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de Pury Pictet Turrettini & Cie

PRI reporting framework 2020

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

アクティブ運用している上場株式におけるESGの組み入れ

実施プロセス

LEI 01. Percentage of each incorporation strategy

01.1. 以下を記載してください。(1)組織でのアクティブ運用上場株式にどのESG組み入れ戦略や組み合わせを使用しているか(2)アクティブ運用している上場株式の戦略または戦略の組み合わせ別内訳

ESG組み入れ戦略 (当てはまるものをすべてお選びください)
アクティブ運用される上場株式に戦略が適用される割合 (推定 +/- 5%)
4 %
アクティブ運用される上場株式に戦略が適用される割合 (推定 +/- 5%)
96 %
アクティブ運用している上場株式の合計 100%

01.2. 組織が実施しているESG組み入れアプローチ、および、特定のESG組み入れ戦略を選択している場合はその理由を説明してください。

We run specific thematic funds (EIC Renewable Energy) or WFIV Secular Trends based on aging population, obesity health & wellness, water and energy efficiency).

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/

Here are some of the key features of the Buy & Care Investment strategy:

  • Tangible impactc and ESG Integration through an active engagement strategy

  • Direct involvement of the portfolio managers to the engagement process

  • Expert driven engagemetn process in cooperation with external experts (BHP - Brugger & Partners, PeaceNexus Foundation, Kois Invest, Kite Global Advisers, KiKLab, etc)

  • Limited constraints to portfolio construction

  • Focus on fundamental value drivers

01.3. ESG組み入れ戦略の組み合わせを使用して資産を運用している場合、ESG戦略の組み合わせをどのように使用しているかを簡単に説明してください。 [任意]

Since 2003, the EIC Energy Funds address the opportunities linked to the energy transition.

Since 2006, Cadmos has succeeded in simultaneously delivering financial performance and tangible impact. It has done so by engaging with the portfolio companies and helping them to integrate their most material environmental, social and governance (ESG) topics into their corporate strategy. The Cadmos performance and impact report shows that all the Cadmos Funds have outperformed their benchmarks since 2006 and that in 170 cases, companies have implemented our progress recommendations.

The portfolio managers’ participation in the engagement meetings together with our sustainability experts who together formulate progress recommendations remains Cadmos’ unique selling prop- osition. Through this dialogue, the portfolio managers obtain a deeper insight into the sustaina- bility of each company’s business model while creating additional social impacts potentially contributing to the 17 UN Sustainable Development Goals (SDG’s).

Our engagement goes well beyond simple dialogue with the company’s management. Each year we make clear progress recommendations and provide a thorough analysis of the gaps in the reporting.

Since 2017, the WFIV Secluar Trends Fund is investing in the opportunities linked to the next industrial revolution.

 


LEI 02. Type of ESG information used in investment decision (Private)


LEI 03. Information from engagement and/or voting used in investment decision-making (Private)


A) 実施:スクリーニング

LEI 04. Types of screening applied

04.1. 組織内でアクティブ運用している上場株式に適用するスクリーニングの種類を記載し、説明してください。

スクリーニングの種類

スクリーニング実行者

説明

Mainly tobacco and armament except for additional client specific criteria.

The Cadmos Peace Investment Fund relies on a specifc classification "PeaceBuilding Business Index" developed by the PeaceNexus Foundation. It selects only the companies which are active in fragile states and which have preferably a high net positive peacebuilding impact.

04.2. スクリーニング基準が変更された場合に顧客や受益者に通知する方法について説明してください。

Our portfolios are concentrated and with a limited turnover. We can therfore assess any changes on a continuous basis. We however focus on positive impacts achieved through an active engagement strategy.

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/

Since 2006, Cadmos has succeeded in simultaneously delivering financial performance and tangible impact. It has done so by engaging with the portfolio companies and helping them to integrate their most material environmental, social and governance (ESG) topics into their corporate strategy. The Cadmos performance and impact report shows that all the Cadmos Funds have outperformed their benchmarks since 2006 and that in 170 cases, companies have implemented our progress recommendations.

The portfolio managers’ participation in the engagement meetings together with our sustainability experts who together formulate progress recommendations remains Cadmos’ unique selling prop- osition. Through this dialogue, the portfolio managers obtain a deeper insight into the sustaina- bility of each company’s business model while creating additional social impacts potentially contributing to the 17 UN Sustainable Development Goals (SDG’s).

Our engagement goes well beyond simple dialogue with the company’s management. Each year we make clear progress recommendations and provide a thorough analysis of the gaps in the reporting.


LEI 05. Processes to ensure screening is based on robust analysis

05.1. スクリーニングが徹底した分析に基づいていることを確実にするために、組織が使用しているプロセスを選択してください。

05.2. ESGスクリーニング戦略の一環で包括的なESG調査の対象となるアクティブ上場株式ポートフォリオの割合を示してください。

05.4. 組織のESGスクリーニングを構築するための組織内リサーチを精査する頻度を示してください。

05.5. 補足情報 [任意]

Our portfolios are concentrated and with a limited turnover. We can therfore assess any changes on a continuous basis. We however focus on positive impacts achieved through an active engagement strategy.

