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Sycomore Asset Management

PRI reporting framework 2017

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Outputs and outcomes

FI 21. Financial/ESG performance

21.1. Indicate whether your organisation measures how your incorporation of ESG analysis in fixed income has affected investment outcomes and/or ESG performance.

Select all that apply
Corporate (non-financial)
We measure whether incorporating ESG impacts funds' reputation
We measure whether incorporating ESG impacts financial returns
We measure whether incorporating ESG impacts risk
We measure whether incorporating ESG impacts funds' ESG performance
None of the above

21.2. Describe how your organisation measures how your incorporation of ESG analysis in fixed income has affected investment outcomes and/or ESG performance. [OPTIONAL]

21.3. Additional information.[OPTIONAL]


FI 22. Examples - ESG incorporation or engagement

22.1. Provide examples of how your incorporation of ESG analysis and/or your engagement of issuers has affected your fixed income investment outcomes during the reporting year.

ESG issue and explanation

Social climate

Impact on investment decision or performance

Following several controversies related to social climate affecting an issuer of our corporate-bond SRI fund, we engaged the company on this issue and also organized a call with a former Head of Human Resources at the company in order to have an external opinion on the issue as well. Based on our exchanges with the company and this external expert, we concluded that the security was exposed to a long-term structural risk related to social climate and decided to sell the security.

22.2. Additional information.


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