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PRI reporting framework 2017

You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities

ESG incorporation in actively managed listed equities

Implementation processes

LEI 03. Percentage of each incorporation strategy

New selection options have been added to this indicator. Please review your prefilled responses carefully.

03.1. Indicate (1) which ESG incorporation strategy and/or combination of strategies you apply to your actively managed listed equities and (2) the breakdown of your actively managed listed equities by strategy or combination of strategies (+/- 5%)

ESG incorporation strategy (select all that apply)

Percentage of active listed equity to which the strategy is applied (+/- 5%)
100 %
Total actively managed listed equities 200%

03.2. Describe your organisation’s approach to incorporation and the reasons for choosing the particular ESG incorporation strategy/strategies.

Trecento AM's investment strategy is actually based on thematic funds. Independantly from an ESG strategy, it is Trecento's will is to invest on specific markets, to develop its staff expertise on choosen fields. Hence, since its creation in 2011, Trecento AM has lauched two thematic founds that are invested on the healthcare field and in robotic companies. 

The choice of this two specialties came from Trecento's will to invest in innovation and disruptive technologies that will modify and improve our way of living, consuming, producing, and even healing ourselves. 

Moreover, to turn an investment opportunity into an investee company, Trecento AM's investment strategy and decision-making process include an analysis of ESG policy of the studied company.

Please refer to section SG 1 for further information regarding the incorporation of ESG factors into Trecento Asset Management's investment policy. 

03.3. Where assets are managed using a combination of ESG incorporation strategies, briefly describe how these combinations are used. [Optional]

LEI 04. Type of ESG information used in investment decision (Not Completed)

LEI 05. Information from engagement and/or voting used in investment decision-making (Not Completed)

(A) Implementation: Screening

LEI 06. Types of screening applied

06.1. Indicate and describe the type of screening you apply to your internally managed active listed equities.

Type of screening

Screened by


Trecento policy regarding sector and geographic region are summarized in the Best Pratices Policy, or even in the Fight against money Laundering Policy, each updated annually by the RCCI. 

Screened by


Trecento AM's doesn't not invest in any firms which woud have been sentenced due to its practices towards Human Rights, corruption, money laundering, etc. 

06.2. Describe how the screening criteria are established, how often the criteria are reviewed and how you notify clients and/or beneficiaries when changes are made.

The screening criteria are described and established in the investment policy due to international norms and guidelines and best practices policy. 

However, Trecento AM is a developing company. It is still building its ESG strategy and had formalised an agenda in order to improve and develop its incorporation of ESG factors during :

  • the analysis of an investment opportunity, 
  • the decision-making process regarding an investment opportunity, 
  • the follow-up of its investee company, 
  • the use of its voting right 
  • the investment legal terms 

All changes made in our investment policy will be notified on our website. 

LEI 07. Processes to ensure screening is based on robust analysis

07.1. Indicate which processes your organisation uses to ensure screening is based on robust analysis.

07.2. Additional information. [Optional]

LEI 08. Processes to ensure fund criteria are not breached (Not Completed)

(B) Implementation: Thematic

LEI 09. Types of sustainability thematic funds/mandates

09.1. Indicate the type of sustainability thematic funds or mandates your organisation manages.

09.2. Describe your organisation’s processes for sustainability themed funds. [Optional]