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Ohman Fonder

PRI reporting framework 2020

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You are in Strategy and Governance » Objectives and strategies

Objectives and strategies

SG 05. RI goals and objectives

05.1. Indicate if and how frequently your organisation sets and reviews objectives for its responsible investment activities.

05.2. Additional information. [Optional]

The ESG-team reports to Öhman Fonders CEO. The team togehter with CEO set the objectives and strategeis for each year. 

SG 06. Main goals/objectives this year

06.1. List the main responsible investment objectives that your organisation set for the reporting year.

Responsible investment processes

Key performance indicator

          Internal education and lecturers with external guests.

Progress achieved

During 2019 we have had 3 educational session internally. 

Key performance indicator

          Develop an ESG Risk-monitor in our database accessible for all fund managers

Progress achieved

The work was completed in December

Key performance indicator

          Increase AUM with ESG-analysis integrated. Develop methodology for all asset classes

Progress achieved

By mid 2019 100% of our AUM have ESG-analysis integrated.

All fund now have a methodology to integrate ESG-risk analysis 

          Develop sector-specific ESG guidelines.

Key performance indicator

          Published reports.

Progress achieved

During 2019 Öhman publilshed two sector-reports. 

Financial performance of investments

ESG characteristics of investments

Other activities

Key performance indicator

          Publish sector-specific reports.

Progress achieved

During 2019 Öhman published two sector-specific reports.  

06.2. Additional information.