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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

パッシブ運用している上場株式におけるESGの組み入れ

LEI 11. ESG issues in index construction

11.1. 指数の組成において、ESG問題を組み入れているパッシブ上場株式ファンドを運用しているかどうかを記載してください。

11.2. 指数の組成において、ESG問題を組み入れているパッシブ上場株式ファンドすべての比率を記載してください。

指数組成におけるESG組み入れ（パッシブ上場株式ファンド合計に対する比率）

11.3. 指数/ファンド名を明記し、ESGの手法を簡単に説明し、以下のうちどのESG組み入れ戦略を適用しているかを示してください。

指数およびファンド名、ESGの手法の簡単な説明

ESG組み入れ戦略
（当てはまるものをすべてお選びください）

 

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.

指数およびファンド名、ESGの手法の簡単な説明

ESG組み入れ戦略
（当てはまるものをすべてお選びください）

 

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.

指数およびファンド名、ESGの手法の簡単な説明
ESG組み入れ戦略
（当てはまるものをすべてお選びください）

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.

 

指数およびファンド名、ESGの手法の簡単な説明
ESG組み入れ戦略
（当てはまるものをすべてお選びください）

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.

指数およびファンド名、ESGの手法の簡単な説明
ESG組み入れ戦略
（当てはまるものをすべてお選びください）

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. 補足情報 [任意] 

          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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