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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) 実施:テーマ

FI 07. Thematic investing - overview

07.1. テーマ投資の割合を示してください。

90 %
10 %

07.2. テーマ債券投資に対する組織のアプローチについて説明してください。

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. 補足情報 [任意]

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. グリーン債原則に従ったテーマ債券の発行に関連する透明性や開示を奨励しているかどうか示してください。社会貢献債原則またはサステナビリティ債ガイドライン。

08.2. 発行体が提供文書の記載に従って、債券収益を配分していないときに取るべき対応策を説明してください。

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. 補足情報 [任意]

FI 09. Thematic investing - assessing impact

09.1. 組織のテーマ投資の環境的または社会的影響を評価する方法を示してください。

09.2. 補足情報 [任意]