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Sycomore Asset Management

PRI reporting framework 2017

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Objectives and strategies

SG 05. RI goals and objectives

05.1. Indicate if and how frequently your organisation sets and reviews objectives for its responsible investment activities.

05.2. Additional information. [Optional]

Every week, there is an internal ESG meeting aimed at coordinating development, marketing and portfolio management teams. As a consequence, new objectives can be set and reviewed relatively frequently. Once a year, there is a formal appraisal of the work carried out by the ESG team.


SG 06. Main goals/objectives this year

06.1. List the main responsible investment objectives that your organisation set for the reporting year.

Responsible investment processes

Key performance indicator

          Delivery of ESG training to investment staff
        

Progress achieved

- 1 full day of internal training on the new ESG analysis tool (SPICE) for the whole investment team

- 1 full day of external training on water footprinting and water risk management for 2 ESG team members

- 1 full day of external training on  for 2 ESG team members

- Introduction session to life cycle analysis provided by external experts to the whole team

- Created an internal comprehensive user guide for the new ESG analysis tool (SPICE)

Key performance indicator

          Delivery of engagement training to ESG team members and fund managers during one-on-one meetings (practical training)
        

Progress achieved

4 team members trained on engagement practices during one-on-one meetings with companies.

Key performance indicator

          Communication of ESG activities within the organisation
        

Progress achieved

- Presentation meeting of the new ESG analysis tool (SPICE) to sales and marketing teams

- Internal communication on the update of the ESG integration policy and the creation of the environmental strategy

 

Key performance indicator

          
        

Progress achieved

Increased weight of the ESG rating in the valuation methodology (via the beta risk factor) 

          Monitor engagement activities
        

Key performance indicator

          Creation of a new database for engagement activities
        

Progress achieved

Integrated a centralised engagement database within the fundamental analysis tool SPICE, allowing any investment team member to record engagement actions and information on the goal of the engagement, the reaction of the company as well as progress achieved

Financial performance of investments

ESG characteristics of investments

Other description (1)

          
        

Key performance indicator

          
        

Progress achieved

Other activities

Key performance indicator

          Participation in and support of various RI initiatives and events
        

Progress achieved

Sponsored the PRI academic prize and the French FIR-PRI prize

Sponsored the French SIF's Handbook on Article 173-VI on French Energy Transition law

Participated and received a special mention from the Presidence of the Jury of the firts international climate reporting organized by the OECD and the French Ministry of the Environment.

 

Key performance indicator

          Publication of case studies
        

Progress achieved

Published 2 case studies in the PRI Practical Guide to ESG Integration for Equity Investing 2016:
- Calculating ESG impact on beta
- Integrating ESG analysis into a centralised database

06.2. Additional information.


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