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de Pury Pictet Turrettini & Cie

PRI reporting framework 2018

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You are in Direct - Listed Equity Active Ownership » Engagement » Process » Process for engagements conducted with/on your behalf by service providers

Process for engagements conducted with/on your behalf by service providers

LEA 07. Role in engagement process

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

07.1. Indicate if you play a role in the engagement process that your service provider conducts on your behalf.

07.2. Indicate the role(s) you play in engagements that your service provider conducts on your behalf.

07.3. Additional information. [Optional]

By engagins with companies we strengthen our understanding and fundamental analysis of the companies. Our managers’ assessments of the risks and sustainability of the companies’ business models are sharpened, and their investment convictions are more solidly based. With time, the markets perceive and reward the uptrend in the companies’ quality and this is reflected in the value of our investments.

Our visits and discussions enhance our ability to evaluate the consistency between a company’s words and its concrete actions. Lastly, the high-quality companies thus identified must still present attractive potential for gains in the medium and long term.

The joint presence of the engagement experts and the portfolio managers, which is unique in the responsible-funds universe, is particularly appreciated by companies. As a result, 85 per cent of the companies maintain a regular dialogue with us. This integration of different skills enables us to fine-tune the discussion according to the company’s specific business model and the financial materiality of its ESG issues.

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


LEA 08. Monitor / discuss service provider information

08.1. Do you monitor and review the outcomes of the engagement activities undertaken by your service providers on your behalf?

Please select all that apply

08.2. Additional information. [Optional]

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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