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de Pury Pictet Turrettini & Cie

PRI reporting framework 2017

You are in Direct - Listed Equity Active Ownership » Engagement » Outputs and outcomes

Outputs and outcomes

LEA 11. Number of companies engaged with, intensity of engagement and effort

11.1. 報告年度に貴社がエンゲージメントを行った上場株式ポートフォリオの数を明示してください。

エンゲージメントを行った企業の数
割合(5%刻み)
この割合の計算基準を明記してください

 

 

単独/貴社内のスタッフのエンゲージメント

0 Number of companies engaged
0 Proportion (to the nearest 5%)

Specify the basis on which this percentage is calculated

 

 

協働的なエンゲージメント

1
2 Proportion (to the nearest 5%)

Specify the basis on which this percentage is calculated

 

 

サービスプロバイダーのエンゲージメント

82
98 Proportion (to the nearest 5%)

Specify the basis on which this percentage is calculated

11.2. ESG問題に関連して報告年度中に企業と複数かつ現実的で詳細にわたる議論ややりとりを行ったエンゲージメントの割合を記載してください。

エンゲージメントの種類
総合的なエンゲージメントの割合(%)

 

 

単独/貴社内のスタッフのエンゲージメント

 

 

協働的なエンゲージメント

 

 

サービスプロバイダーのエンゲージメント

11.3. 報告期間の協働的なエンゲージメントの中で、貴社が主導したエンゲージメントの割合を記載してください。 [任意]

エンゲージメントの種類
主導的役割を果たした割合(%)

 

 

協働的なエンゲージメント

11.4. 報告年度のサービスプロバイダーのエンゲージメントの中で、貴社が深く関与した割合を記載してください。[任意]

エンゲージメントの種類

深く関与した割合(%)

 

 

サービスプロバイダーのエンゲージメント

11.5. 補足情報。[任意]

Our portfolio managers participate actively to all our engagement meetings and briefings together with our dedicated external service provider. This is a key differentiating and success factor for our truly integrated approach and we regret that it is not sufficiently taken into account in this questionnaire.

We have developed a proprietary ESG investment strategy called "Buy & Care".

Please refer to the methodology and results as described within our integrated performance reports:
https://www.ppt.ch/buycare/


LEA 12. Engagement methods

12.1. 貴社のエンゲージメントが以下のどの項目を含むか明示してください。

12.2. 補足情報 [任意]

We have developed a proprietary ESG investment strategy called "Buy & Care".

Please refer to the methodology and results as described within our integrated performance reports:
https://www.ppt.ch/buycare/

 


LEA 13. Engagements on E, S and/or G issues (Not Applicable)


LEA 14. Companies changing practices / behaviour following engagement

14.1. 報告年度に貴社や貴社のサービスプロバイダーのエンゲージメント活動を受けて、企業が実務を変更した、または実務を変更するように正式に約束した事例件数を追跡しているかどうか明示してください。

14.2. 報告年度に貴社や貴社のサービスプロバイダーのエンゲージメント活動を受けて、実務を変更した、または実務を変更するように正式に約束した企業の数を記載してください。

変更する、または変更する約束をしている企業の数

単独/貴社内のスタッフのエンゲージメント

協働的なエンゲージメント

サービスプロバイダーによるエンゲージメント
49

14.3. 補足情報。

We have developed a proprietary ESG investment strategy called "Buy & Care".

Please refer to the methodology and results as described within our integrated performance reports:
https://www.ppt.ch/buycare/


LEA 15. Examples of ESG engagements

15.1. 報告年度に貴社または貴社のサービスプロバイダーが実行したエンゲージメントの事例を挙げてください。

トピックまたはESG問題
          Weaknesses observed on the 10 principles of the Global Compact - Communication on Progress
        
実行者
目標

Generate improvements on the issues linked to the 10 principles of the Global Compact

対象範囲およびプロセス

We first make an assessement of the company on the quality of the ESG publicatilon and on its comprehensiveness.

The results are sent to the company management

A briefing/meeting is organized to discuss the SWOT or our analysis. We give examples of best practices and areas with potential of progress which we monitor year on year.

結果

Our engagement with "Company" stays consistently constructive and positive over the years and we saw improvement, particularly on Environmental principles and anti-corruption.
"Company" included four participants with different functions to the conference call which showed a genuine interest into our discussion and the fact that the company is taking our suggestions very seriously.

トピックまたはESG問題
          Weaknesses observed on the 10 principles of the Global Compact - Communication on Progress
        
実行者
目標

Generate improvements on the issues linked to the 10 principles of the Global Compact

対象範囲およびプロセス

We first make an assessement of the company on the quality of the ESG publicatilon and on its comprehensiveness.

The results are sent to the company management

A briefing/meeting is organized to discuss the SWOT or our analysis. We give examples of best practices and areas with potential of progress which we monitor year on year.

結果

This is the second discussion since the company’s entrance in the portfolio and globally the company does more than what it communicates.
Even though there has been progress since the first exchange and the representatives are aware of the growing requests from the rating agencies, we will be keen to meet the company again to evaluate the new steps achieved within next year.

トピックまたはESG問題
          Weaknesses observed on the 10 principles of the Global Compact - Communication on Progress
        
実行者
目標

Generate improvements on the issues linked to the 10 principles of the Global Compact

対象範囲およびプロセス

We first make an assessement of the company on the quality of the ESG publicatilon and on its comprehensiveness.

