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Pictet Asset Management

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] Innovation [SG 18] Communication [SG 19]
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] ESG incorporation in passively managed listed equities [LEI 11] 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] (A) Implementation: Screening [FI 04 - 06] (C) Implementation: Integration [FI 10 - 12] ESG incorporation in passively managed fixed income [FI 13] Fixed income - Engagement [FI 14 - 16] Outputs and outcomes [FI 17 - 18]
Confidence building measures
Confidence building measures [CM1 01 - 07]
Export Public Responses
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You are in Strategy and Governance » Promoting responsible investment

Promoting responsible investment

SG 09. Collaborative organisations / initiatives

09.1. Select the collaborative organisation and/or initiatives of which your organisation is a member or in which it participated during the reporting year, and the role you played.

Select all that apply

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

In 2019, Pictet Asset Management actively participated in 4 collaborative engagements with a Swiss mining company, a Russian metals and mining company, a German Utilities company and a German automaker.

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Our Head of ESG is on the steering committee of IIGCC Solution Program .

 
          FNG, UKSIF, SpainSIF

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional] 

          Swiss Sustainable Finance (SSF), Sustainable Finance Geneva (SFG)

Your organisation’s role in the initiative during the reporting year (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Pictet is a founding member and Board member of SSF.

We are co-leading SSF's working group on  wealth and asset management. SSF workgroups are an important instrument to strengthen member relationship and to expand the working capacity of SSF. 

We are also a corporate sponsor and board member of SFG.

 
          EFAMA working group on sustainable investment

Your organisation’s role in the initiative during the reporting year (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

SG 09.2. Assets managed by PRI signatories (Not Applicable)

SG 10. Promoting RI independently

10.1. Indicate if your organisation promotes responsible investment, independently of collaborative initiatives.

10.2. Indicate the actions your organisation has taken to promote responsible investment independently of collaborative initiatives. Provide a description of your role in contributing to the objectives of the selected action and the typical frequency of your participation/contribution.

Description 

          Several ESG training sessions: (i) for existing and potential clients, (ii) for investment managers & analysts

Frequency of contribution

Description 

          Provided input to the Certificate of Advanced Studies in Sustainable Finance

Frequency of contribution

Description 

          Published paper in academic journal: "Towards defining an environmental investment universe within planetary boundaries"

Frequency of contribution

Description 

          Institutional Client conferenes in Zurich, London and Geneva

Frequency of contribution

Description 

          Pictet Asset Management Secular Outook

Frequency of contribution

Description 

          Contributed to IIGCC response to FSB TCFD consultation

Frequency of contribution

Description 

          Sustainability: what investors can learn from the UN and the Nobel prize

Frequency of contribution

Description 

          Member of the UNPRI hedge fund working group

Frequency of contribution

Description 

          Swiss Sustainable Finance

Frequency of contribution

specify description 

          Open letter to index providers

Description 

          In August 2018, Pictet spearheaded an initiative to exclude controversial weapons from mainstream indices

Frequency of contribution

10.3. Describe any additional actions and initiatives that your organisation has taken part in during the reporting year to promote responsible investment [Optional]

Open Letter to Index Providers

Pictet, together with Swiss Sustainable Finance, is leading an initiative to put pressure on index providers to remove controversial weapon manufacturers from mainstream indices. The initiative, launched in August 2018, secured the backing of 173 signatories controlling over USD 9 trillion and including international asset owners and managers (as of October 2019).

CFA ESG certificate

Several memebrs of Pictet participated in the pilot program of the certificate in ESG investing from the CFA Society of the UK and provided feedback.

SG 11. Dialogue with public policy makers or standard setters (Private)

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