用上場株式の割合を記載してください。

09.3. ESG統合戦略に使われる第三者のESG評価が更新される頻度を示してください。

09.5. ポートフォリオ・マネージャーがどのようにしてESG情報を保有し、使っているのか説明してください。

09.6. 補足情報 [任意]

LEI 10. Aspects of analysis ESG information is integrated into


10.1. 投資分析のどの側面にESG情報を統合しているかを記載してください。





10.2. ESG情報を適正価値/ファンダメンタル分析および/またはポートフォリオの構築へと統合するプロセスについて、組織でのプロセスの一部となっている手法を選択してください。

10.4. 利益予想/バリュエーションツールの修正に使用した手法を説明してください。

Our portfolio managers perform a fundamental analysis of the companies. We have a stock-pickning, bottom-up approach. For some of our funds it is of great importance that the company address the ESG issues in a very outspoken way, and the portfolio managers base all of their investments on the belief that the long term perspective is of importance for both employees, customers, suppliers, investors and communities. Thus the portfolio managers base their forecasts for the company on its ability to perform in the long term perspective in which the ESG factors are of great importance.

10.6. 補足情報 [任意]