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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. 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]

  • 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. 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)

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

進捗状況

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/

主要パフォーマンス指標(KPI)

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

進捗状況

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/

主要パフォーマンス指標(KPI)

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

進捗状況

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/

主要パフォーマンス指標(KPI)

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

進捗状況

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/

主要パフォーマンス指標(KPI)

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

進捗状況

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/

投資に係る財務業績

主要パフォーマンス指標(KPI)

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

進捗状況

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/

投資のESG特性

主要パフォーマンス指標(KPI)

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

進捗状況

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

主要パフォーマンス指標(KPI)

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

進捗状況

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.

 

主要パフォーマンス指標(KPI)

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

進捗状況

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/

その他の活動

主要パフォーマンス指標(KPI)

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

進捗状況

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/

主要パフォーマンス指標(KPI)

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

進捗状況

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/

主要パフォーマンス指標(KPI)

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

進捗状況

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/

主要パフォーマンス指標(KPI)

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

進捗状況

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. 補足情報。 [任意]


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