During 2019 we have developed a sector-specific ESG research conducted in house. We look further into the material ESG aspect within a sector and highlight what we see as the main risks but also drivers going forward. This complements our industry anlaysis above, and assess how political, regulatory and ESG factors could affect an industry.
- The first sector report covered the Tech sector and issues such as data privacy and integrity: https://www.ohman.se/wp-content/uploads/Öhman_Prospektiv_Hållbarhetsrisker_inom_teknologisektorn_2019_1-1.pdf
- The second sector report covered the Banking sector, especially focusing on climate-related financial risks and business ethics: https://www.ohman.se/wp-content/uploads/Öhman_Prospektiv_2_2019.pdf
These reports are both used as a foundation for discussion on these topics with the portfolio managers. But also in discussions with our clients and other stakeholders. We will soon publish our third sector report, focusing on Industrials.