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Ohman Fonder

PRI reporting framework 2020

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You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes » (C) Implementation: Integration of ESG factors

(C) Implementation: Integration of ESG factors

LEI 08. Review ESG issues while researching companies/sectors

08.1. Indicate the proportion of actively managed listed equity portfolios where E, S and G factors are systematically researched as part of your investment analysis.

ESG issues

Proportion impacted by analysis




Corporate Governance

Corporate Governance

08.2. Additional information. [Optional]

LEI 09. Processes to ensure integration is based on robust analysis

09.1. Indicate which processes your organisation uses to ensure ESG integration is based on robust analysis.

09.2. Indicate the proportion of your actively managed listed equity portfolio that is subject to comprehensive ESG research as part your integration strategy.

09.3. Indicate how frequently third party ESG ratings that inform your ESG integration strategy are updated.

09.4. Indicate how frequently you review internal research that builds your ESG integration strategy.

09.5. Describe how ESG information is held and used by your portfolio managers.

09.6. Additional information. [Optional]

We have an ESG research log, where ESG analysts add company-specific research notes for example after company presentations and meetings. We also flag whether the company is subject to an ongoing engagement.

The portfolio managers always have access to this log, but the ESG-team also send ESG-updates to relevant teams when a change is made; these updates include a short comment, the company's ESG score and the ESG outlook. Through these updates the ESG-team notify portfolio managers about the engagement process and potential changes in our assessment.

LEI 10. Aspects of analysis ESG information is integrated into

New selection options have been added to this indicator. Please review your prefilled responses carefully.

10.1. Indicate which aspects of investment analysis you integrate material ESG information into.

Proportion of actively managed listed equity exposed to investment analysis

Proportion of actively managed listed equity exposed to investment analysis

Proportion of actively managed listed equity exposed to investment analysis

Proportion of actively managed listed equity exposed to investment analysis

Proportion of actively managed listed equity exposed to investment analysis

10.5. Describe how you apply sensitivity and /or scenario analysis to security valuations.

We have conducted a scenario-analysis using the PACTA-tool, created by 2-degrees Investing and supported by the UNPRI. We have conducted this analysis on our listed equity portfolio, and the results have been published in our annual climate report (aligned with TCFD), which can be found here:

10.6. Additional information. [OPTIONAL]

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: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: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.