This report shows public data only. Is this your organisation? If so, login here to view your full report.

de Pury Pictet Turrettini & Cie

PRI reporting framework 2017

You are in Strategy and Governance » Objectives and strategies

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]

  • Annual reporting on the engagement process with portfolio companies
  • Annual setting of objectives regardind the growth in AuM of the firm's engagement funds.
  • Annual meeting with portfolio managers and Engagement Team to review process

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

          Internal and external training on the relevance of engagement for a more accurate and fine-tune integration of ESG aspects into the investment process.
        

Progress achieved

Yes - Methodology described and participation to multiple conferences

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

Key performance indicator

          Internal and external training on the relevance of engagement for a more accurate and fine-tune integration of ESG aspects into the investment process.
        

Progress achieved

Yes - Methodology described and participation to multiple conferences

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

Key performance indicator

          Transparent description of the applied Buy & Care methodology within the performance report
        

Progress achieved

Yes - Methodology described and participation to multiple conferences and event (internal and external).

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

Key performance indicator

          Promotion of engagement as part of the investment process rather than a overlay instrument.
        

Progress achieved

Yes - Methodology described and participation to multiple conferences and events (internal and external).

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

Key performance indicator

          Transparent description of the applied Buy & Care methodology and the integration process and impact within the performance report.
        

Progress achieved

Yes - Methodology described and participation to multiple conferences and event (internal and external).

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

Financial performance of investments

Key performance indicator

          Promotion of ESG integration, transparent description of our inhouse Buy & Care methodology and reporting on the financial and ESG impacts within the performance report.
        

Progress achieved

Yes - Methodology described and participation to multiple conferences and event (internal and external).

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

ESG characteristics of investments

Key performance indicator

          We do not believe in formal quantitative undeweighting or overweighting - ESG is an integral part of the investment d├ęcisions.
        

Progress achieved

The stronger the convictions, the higher the investments, but no formal underweighting or overweighting is applied.

Key performance indicator

          Improve the risk/reward profile of portfolios based on integration of ESG parameters. ,
        

Progress achieved

As many studies suggest, the ESG ratings of aggregated portfolios are only giving a limited side of the overall ESG picture. We  prefer to focus on an engagement strategy aimed at generating progress and improving the future issues instead.

 

Key performance indicator

          We manage carbon risks but favor to be remunerated for these carbon risks and engage with the companies rather than simply divest.
        

Progress achieved

We are well informed on the stranded asset issues as well as on the energy transition. We manage these risks and opportunities but prefer to focus on future trends and improvements rathen than on past performance. We therefore do not set ourselves any formal carbon reduction targets but clearly engage with the companies to make sure these risks/opportunities are well managed.

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

Other activities

Key performance indicator

          Participation/organisation of conferences and events or RI.
Participation to investor led RI initiatives
Collaborative engagement initiatives
        

Progress achieved

Yes

We play an active role in several RI organisations as member or active participants: Sustainable Finance Geneva, Swiss Sustiainable Finance, etc.

We organise conferences on RI and participate to several event promoting RI.

We regularly support collaborative engagement initiatives

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

Key performance indicator

          Participation/organisation of conferences and events or RI.
Participation to investor led RI initiatives
Collaborative engagement initiatives
        

Progress achieved

Yes

We play an active role in several RI organisations as member or active participants: Sustainable Finance Geneva, Swiss Sustiainable Finance, etc.

We organise conferences on RI and participate to several event promoting RI.

We regularly support collaborative engagement initiatives

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

Key performance indicator

          Transparent description of the applied Buy & Care methodology within the performance report and reporting of case studies
        

Progress achieved

Performance report pulished with impact of engagement and case studies.

The reverse page of our quarterly factsheets include case studies of our engagement activities.

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

Key performance indicator

          Transparent description of the applied Buy & Care methodology within the performance report and reporting of case studies
        

Progress achieved

Performance report pulished with impact of engagement and case studies.

The reverse page of our quarterly factsheets include case studies of our engagement activities.

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

06.2. Additional information.


Top