Public HTML RI reports - PRI reporting framework 2017

de Pury Pictet Turrettini & Cie

PRI reporting framework 2017

Basic Information [OO 01 - 09] Gateway asset class implementation indicators [OO 10 - 12]

Investment policy [SG 01 - 04] Objectives and strategies [SG 05 - 06] Governance and human resources [SG 07 - 08] Promoting responsible investment [SG 09 - 11] Implementation not in other modules [SG 12 - 16] Innovation [SG 17]

Direct - Listed Equity Active Ownership

Engagement [LEA 01 - 16] Overview [LEA 01 - 02] Process [LEA 03 - 10] Process for engagements run internally [LEA 03 - 04] Process for engagements conducted via collaborations [LEA 05 - 06] Process for engagements conducted with/on your behalf by service providers [LEA 07 - 08] General processes for all three groups of engagers [LEA 09 - 10] Outputs and outcomes [LEA 11 - 15] Communication [LEA 16]

Indirect - Inclusive Finance

Context [IFI 01] Selection [IFI 02] Contractual agreements and mandate design [IFI 03] Investment manager monitoring and reporting [IFI 04 - 05]

Export Public Responses

You are in Indirect - Inclusive Finance » Disclosure

Disclosure

IFI 06. Disclosure of approach to RI in inclusive finance

06.1. Indicate if your organisation proactively discloses any information about your approach to responsible investment in inclusive finance.

Yes, we disclose publicly

provide URL https://www.ppt.ch/en/

Yes, we disclose to clients/beneficiaries only

06.2. Additional information. [Optional]

As a direct consequence of economic globalisation, microfinance is one of our main topcis of interest. It has led to our taking part in the creation of a company specialised in that field Blue Orchard Finance S.A. which provides sound returns within a responsible finance framework.

IFI 07. Contributing to promotion of RI in inclusive finance

07.1. Indicate if you contributed to the promotion of responsible investment in inclusive finance in the reporting year, beyond investment manager selection, appointment, monitoring and reporting.

Yes

07.2. Describe what actions you have taken and if these are delivered via a separate entity.

Distribution of Blue Orchard Microfinance Fund

Participation at several conferences on microfinance and inclusive finance.

Active promotion of values based investing including performance, risk and impact parameters.

07.3. Additional information.

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