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Ohman Fonder

PRI reporting framework 2020

Export Public Responses

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LEA 01. Description of approach to engagement


01.1. 貴社に(エンゲージメント又は議決権行使を含む)アクティブ・オーナーシップ・ポリシーがあるか示してください。

01.2. 貴社のアクティブ・オーナーシップ・ポリシーを添付し、またはURLを提示してください。

01.3. 貴社のアクティブ・オーナーシップ・ポリシーで取り扱っている内容を示してください。




01.4. 貴社はアクティブ・オーナーシップ活動をサービスプロバイダーにアウトソーシングしていますか。

01.5. サービスプロバイダーアクティブ・オーナーシップを行っている場合、貴社のアクティブ・オーナシップ・ポリシーに以下が含まれているか示してください。

01.6. 補足情報 [任意]

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