Öhman is a signatory of UN backed Principles for Responsible Investment. Companies we invest in shall comply will well accepted international conventions and guidelines, based on the UN Global Compact 10 principles. We belive that companies integrating UN Guiding Principles on Business and Human Rights, and that has developed Science Based Climate Targets and act to operate in line with the Paris Agreement are better investment over the long rung.
Öhman has during 2019 developed a white paper outlining and clarifing our approach to responsible investment. The purpose of this document is to present:
- the strategies we use
- Our methodology for identifying and assessing ESG risks in our analysis process
- Some company analysis as examples of how our ESG analysis influences investment decisions
An ESG analysis means that we make an assessment of a company's preparedness and management of, for the company, significant sustainability factors - factors that may affect the company's financial position and development (positive or negative). An ESG analysis evaluates the company's policies, management systems and other information that the companies have published, eg. in the annual / sustainability report. Supplementary information is obtained by visiting the companies or visiting studies at the companies' facilities.
Since sustainability can encompass many factors and is defined in different ways, in the ESG analysis we must focus on a limited number of criteria that can actually affect a company's financial development, so-called. material criteria. We work to identify the factors that we consider to be most material.