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de Pury Pictet Turrettini & Cie

PRI reporting framework 2020

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Organisational Overview
Basic information [OO 01 - 09] Asset class implementation gateway indicators [OO 10 - 12] Peering questions [OO LE 01 - HF 01]
Strategy and Governance
Investment policy [SG 01 - 04] Objectives and strategies [SG 05 - 06] Governance and human resources [SG 07 - 08] Promoting responsible investment [SG 09 - 11] Outsourcing to fiduciary managers and investment consultants [SG 12] ESG issues in asset allocation [SG 13 - 15] Asset class implementation not reported in other modules [SG 16 - 17] Innovation [SG 18] Communication [SG 19]
Indirect – Manager Selection, Appointment and Monitoring
Listed Equity and Fixed Income Strategies [SAM 01] Selection [SAM 02 - 03] Appointment [SAM 04] Monitoring [SAM 05 - 07] Outputs and outcomes [SAM 08 - 09]
Direct - Listed Equity Incorporation
ESG incorporation in actively managed listed equities [LEI 01 - 10] Implementation processes [LEI 01 - 10] (A) Implementation: Screening [LEI 04 - 06] (B) Implementation: Thematic [LEI 07] (C) Implementation: Integration of ESG factors [LEI 08 - 10] Outputs and outcomes [LEI 12 - 13]
Direct - Listed Equity Active Ownership
Overview [LEA 01] Engagement [LEA 02 - 08] Outputs and outcomes [LEA 09 - 11] (Proxy) voting and shareholder resolutions [LEA 12 - 21]
Direct - Fixed Income
ESG incorporation in actively managed fixed income [FI 01 - 12] Implementation processes [FI 01 - 03] (B) Implementation: Thematic [FI 07 - 09] (C) Implementation: Integration [FI 10 - 12] Fixed income - Engagement [FI 14 - 16] Outputs and outcomes [FI 17 - 18]
Indirect - Inclusive Finance
Context [IFI 01] Selection [IFI 02] Contractual agreements and mandate design [IFI 03] Investment manager monitoring and reporting [IFI 04 - 05] Disclosure [IFI 06 - 07]
Confidence building measures
Confidence building measures [CM1 01 - 07]
Export Public Responses
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You are in Strategy and Governance » Governance and human resources

ガバナンスおよび人事

SG 07. RI roles and responsibilities

07.1. 組織が採用している内部または外部の役割、ならびにそれぞれの責任投資に対する監督責任および実施責任の有無について明示してください。

組織における役職

下記の内部の役割より選択；

07.2. RIの監督/説明責任または実施責任を担う役職について、このような責任をどのように果たすのか記載してください。

ESG oversight and accountability was always integrated within PPT's Board. The Board member in charge of ESG, is also the company's CEO and portfolio manager of the flagship Cadmos European Engagemnet Fund since 2006. ESG Integration is more effective when integrated within the day to day activities of the key staff taking investment decisions rather than delegated to a separate or external ESG team.

PPT has nevertheless one dedicated staff who coordinates all ESG relatd activities internally and externally.

07.3. 組織にいる専任の責任投資担当者の人数を記載してください。

1 人

07.4. 補足情報 [任意]

Oversight and development role - ensuring best ESG integration as possible of ESG data through direct active engagement performed by the portfolio managers themselves.

SG 07 CC. Climate-issues roles and responsibilities

07.5 CC. 気候関連問題について監視、説明責任および／または管理責任をもつ組織の役職を示してください。

取締役会メンバーまたは受託者

最高経営責任者（CEO）最高投資責任者（CIO）最高リスク責任者（CRO）投資委員会

専任の責任投資担当者

組織外の運用会社またはサービスプロバイダー

07.6 CC. 気候関連の問題の監督/説明責任または実施責任がある取締役会レベルの役職については、これらの責任の遂行方法を説明してください

ESG oversight and accountability was always integrated within PPT's Board. The Board member in charge of ESG, is also the company's CEO and portfolio manager of the flagship Cadmos European Engagemett Fund since 2006. ESG Integration is more effective when integrated within the day to day activities of the key staff taking investment decisions rather than delegated to a separate or external ESG team.

PPT has nevertheless one dedicated staff who coordinates all ESG relatd activities internally and externally.

07.7 CC. 気候関連の問題を評価し管理する管理レベルの役職については、その構造とプロセスを詳しく説明してください。

ESG oversight and accountability was always integrated within PPT's Board. The Board member in charge of ESG, is also the company's CEO and portfolio manager of the flagship Cadmos European Engagemnet Fund since 2006. ESG Integration is more effective when integrated within the day to day activities of the key staff taking investment decisions rather than delegated to a separate or external ESG team.

PPT has nevertheless one dedicated staff who coordinates all ESG relatd activities internally and externally.

07.8 CC. TCFDの提言やその実施について、組織が外部運用会社またはサービスプロバイダーに何を求めるかについて説明してください。

SG 08. RI in performance management, reward and/or personal development

08.1. 組織のパフォーマンス管理、報奨や個人の能力開発プロセスに責任投資の要素があるかどうかを記載してください。

取締役会メンバーまたはトラスティ―（受託者）

08.1b. 個人の能力開発または研修計画における責任投資

08.2. 報告年度に取締役が責任投資に関連したスキルや知識を開発し、維持するために行った活動について説明してください。

ESG oversight and accountability was always integrated within PPT's Board. The Board member in charge of ESG, is also the company's CEO and portfolio manager of the flagship Cadmos European Engagemnet Fund since 2006. ESG Integration is more effective when integrated within the day to day activities of the key staff taking investment decisions rather than delegated to a separate or external ESG team.

最高経営責任（CEO）、最高投資責任者（CIO）、最高執行責任者（COO）、投資委員会

08.1a. 目標、評価、査定または報酬における責任投資

08.1b. 個人の能力開発または研修計画における責任投資

専任の責任投資担当者

08.1a. 目標、評価、査定または報酬における責任投資

08.1b. 個人の能力開発または研修計画における責任投資

08.3. 組織の責任投資に関連したパフォーマンス管理、報奨や個人の能力開発プロセスについて詳細を説明してください。

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