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Sycomore Asset Management

PRI reporting framework 2017

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Process for engagements run internally

LEA 03. Process for identifying and prioritising engagement activities

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

03.1. Indicate whether your organisation has a formal process for identifying and prioritising engagement activities carried out by internal staff.

03.2. Describe the criteria used to identify and prioritise engagement activities carried out by internal staff.

03.3. Additional information. [Optional]

- We identify and monitor engagement activities carried out by internal staff through the engagement module included in our centralised database. Engagement activities are identified and recorded at company level.

- Companies held in SRI portfolio are prioritary, but Sycomore AM might engage with any company within its investment universe.

- Sycomore AM's engagement actions are initiated on a case-by-case basis, most frequently as a follow-up from a voting decision or from our internal ESG analysis of the company if material ESG risks have been identified, or in reaction to a controversy. 


LEA 04. Objectives for engagement activities

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

04.1. Indicate if you define specific objectives for your engagement activities.

04.2. Indicate if you monitor the actions that companies take following your engagements.

04.3. Indicate whether your organisation defines milestones and goals for engagement activities carried out by internal staff.

04.5. Additional information. [Optional]

For each engagement activity entered into our centralised database, the team member initiating the engagement must describe its objective, the stakeholder and the ESG criteria concerned, how and when the engagement has been initiated and the reaction of the company.

The second part of the tool is dedicated to follow-up actions : each progress recorded must be graded from 1 for a minor improvement to 3 when the objective is achieved.  


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