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Sycomore Asset Management

PRI reporting framework 2017

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General processes for all three groups of engagers

LEA 09. Share insights from engagements with internal/external managers

09.1. Indicate if insights gained from your engagements are shared with your internal or external investment managers.

Type of engagement

Insights shared

Individual/Internal staff engagements

Collaborative engagements

09.2. Additional information. [Optional]

All engagement information is shared internally through our proprietary tool  SYCOVALO. All insights gained from various initiatives and engagement meetings are recorded in the database. Investment managers who consider this information useful for their investments are encouraged to use them. Also, the ESG team is fully integrated to the investment team so there is a continuous dialogue on ESG issues between ESG specialists and fund managers.

LEA 10. Tracking number of engagements

10.1. Indicate if you track the number of engagements your organisation participates in.

Type of engagement
Tracking engagements

Individual / Internal staff engagements

Collaborative engagements

10.2. Additional information. [OPTIONAL]

We keep a record of all engagement meetings and engagement asks in our internal database SYCOVALO.