This report shows public data only. Is this your organisation? If so, login here to view your full report.

Ohman Fonder

PRI reporting framework 2020

Export Public Responses

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

C) 実施: 統合

LEI 08. Review ESG issues while researching companies/sectors

08.1. E・S・Gの各要因が投資分析の一環として体系的に調査されている、アクティブ運用の上場株式ポートフォリオの割合を記載してください。








08.2. 補足情報 [任意]

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

09.1. ESG統合が徹底した分析に基づいていることを確実にするために、組織が使用しているプロセスを記載してください。

09.2. 組織の統合戦略の一環で包括的ESG調査の対象になるアクティブ運用上場株式の割合を記載してください。

09.3. ESG統合戦略に使われる第三者のESG評価が更新される頻度を示してください。

09.4. ESG統合戦略に使われる組織内調査を見直す頻度を示してください。

09.5. ポートフォリオ・マネージャーがどのようにしてESG情報を保有し、使っているのか説明してください。

09.6. 補足情報 [任意]

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


10.1. 投資分析のどの側面にESG情報を統合しているかを記載してください。






10.5. 有価証券の評価に感応度/シナリオ分析をどのように適用しているか説明してください。

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. 補足情報 [任意]

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.