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Ohman Fonder

PRI reporting framework 2020

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You are in Direct - Fixed Income » ESG incorporation in actively managed fixed income » (B) Implementation: Thematic

(B) Implementation: Thematic

FI 07. Thematic investing - overview

07.1. Indicate what proportion of your thematic investments are (totalling up to 100%):

90 %
10 %

07.2. Describe your organisation’s approach to thematic fixed income investing

Öhman offers one Green Bond Fund which applies a thematic strategy. Öhman Green Bond Fund invests in green bonds with a particular focus on investment grade corporate issuers. In addition to this, all of our corporate credit funds can invest in green bonds so it is not limited to one dedicated fund.

We actively seek to broaden the scope by investing more in sustainability bonds, with both a green and a social impact. For example, we have invested in one blue bond issued by the Nordic Investment Bank. 

07.3. Additional information [OPTIONAL]

We support the development of the green bond market. For example, we have engaged in the project Green Assets Wallet. The Green Assets Wallet (GAW) is the result of a consortium of leading capital market actors and technology innovators formed under the lead of Stockholm Green Digital Finance. The Wallet is a blockchain-tool that was developed to deliver efficiency and transparency to the green debt market in support of scaling the supply of, and investment in, credible green investment opportunities through validation and reporting of green impacts. Read more about the project here:

FI 08. Thematic investing - themed bond processes

08.1. Indicate whether you encourage transparency and disclosure relating to the issuance of themed bonds as per the Green Bonds Principles, Social Bond Principles, or Sustainability Bond Guidelines..

08.2. Describe the actions you take when issuers do not disburse bond proceeds as described in the offering documents.

If the issuer would not disburse bond proceeds as described in the green framework and other documents, we would engage with the issuer and potentially decide to divest.

08.3. Additional information. [Optional]

FI 09. Thematic investing - assessing impact

09.1. Indicate how you assess the environmental or social impact of your thematic investments.

09.2. Additional information. [Optional]