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Trusteam Finance

PRI reporting framework 2020

You are in Strategy and Governance » Promoting responsible investment

Promoting responsible investment

SG 09. Collaborative organisations / initiatives

09.1. Select the collaborative organisation and/or initiatives of which your organisation is a member or in which it participated during the reporting year, and the role you played.

Select all that apply

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Lead Investor to 2 companies, presented case studies in plenary cessions

          AFG - Commission IR
        

Your organisation’s role in the initiative during the reporting year (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Member of the board of the commission + chair of two working groups, including one dedicated to coal

https://www.afg.asso.fr/wp-content/uploads/2020/03/afg-guide-to-developing-a-coal-strategy-for-amc-2020-03.pdf


SG 09.2. Assets managed by PRI signatories (Not Applicable)


SG 10. Promoting RI independently

10.1. Indicate if your organisation promotes responsible investment, independently of collaborative initiatives.

10.2. Indicate the actions your organisation has taken to promote responsible investment independently of collaborative initiatives. Provide a description of your role in contributing to the objectives of the selected action and the typical frequency of your participation/contribution.

Description

          Lunch and SRI presentation for customers
        

Frequency of contribution

Description

          Working group on "Le Label ISR" and "Coal Strategy"
        

Frequency of contribution

Description

          Customer conventions, TV and radio shows
        

Frequency of contribution

Description

          "Lettre de la satisfaction client", "Livre blanc ISR"
        

Frequency of contribution

Description

          Articles published in specialized Newspapers in France  (Club Patrimoine, H24, Le revenu) and Italy (Funds people)
        

Frequency of contribution

Description

          AFG - Commission ISR
        

Frequency of contribution

10.3. Describe any additional actions and initiatives that your organisation has taken part in during the reporting year to promote responsible investment [Optional]


SG 11. Dialogue with public policy makers or standard setters (Private)


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