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/

Since 2006, Cadmos has succeeded in simultaneously delivering financial performance and tangible impact. It has done so by engaging with the portfolio companies and helping them to integrate their most material environmental, social and governance (ESG) topics into their corporate strategy. The Cadmos performance and impact report shows that all the Cadmos Funds have outperformed their benchmarks since 2006 and that in 170 cases, companies have implemented our progress recommendations.

The portfolio managers’ participation in the engagement meetings together with our sustainability experts who together formulate progress recommendations remains Cadmos’ unique selling prop- osition. Through this dialogue, the portfolio managers obtain a deeper insight into the sustaina- bility of each company’s business model while creating additional social impacts potentially contributing to the 17 UN Sustainable Development Goals (SDG’s).

Our engagement goes well beyond simple dialogue with the company’s management. Each year we make clear progress recommendations and provide a thorough analysis of the gaps in the reporting.


LEI 06. Processes to ensure fund criteria are not breached (Private)


B) 実施:テーマ

LEI 07. Types of sustainability thematic funds/mandates

07.1. 組織が運用している、サステナビリティをテーマとするファンドやマンデートの種類を記載してください。

07.2. 組織でのサステナビリティをテーマとしたファンドのプロセスについて説明してください。 [任意]

EIC Renewable Energy Fund (climate change, renewable energy, energy transition, etc.)

EIC - Energy Infrastructure Fund (climate change, renewable energy, energy transition, etc.)

Cadmos Engagement Funds (assessment of all material ESG topics and engagement)

WFIV Secular Trends Fund including aging population, health & wellness, energy efficiency and water.


C) 実施: 統合

LEI 08. Review ESG issues while researching companies/sectors

08.1. E・S・Gの各要因が投資分析の一環として体系的に調査されている、アクティブ運用の上場株式ポートフォリオの割合を記載してください。

ESG問題

影響を受ける割合
E(環境)

E(環境)

S(社会)

S(社会)

コーポレートガバナンス

コーポレートガバナンス

08.2. 補足情報 [任意]

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/

Since 2006, Cadmos has succeeded in simultaneously delivering financial performance and tangible impact. It has done so by engaging with the portfolio companies and helping them to integrate their most material environmental, social and governance (ESG) topics into their corporate strategy. The Cadmos performance and impact report shows that all the Cadmos Funds have outperformed their benchmarks since 2006 and that in 170 cases, companies have implemented our progress recommendations.

The portfolio managers’ participation in the engagement meetings together with our sustainability experts who together formulate progress recommendations remains Cadmos’ unique selling prop- osition. Through this dialogue, the portfolio managers obtain a deeper insight into the sustaina- bility of each company’s business model while creating additional social impacts potentially contributing to the 17 UN Sustainable Development Goals (SDG’s).

Our engagement goes well beyond simple dialogue with the company’s management. Each year we make clear progress recommendations and provide a thorough analysis of the gaps in the reporting.

 


LEI 09. Processes to ensure integration is based on robust analysis

09.1. ESG統合が徹底した分析に基づいていることを確実にするために、組織が使用しているプロセスを記載してください。

09.2. 組織の統合戦略の一環で包括的ESG調査の対象になるアクティブ運用上場株式の割合を記載してください。

09.3. ESG統合戦略に使われる第三者のESG評価が更新される頻度を示してください。

09.4. ESG統合戦略に使われる組織内調査を見直す頻度を示してください。

09.5. ポートフォリオ・マネージャーがどのようにしてESG情報を保有し、使っているのか説明してください。

          The portfolio managers participate actively and systematically to all engagement briefings. We believe this is the best way to integrate ESG into their valuation models.
        

09.6. 補足情報 [任意]

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/

Since 2006, Cadmos has succeeded in simultaneously delivering financial performance and tangible impact. It has done so by engaging with the portfolio companies and helping them to integrate their most material environmental, social and governance (ESG) topics into their corporate strategy. The Cadmos performance and impact report shows that all the Cadmos Funds have outperformed their benchmarks since 2006 and that in 170 cases, companies have implemented our progress recommendations.

The portfolio managers’ participation in the engagement meetings together with our sustainability experts who together formulate progress recommendations remains Cadmos’ unique selling prop- osition. Through this dialogue, the portfolio managers obtain a deeper insight into the sustaina- bility of each company’s business model while creating additional social impacts potentially contributing to the 17 UN Sustainable Development Goals (SDG’s).

Our engagement goes well beyond simple dialogue with the company’s management. Each year we make clear progress recommendations and provide a thorough analysis of the gaps in the reporting.


LEI 10. Aspects of analysis ESG information is integrated into (Private)


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