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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 » Implementation processes » (A) Implementation: Screening

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)


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