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Trusteam Finance

PRI reporting framework 2020

You are in Strategy and Governance » ESG issues in asset allocation

ESG issues in asset allocation

SG 13. ESG issues in strategic asset allocation

13.1. Indicate whether the organisation carries out scenario analysis and/or modelling, and if it does, provide a description of the scenario analysis (by asset class, sector, strategic asset allocation, etc.).

Describe We are using the 2°C Pathway initiative and the Transition Tool monitor to assess some scenario in our allocations

13.2. Indicate if your organisation considers ESG issues in strategic asset allocation and/or allocation of assets between sectors or geographic markets.

We do the following

13.3. Additional information. [OPTIONAL]


SG 13 CC.

13.4 CC. Describe how your organisation is using scenario analysis to manage climate-related risks and opportunities, including how the analysis has been interpreted, its results, and any future plans.

Describe

Avoid sector that are too risky (oil & gaz, commodity) 

Describe

Integrate risk (ex. carmakers) and opportunities (ex. renovation in Building materials) in investment thesis

Describe

Be aware of the risk/opportunities related to companies in portfolio and engage with them, mainly through Climate Action 100+

13.5 CC. Indicate who uses this analysis.

13.6 CC. Indicate whether your organisation has evaluated the potential impact of climate-related risks, beyond the investment time horizon, on its investment strategy.

Describe

We are very little exposed to most problematic sector (Oil & gaz, Coal, commodities...). We have prefered to exclude them and stayout of potential too high impacts.

13.7 CC. Indicate whether a range of climate scenarios is used.

13.8 CC. Indicate the climate scenarios your organisation uses.

Provider
Scenario used
IEA
IEA
IEA
IEA
IEA
IRENA
Greenpeace
Institute for Sustainable Development
Bloomberg
IPCC
IPCC
IPCC
IPCC
Other
Other
Other

SG 14. Long term investment risks and opportunity

14.1. Some investment risks and opportunities arise as a result of long term trends. Indicate which of the following are considered.

other description (1)

          Customer Centricity
        

14.2. Indicate which of the following activities you have undertaken to respond to climate change risk and opportunity

Specify the AUM invested in low carbon and climate resilient portfolios, funds, strategies or asset classes.

Total AUM
trillions billions millions thousands hundreds
Currency
Assets in USD
trillions billions millions thousands hundreds

Specify the framework or taxonomy used.

Low carbon investment thanks to our ROC Investment Process

14.3. Indicate which of the following tools the organisation uses to manage climate-related risks and opportunities.

14.4. If you selected disclosure on emissions risks, list any specific climate related disclosure tools or frameworks that you used.

TCFD, SBTI, Net Zero engagement

14.5. Additional information [Optional]


SG 14 CC.

14.6 CC. Provide further details on the key metric(s) used to assess climate-related risks and opportunities.

Metric Type
Coverage
Purpose
Metric Unit
Metric Methodology
Climate-related targets
          Monitor that engagement taken by companies go beyond words, are measurable and opposable
        
          Paris aligned targets (ex. CO2 reduction)
        
          SBTI
        
Weighted average carbon intensity
          Aggregated in portfolio mesaure
        
          CO2/m€ of sales
        
          http://www.trusteam.fr/fileadmin/user_upload/Documents_fonds/Documents_ROC/Rapport_Mesure_d_impact_T3_2017_Fonds_actions.pdf
        
Carbon footprint (scope 1 and 2)
          Aggregated in portfolio mesaure
        
          
        
          http://www.trusteam.fr/fileadmin/user_upload/Documents_fonds/Documents_ROC/Rapport_Mesure_d_impact_T3_2017_Fonds_actions.pdf
        
Portfolio carbon footprint
          Aggregated in portfolio mesaure
        
          
        
          http://www.trusteam.fr/fileadmin/user_upload/Documents_fonds/Documents_ROC/Rapport_Mesure_d_impact_T3_2017_Fonds_actions.pdf
        
Total carbon emissions
          Aggregated in portfolio mesaure
        
          
        
          http://www.trusteam.fr/fileadmin/user_upload/Documents_fonds/Documents_ROC/Rapport_Mesure_d_impact_T3_2017_Fonds_actions.pdf
        
Carbon intensity
          Aggregated in portfolio mesaure
        
          
        
          http://www.trusteam.fr/fileadmin/user_upload/Documents_fonds/Documents_ROC/Rapport_Mesure_d_impact_T3_2017_Fonds_actions.pdf
        
Exposure to carbon-related assets
          Transparency for fund holder
        
          
        
          http://www.trusteam.fr/fileadmin/user_upload/Documents_Mentions_legales/Rapport_Article_173_FR.pdf
        

14.7 CC. Describe in further detail the key targets.

Target type
Baseline year
Target year
Description
Attachments
          
        
          
        
          
        

          
        
          
        
          
        

          
        
          
        
          
        

          
        
          
        
          
        

          
        
          
        
          
        

14.8 CC. Indicate whether climate-related risks are integrated into overall risk management and explain the risk management processes used for identifying, assessing and managing climate-related risks.

Please describe

For the company : As explained in our Reporting 173 (http://www.trusteam.fr/fileadmin/user_upload/Documents_Mentions_legales/Rapport_article_173_sdg__002_.pdf) and Code de transparence (http://www.trusteam.fr/fileadmin/user_upload/Documents_fonds/Documents_ROC/CODE_DE_TRANSPARENCE_v6.1.pdf), climate retated risk are included in our Annual Risk management plan

For our investment : climate related risk are inclued into our Company Watch risk assessment of our investments 

14.9 CC. Indicate whether your organisation, and/or external investment manager or service providers acting on your behalf, undertake active ownership activities to encourage TCFD adoption.

Please describe

We are member of the Climate 100+ coalition and lead on two companies. 


SG 15. Allocation of assets to environmental and social themed areas

15.1. Indicate if your organisation allocates assets to, or manages, funds based on specific environmental and social themed areas.

15.2. Indicate the percentage of your total AUM invested in environmental and social themed areas.

91 %

15.3. Specify which thematic area(s) you invest in, indicate the percentage of your AUM in the particular asset class and provide a brief description.

Area

          Customer Satisfaction
        

Asset class invested

33 Percentage of AUM (+/-5%) per asset class invested in the area
15 Percentage of AUM (+/-5%) per asset class invested in the area
49 Percentage of AUM (+/-5%) per asset class invested in the area

Brief description and measures of investment

We invest in leaders in Customer Centric companies according to our ROC (Return On Customer) Investment Process

15.4. Please attach any supporting information you wish to include. [OPTIONAL]



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