The results are sent to the company management

A briefing/meeting is organized to discuss the SWOT or our analysis. We give examples of best practices and areas with potential of progress which we monitor year on year.

結果

At the last interaction with the company we strongly suggested publishing those policy documents to which "Company" was explicitly referring in its disclosure, in particular the EHS guideline.
In 2016, based on this recommendation the company has released both, its “Commitment to Environment, Health and Safety” as well as its “Position Statement on the Convention on Biological Diversity”. Further, the suggestion to critically review the outdated code of conduct (CoC) was taken up: "Comapny" has launched internally a new business CoC accompanied by a series of webinars for the top 200 managers who have the task to introduce it within their sphere of responsibility. Internally, a discussion is taking place if the new Business CoC (or at least the main elements) shall be published or not which is strongly recommended by GET. In near time, the Responsible Sourcing Policy will be published complementing the existing Vendor Principles of Business Conduct which covers mainly qualitative aspects required from suppliers.

トピックまたはESG問題
          Weaknesses observed on the 10 principles of the Global Compact - Communication on Progress
        
実行者
目標

Generate improvements on the issues linked to the 10 principles of the Global Compact

対象範囲およびプロセス

We first make an assessement of the company on the quality of the ESG publicatilon and on its comprehensiveness.

The results are sent to the company management

A briefing/meeting is organized to discuss the SWOT or our analysis. We give examples of best practices and areas with potential of progress which we monitor year on year.

結果

Last year’s recommendations of the engagement team haven’t been taken up so far, several advancements are announced which will go in the right direction. 
Among others, in 2017 a comprehensive materiality analysis similar to the initial exercise in 2014 will take place.
In the course of this review the presentation of the material issues and related measures will also be revised.
Our suggestion to better explain internal procedures and responsibilities required to assure employees’ adherence to the standards of integrity of "Company" is well received and the Senior Manager of Corporate Responsibility Reporting is announcing to follow-up on this valuable feedback.

トピックまたはESG問題
          Weaknesses observed on the 10 principles of the Global Compact - Communication on Progress
        
実行者
目標

Generate improvements on the issues linked to the 10 principles of the Global Compact

対象範囲およびプロセス

We first make an assessement of the company on the quality of the ESG publicatilon and on its comprehensiveness.

The results are sent to the company management

A briefing/meeting is organized to discuss the SWOT or our analysis. We give examples of best practices and areas with potential of progress which we monitor year on year.

結果

This year’s briefing is again characterized by a very open and constructive dialogue between the representatives of  "Company" and the Cadmos team.
Questions are frankly and competently answered, suggestions positively received. In the previous briefings it was suggested to either validate the sustainability
reporting by a third party or preferably to introduce a formal stakeholder panel. Such a panel of external experts representing different stakeholder
views and expectation would help "Company" to continuously review its material issues and simultaneously to validate related measures.
This proposal was taken-up by the executive management and Head Corporate Communications & Investor Relations got the task to form and operationalize a Sustainability Advisory Council in the current year.
The kick-off took place on 12-09-2016 and we were invited to participate. In June 2016, we was also participated in an interview arranged by "Company" aimed at identifying major weaknesses of company’s sustainability management.

トピックまたはESG問題
          Weaknesses observed on the 10 principles of the Global Compact - Communication on Progress
        
実行者
目標

Generate improvements on the issues linked to the 10 principles of the Global Compact

対象範囲およびプロセス

We first make an assessement of the company on the quality of the ESG publicatilon and on its comprehensiveness.

The results are sent to the company management

A briefing/meeting is organized to discuss the SWOT or our analysis. We give examples of best practices and areas with potential of progress which we monitor year on year.

結果

With six company representatives from Investors Relation and Sustainability Management the company proved its positive attitude towards
 stakeholder engagement and ambition to continuously improve its business practices. Again, the "Company" demonstrated a great interest
 in understanding the reasons of our assessment and posed definite, self-critical questions.
Recommendations were well perceived and additional asked questions which have been sent by email in the aftermath were timely and adequately answered.
Two recommendations made at the previous meeting have been taken-up: the old-fashioned Code of Conduct of 2009 has been fully revised. It is now signed by the CEO and is presented in an inspiring design. Further, at group level a compliance office has been formed in charge to assuring group wide adherence to internal codes and policies besides national laws and regulations.

トピックまたはESG問題
          
        
実行者
目標
対象範囲およびプロセス
結果

"Company" acknowledges in its extended COP our engagement as follows “We would like to acknowledge the analyst team at Guilé Foundation who in their annual benchmark of companies in their investment portfolio offer valuable suggestions for continued improvement of the Communication on Progress”.
The discussions with the 3 representatives of "Company", with the Vice President Global Triple Bottom Line Management for the 7th time, were again highly trust-based and of very constructive nature. The recommendations were well taken and some changes have been announced during the meeting such as that internal policy documents will be made publically available and UNGP reporting framework will be applied. Last year’s suggestion to better distinguish between policy documents and performance reporting was adopted in so far that the COP 2015 is more focused and contains more specific information on taken measures.

15.2. 補足情報。

We have developed a proprietary ESG investment strategy called "Buy & Care".

Please refer to the methodology and results as described within our integrated performance reports:
https://www.ppt.ch/buycare/


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