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Didner & Gerge Fonder AB

PRI reporting framework 2020

You are in Strategy and Governance » Investment policy

Investment policy

SG 01. RI policy and coverage

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

01.1. Indicate if you have an investment policy that covers your responsible investment approach.

01.2. Indicate the components/types and coverage of your policy.

Select all that apply

Policy components/types

Coverage by AUM

01.3. Indicate if the investment policy covers any of the following

01.4. Describe your organisation’s investment principles and overall investment strategy, interpretation of fiduciary (or equivalent) duties,and how they consider ESG factors and real economy impact.

We have a long term investment horizon, at least five years. We have a truly bottom up stock selection. Focusing on the company, the business and the management, instead of the fluctuations of the share and the market. Our main focus is corporate governance, but it also includes both environmental and social aspects in our investment decisions. We value meeting with the management of companies, and try to have an ESG-dialouge with most of our holdings.

01.5. Provide a brief description of the key elements, any variations or exceptions to your investment policy that covers your responsible investment approach. [Optional]

01.6. Additional information [Optional].

          
        

SG 01 CC. Climate risk (Private)


SG 02. Publicly available RI policy or guidance documents

 

02.1. Indicate which of your investment policy documents (if any) are publicly available. Provide a URL and an attachment of the document.

URL/Attachment

URL/Attachment

URL/Attachment

URL/Attachment

02.2. Indicate if any of your investment policy components are publicly available. Provide URL and an attachment of the document.

URL/Attachment

URL/Attachment

02.3. Additional information [Optional].

We publish information about our ESG work on our website (only in Swedish).


SG 03. Conflicts of interest

03.1. Indicate if your organisation has a policy on managing potential conflicts of interest in the investment process.

03.2. Describe your policy on managing potential conflicts of interest in the investment process.

The policies describes both how the funds are to act in relation to each other and also how involved persons are to act regarding shareholding and potential transactions.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios

04.1. Indicate if your organisation has a process for identifying and managing incidents that occur within investee entities.

04.2. Describe your process on managing incidents

We get information on incidents, both from our external screening partner and via internal research, through media and dialouge with the companies. We will analyse what has happened and then take appropriate action based on that information. If there is a confirmed incident we shall start a dialogue with the company to gain information about their direct and planned actions, and thereafter take appropriate action.


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