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Ohman Fonder

PRI reporting framework 2020

Export Public Responses

You are in Direct - Listed Equity Active Ownership » Overview


LEA 01. Description of approach to engagement

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

01.1. Indicate whether your organisation has an active ownership policy (includes engagement and/or voting).

01.2. Attach or provide a URL to your active ownership policy.

01.3. Indicate what your active engagement policy covers:

General approach to Active Ownership



01.4. Do you outsource any of your active ownership activities to service providers?

01.5. Where active ownership activities are conducted by service providers, indicate whether your active ownership policy covers any of the following:

01.6. Additional information [optional]

Öhman invest in thousands of companies worldwide. In order to achieve the greatest possible impact, it is important that we work focused and together with other investors who share our values. The fact that investors jointly engage in advocacy towards companies has a proven effect, and at the same time is the most cost-effective.
The process of ownership control is separate from the investment process and the two parts are conducted separately.
In our corporate governance, we use two tools to influence companies:
- Influence dialogues
- attending annual general meetings
Influence dialogues are conducted with companies that are part of the fund company's entire investment universe and can be conducted regardless of whether we are invested in the companies or not.
The fund company carries out and participates in various activities and punctual initiatives with the aim of influencing companies, industry organizations and legislators to contribute to a sustainable financial market.

We work in a preventive and forward-looking manner to influence the companies to improve their internal processes and external reporting, which will lead to long-term stable financial returns.
The process of influence dialogues:
 Structured and ongoing dialogue with companies
 Working with other investors
 Clear and measurable goals
Influence dialogues are conducted with:
- companies that are part of one of our focus areas,
- companies that are part of our actively managed funds and where we identified reasons for dialogue.

To clarify our approach Öhman has published steering guidelines, which complements our policy.ÖF-Bilaga-5.1-Interna-regler-för-aktieägarengagemang-190607.pdf