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de Pury Pictet Turrettini & Cie

PRI reporting framework 2020

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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 select 1 to 3 out of 9 ESG material topics for all companies we engaged with. The final decision as to the maximum three most material topics is made by the portfolio manager, considering the company’s business model and its development strategy.
Describe We select 1 to 3 out of 9 ESG material topics for all companies we engaged with. The final decision as to the maximum three most material topics is made by the portfolio manager, considering the company’s business model and its development strategy.

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]

Values Based Investing at PPT integrates ESG Impact together with traditional Risk and Performance considerations. 


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

The engagement process is a robust, comprehensive methodology designed to assess and benchmark a company’s preparedness to address its most material sustainability topics. Preparedness is assessed according to five criteria that draw heavily on the UN Guiding Principles, particularly the operational principles of policy commitment and human-rights due diligence. The five criteria are: materiality; commitment and strategy; objectives and actions; indicators and monitoring; and achievements. These criteria are used to identify gaps in the company’s preparedness to address its most material issues.

Describe

An assessment summary report is sent to each company’s highest executive and operational bodies. It aims to redirect their attention to their company’s strengths and weaknesses and not on abstract scores or ratings. We focus on the main sustainability gaps and improvement suggestions that we want to address directly with the company. The assessment report thus stimulates key company representatives to participate in a constructive dialogue with the engagement team and the portfolio managers.

Describe

At meetings with the companies, we insist on including representatives of both the investor relations and corporate social responsibility departments. By providing pragmatic help and advice and emphasizing the business case for sustainability, we first encourage the companies to better integrate their most material topics into their strategy and operations. 
 
Our assessment and through gap analysis give credibility to our recommendations, which are specific, tangible and easily implemented. According to the companies’ feedback, we are the only asset manager to conduct meetings that bring together the financial expertise of the portfolio managers and the sustainability expertise offered by the senior consultants of our external engagement team from BHP – Brugger & Partners.

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

It is the purpose of our Buy&Care investment strategy

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 (Private)


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
Exposure to carbon-related assets
          
        
          
        
          
        

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

Bottom-Up integration of all material risks.

In-depth assessment followed by direct engagement on all material topics.

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

Engagement for ESG integration is the Cadmos Funds’ overarching goal and their common denomi- nator. All our dialogues and engagement meetings are designed to motivate companies to increase the integration of the key material environmental, social and governance topics into their strategy and communication. We view this true integration of ESG factors into the heart of a company’s strategy and daily operations as the next major objective. To reach it, 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. The companies are often aware of their challenges or ready to consent to certain adjustments, particularly as these are proposed by a loyal investor and come with expert advice.


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


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