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Ohman Fonder

PRI reporting framework 2020

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Organisational Overview
Basic information [OO 01 - 09] Asset class implementation gateway indicators [OO 10 - 12] Peering questions [OO LE 01 - HF 01]
Strategy and Governance
Investment policy [SG 01 - 04] Objectives and strategies [SG 05 - 06] Governance and human resources [SG 07 - 08] Promoting responsible investment [SG 09 - 11] Outsourcing to fiduciary managers and investment consultants [SG 12] ESG issues in asset allocation [SG 13 - 15] Innovation [SG 18] Communication [SG 19]
Direct - Listed Equity Incorporation
ESG incorporation in actively managed listed equities [LEI 01 - 10] Implementation processes [LEI 01 - 10] (A) Implementation: Screening [LEI 04 - 06] (C) Implementation: Integration of ESG factors [LEI 08 - 10] ESG incorporation in passively managed listed equities [LEI 11] Outputs and outcomes [LEI 12 - 13]
Direct - Listed Equity Active Ownership
Overview [LEA 01] Engagement [LEA 02 - 08] Outputs and outcomes [LEA 09 - 11] (Proxy) voting and shareholder resolutions [LEA 12 - 21]
Direct - Fixed Income
ESG incorporation in actively managed fixed income [FI 01 - 12] Implementation processes [FI 01 - 03] (A) Implementation: Screening [FI 04 - 06] (B) Implementation: Thematic [FI 07 - 09] (C) Implementation: Integration [FI 10 - 12] ESG incorporation in passively managed fixed income [FI 13] Fixed income - Engagement [FI 14 - 16] Outputs and outcomes [FI 17 - 18]
Confidence building measures
Confidence building measures [CM1 01 - 07]
Export Public Responses
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You are in Direct - Listed Equity Incorporation » ESG incorporation in passively managed listed equities

ESG incorporation in passively managed listed equities

LEI 11. ESG issues in index construction

11.1. Indicate if you manage passive listed equity funds that incorporate ESG factors in the index construction methodology.

11.2. Indicate the percentage of your total passive listed equity funds for which ESG factors are incorporated in the index construction methodology.

ESG incorporation in index construction methodology (% of total passive listed equity funds)

11.3. Specify index/fund name, provide a brief description of ESG methodology and indicate which of the following ESG incorporation strategies you apply.

Index/fund name and brief description of ESG methodology

ESG incorporation strategy

Öhman Sverige Marknad Hållbar:

Firstly, we apply the exclusionary criteria. Secondly, a sustainability analysis is conducted which leads to a percentage ranking of the companies. The fund invest in the 75 percent of the companies with lowest ESG risk, compared to the benchmark. These companies are assigned a proportionally larger weight in the fund compared to the benchmark index.

Index/fund name and brief description of ESG methodology

ESG incorporation strategy

Öhman Global Marknad Hållbar:

Firstly, we apply the exclusionary criteria. Secondly, a sustainability analysis is conducted which leads to a percentage ranking of the companies within each sector and region. The fund invest in the 50 percent of the companies with lowest ESG risk, compared to the benchmark. These companies are assigned a proportionally larger weight in the fund compared to the benchmark index.

Index/fund name and brief description of ESG methodology

ESG incorporation strategy

Öhman Etisk Index Emerging Markets: 

Firstly, we apply the exclusionary criteria. Secondly, a sustainability analysis is conducted which leads to a percentage ranking of the companies within each sector. The fund invest in the 75 percent of the companies with lowest ESG risk, compared to the benchmark. These companies are assigned a proportionally larger weight in the fund compared to the benchmark index.

 

Index/fund name and brief description of ESG methodology

ESG incorporation strategy

Öhman Etisk Index Europa:

Firstly, we apply the exclusionary criteria. Secondly, a sustainability analysis is conducted which leads to a percentage ranking of the companies within each sector. The fund invest in the 75 percent of the companies with lowest ESG risk, compared to the benchmark. These companies are assigned a proportionally larger weight in the fund compared to the benchmark index.

Index/fund name and brief description of ESG methodology

ESG incorporation strategy

Öhman Etisk Index Sverige:

Firstly, we apply the exclusionary criteria. Secondly, a sustainability analysis is conducted which leads to a percentage ranking of the companies. The fund invest in the 75 percent of the companies with lowest ESG risk, compared to the benchmark. These companies are assigned a proportionally larger weight in the fund compared to the benchmark index.

11.4. Additional information. [Optional] 

          For the Global index funds the sustainability analysis is done within both sectors and regions and the fund selects the 50 percent out of all the companies in the benchmark index with the lowest sustainability risk. For the Swedish index funds, the sustainability analysis and percentage ranking is done for all companies in the benchmark index without regard to sectors.
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