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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 » 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




Corporate Governance

Corporate Governance

08.2. Additional information. [Optional]

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. 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.

09.3. Indicate how frequently third party ESG ratings that inform your ESG integration strategy are updated.

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

09.6. Additional information. [Optional]

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

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.

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. Additional information. [OPTIONAL]