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Pictet Asset Management

PRI reporting framework 2017

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ESG incorporation in actively managed listed equities

Implementation processes

LEI 03. Percentage of each incorporation strategy

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

03.1. Indicate (1) which ESG incorporation strategy and/or combination of strategies you apply to your actively managed listed equities and (2) the breakdown of your actively managed listed equities by strategy or combination of strategies (+/- 5%)

ESG incorporation strategy (select all that apply)

Percentage of active listed equity to which the strategy is applied
100 %
Total actively managed listed equities 100%

03.2. Describe your organisation’s approach to incorporation and the reasons for choosing the particular ESG incorporation strategy/strategies.

Integration is driven by our conviction to that ESG considerations can help us make better long-term investment decisions.

For clients who wish to actively support and benefit from superior corporate responsability, we implement best-in-class strategies.

Environmental thematic strategies offer the possibility to invest in products and services that provide solutions to environmental problems and are set to deliver superior growth.

03.3. Where assets are managed using a combination of ESG incorporation strategies, briefly describe how these combinations are used. [Optional]


LEI 04. Type of ESG information used in investment decision (Private)


LEI 05. Information from engagement and/or voting used in investment decision-making (Private)


(A) Implementation: Screening

LEI 06. Types of screening applied

06.1. Indicate and describe the type of screening you apply to your internally managed active listed equities.

Type of screening

Screened by

Description

  • All Pictet Asset Management: Exclusions of controversial weapons (anti-personnel landmines and cluster munitions)
  • Sustainable equities funds: Armament, nuclear, tobacco, alcohol, gambling, GMOs, adult entertainment.
  • Environmental thematic funds: ad-hoc esclusions depending on strategy (e.g. GMO, coal/oil, weapons)

Screened by

Description

Best-in-class strategies also apply negative and norms based screens.

Screened by

Description

We subscribe to controversy analysis of 10'000 companies.

06.2. Describe how the screening criteria are established, how often the criteria are reviewed and how you notify clients and/or beneficiaries when changes are made.

Screening criteria are reviewed on a regular basis  in line with new ESG issues (e.g.industry standards, policy and regulatory developments).


LEI 07. Processes to ensure screening is based on robust analysis

07.1. Indicate which processes your organisation uses to ensure screening is based on robust analysis.

07.2. Additional information. [Optional]


LEI 08. Processes to ensure fund criteria are not breached (Private)


(B) Implementation: Thematic

LEI 09. Types of sustainability thematic funds/mandates

09.1. Indicate the type of sustainability thematic funds or mandates your organisation manages.

09.2. Describe your organisation’s processes for sustainability themed funds. [Optional]

Our environmental theme funds integrate ESG considerations into the investment process in two ways. On the one hand by a strict theme definition by which we only invest in companies with clear and strategic exposure to the underlying environmental theme. Furthermore, we integrate ESG consideration in our assessment of management quality. Investment managers use a variety of sources (ESG brokerage, Reprisk, Sustainalytics, ISS, CFRA etc.) for this purpose.


(C) Implementation: Integration of ESG issues

LEI 10. Review ESG issues while researching companies/sectors

10.1. Indicate if E, S and G issues are reviewed while researching companies and/or sectors in active strategies.

ESG issues

Coverage/extent of review on these issues

Environmental

Environmental

Social

Social

Corporate Governance

Corporate Governance

10.2. Additional information. [Optional]


LEI 11. Processes to ensure integration is based on robust analysis (Private)


LEI 12. Aspects of analysis ESG information is integrated into (Private)


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