5. Internal analysis – CF THOR
All investment decisions are taken by the fund managers, who conduct their own analysis. Our CF THOR tool integrates sustainability into traditional financial analysis.
CF THOR is a tool for sustainability analysis developed by Carnegie Fonder’s fund managers and analysts in 2019. Its purpose is to identify risks and opportunities from a sustainability perspective, and to develop better talking points in meetings with company management teams.
CF THOR is employed for all holdings, both equities and debt, and uses 100 questions and checkpoints, of which 31 are qualitative and 69 are quantitative. It also identifies companies’ de facto work with the 17 Global Sustainable Development Goals.
T angible – We analyse tangible risks and opportunities
H olistic – We examine both financial and ESG aspects
O riginal – We conduct our own analysis. Always
R ealistic – The analysis is based on objective data and reasonable assumptions