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Sycomore Asset Management

PRI reporting framework 2017

You are in Strategy and Governance » Objectives and strategies

Objectives and strategies

SG 05. RI goals and objectives

05.1. 組織が責任投資活動に関して目的を設定して見直しを行っているかどうか、および、行っている場合にはその頻度を記載してください。

05.2. 補足情報。 [任意]

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. 報告年度に組織として設定している責任投資の主な目的を挙げてください。

責任投資プロセス

主要パフォーマンス指標(KPI)

          Delivery of ESG training to investment staff
        

進捗状況

- 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)

主要パフォーマンス指標(KPI)

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

進捗状況

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

主要パフォーマンス指標(KPI)

          Communication of ESG activities within the organisation
        

進捗状況

- 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

 

主要パフォーマンス指標(KPI)

          
        

進捗状況

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

          Monitor engagement activities
        

主要パフォーマンス指標(KPI)

          Creation of a new database for engagement activities
        

進捗状況

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

投資に係る財務業績

投資のESG特性

Other description (1)

          
        

主要パフォーマンス指標(KPI)

          
        

進捗状況

その他の活動

主要パフォーマンス指標(KPI)

          Participation in and support of various RI initiatives and events
        

進捗状況

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.

 

主要パフォーマンス指標(KPI)

          Publication of case studies
        

進捗状況

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. 補足情報。 [任意]


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