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Sycomore Asset Management

PRI reporting framework 2017

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Implementation not in other modules

SG 12. ESG issues in strategic asset allocation

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

12.1. Indicate if your organisation executes scenario analysis and/or modelling in which the risk profile of future ESG trends at portfolio level is calculated.

12.2. Indicate if your organisation considers ESG issues in strategic asset allocation and/or allocation of assets between sectors or geographic markets.

12.3. Additional information. [OPTIONAL]


SG 13. Long term investment risks and opportunity

13.1. Some investment risks and opportunities arise as a result of long term trends. Indicate which of the following you act on.

13.2. Indicate which of the following activities you have undertaken to respond to climate change risk and opportunity

other description

          Certification of Sycomore Eco Solutions fund with the French state green EETC certification.
        

13.3. Indicate which of the following tools you use to manage emissions risks and opportunities

other description

          Developed our own internal metric.
        

13.5. Additional information [Optional]

In 2016, we launched a project to upgrade and extend our internal metric quantifying the alignement of business model to the energy and ecological transition. This is an environmental impact metric, which can be used in the investment decision process as well as for reporting. 


SG 14. Allocation of assets to environmental and social themed areas

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

14.1. Indicate if your organisation allocates assets to, or manages, funds based on specific environmental and social themed areas.

14.2. Specify which thematic area(s) you invest in, indicate the percentage of your AUM in the particular asset class and provide a brief description.

Area

0.25 % of AUM

Brief description and measures of investment

Sycomore AM invests specifically in this thematic area through Sycomore Eco Solutions. We have developed a proprietary environmental metric to assess companies' contributions to the ecological and energy transition, which is integrated in the investment process of this fund. 

0.1 % of AUM

Brief description and measures of investment

Sycomore AM invests specifically in this thematic area through Sycomore Eco Solutions. We have developed a proprietary environmental metric to assess companies' contributions to the ecological and energy transition, which is integrated in the investment process of this fund. 

0.1 % of AUM

Brief description and measures of investment

Sycomore AM invests specifically in this thematic area through Sycomore Eco Solutions. We have developed a proprietary environmental metric to assess companies' contributions to the ecological and energy transition, which is integrated in the investment process of this fund. 

0.2 % of AUM

Brief description and measures of investment

Sycomore AM invests specifically in this thematic area through Sycomore Eco Solutions. We have developed a proprietary environmental metric to assess companies' contributions to the ecological and energy transition, which is integrated in the investment process of this fund. 

0.1 % of AUM

Brief description and measures of investment

Sycomore AM invests specifically in this thematic area through Sycomore Eco Solutions. We have developed a proprietary environmental metric to assess companies' contributions to the ecological and energy transition, which is integrated in the investment process of this fund. 

          Human capital
        
2 % of AUM

Brief description and measures of investment

Sycomore AM invests specifically in this thematic area through Sycomore Happy@Work. We have developed an internal methodology to adress the thematic of human capital management, which is integrated in the investment process of this fund. 

14.3. Additional Information [Optional]

          
        

SG 15. ESG issues for internally managed assets not reported in framework

15.1. Describe how you address ESG issues for internally managed assets for which a specific PRI asset class module has yet to be developed or for which you are not required to report because your assets are below the minimum threshold.

Asset Class

Describe what processes are in place and the outputs or outcomes achieved

Fixed income - Corporate (financial)

Sycomore AM integrates ESG issues in fixed income analysis as in equity. Since 2012, Sycomore AM has an SRI fixed income fund, Sycomore Sélection Crédit. We have defined 6 specific ESG criteria for this fund, focusing on ESG risk mitigation.

15.2. Additional information [Optional].


SG 16. ESG issues for externally managed assets not reported in framework

16.1. Describe how you address ESG issues for externally managed assets for which a specific PRI asset class module has yet to be developed or for which you are not required to report because your assets are below the minimum threshold.

Asset Class

Describe what processes are in place and the outputs or outcomes achieved

Cash

For our cash investments, we do not conduct any specific analysis but we favour investments in SRI monetary funds.

16.2. Additional information.


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