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Ohman Fonder

PRI reporting framework 2020

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Organisational Overview
Basic information [OO 01 - 09] Asset class implementation gateway indicators [OO 10 - 12] Peering questions [OO LE 01 - HF 01]
Strategy and Governance
Investment policy [SG 01 - 04] Objectives and strategies [SG 05 - 06] Governance and human resources [SG 07 - 08] Promoting responsible investment [SG 09 - 11] Outsourcing to fiduciary managers and investment consultants [SG 12] ESG issues in asset allocation [SG 13 - 15] Innovation [SG 18] Communication [SG 19]
Direct - Listed Equity Incorporation
ESG incorporation in actively managed listed equities [LEI 01 - 10] Implementation processes [LEI 01 - 10] (A) Implementation: Screening [LEI 04 - 06] (C) Implementation: Integration of ESG factors [LEI 08 - 10] ESG incorporation in passively managed listed equities [LEI 11] Outputs and outcomes [LEI 12 - 13]
Direct - Listed Equity Active Ownership
Overview [LEA 01] Engagement [LEA 02 - 08] Outputs and outcomes [LEA 09 - 11] (Proxy) voting and shareholder resolutions [LEA 12 - 21]
Direct - Fixed Income
ESG incorporation in actively managed fixed income [FI 01 - 12] Implementation processes [FI 01 - 03] (A) Implementation: Screening [FI 04 - 06] (B) Implementation: Thematic [FI 07 - 09] (C) Implementation: Integration [FI 10 - 12] ESG incorporation in passively managed fixed income [FI 13] Fixed income - Engagement [FI 14 - 16] Outputs and outcomes [FI 17 - 18]
Confidence building measures
Confidence building measures [CM1 01 - 07]
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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.

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