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de Pury Pictet Turrettini & Cie

PRI reporting framework 2020

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Peering questions

OO LE 01. Breakdown of listed equity investments by passive and active strategies

LE 01.1. Provide a breakdown of your internally managed listed equities by passive, active - quantitative (quant), active - fundamental and active - other strategies.

Percentage of internally managed listed equities
0 Passive
0 Active - quantitative (quant)
100 Active - fundamental and active - other
Total 100%

LE 01.2. Additional information. [Optional]

The Funds managed and promoted by PPT all aim to benefit from the transition into the next industrial revolution. 

We have developed a proprietary ESG investment strategy called "Buy & Care" applied to our Cadmos F

The Buy & Care investment strategy, applied since 2006, is a cyclical process designed by PPT to better integrate the financially material sustainability factors. Through active ownership and direct engagement with companies, we can better select tomorrow’s winners and improve our portfolios’ risk-reward-impact profile
https://www.ppt.ch/buycare/

Moreover, through our EIC investment products we offer investors access to our unique expertise in identifying and capitalizing on structural shifts in the energy sector. Over the past 15 years we have been part of the energy transition and have been able to produce substantial alpha returns.

Please refer to the EIC Funds: https://www.ppt.ch/en/eic_funds/

Finally, we also manage a "Secular Trend" fund which identified 8 global secular themes to define our investment universe. We expect major fundamental transformations over the next decade driven by technological disruption, demographic changes and climate change. 

https://ppt.ch/en/seculartrends/


OO LE 02. Reporting on strategies that are <10% of actively managed listed equities (Not Applicable)


OO FI 01. Breakdown of fixed income investments by passive and active strategies

FI 01.1. Provide a breakdown of your internally managed fixed income securities by active and passive strategies

SSA
0 Passive
0 Active - quantitative (quant)
100 Active - fundamental and active - other
Total 100%
Corporate (financial)
0 Passive
0 Active - quantitative (quant)
100 Active - fundamental and active - other
Total 100%
Corporate (non-financial)
0 Passive
0 Active - quantitative (quant)
100 Active - fundamental and active - other
Total 100%

FI 01.2. Additional information. [Optional]


OO FI 02. Reporting on strategies that are <10% of actively managed fixed income (Not Applicable)


OO FI 03. Fixed income breakdown by market and credit quality

Update: this indicator has changed from "Mandatory to report, voluntary to disclose" to "Mandatory". Your response to this indicator will be published in the Public Transparency Report. This change is to enable improved analysis and peering.

FI 03.1. Indicate the approximate (+/- 5%) breakdown of your SSA investments, by developed markets and emerging markets.

SSA
99 Developed markets
1 Emerging markets
Total 100%
Indicate the approximate (+/- 5%) breakdown of your corporate and securitised investments by investment grade or high-yield securities.
Type
Investment grade (+/- 5%)
High-yield (+/- 5%)
Total internally managed
Corporate (financial)
100%
Corporate (non-financial)
100%

FI 03.3. Additional information. [Optional]

If you are invested in private debt and reporting on ratings is not relevant for you, please indicate below


OO SAM 01. Breakdown of externally managed investments by passive and active strategies (Private)


OO PE 01. Breakdown of private equity investments by strategy (Not Applicable)


OO PE 02. Typical level of ownership in private equity investments (Not Applicable)


OO PR 01. Breakdown of property investments (Not Applicable)


OO PR 02. Breakdown of property assets by management (Not Applicable)


OO PR 03. Largest property types (Not Applicable)


OO INF 01. Breakdown of infrastructure investments (Not Applicable)


OO INF 02. Breakdown of infrastructure assets by management (Not Applicable)


OO INF 03. Largest infrastructure sectors (Not Applicable)


OO HF 01. Breakdown of hedge funds investments by strategies (Not Applicable)


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