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Sycomore Asset Management

PRI reporting framework 2020

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Outputs and outcomes

FI 17. Financial/ESG performance

17.1. Indicate whether your organisation measures how your incorporation of ESG analysis in fixed income has affected investment outcomes and/or performance.

Select all that apply
Corporate (non-financial)
We measure whether incorporating ESG impacts portfolio risk.
We measure whether incorporating ESG impacts portfolio returns.
We measure the ESG performance/profile of portfolios (relative to the benchmark).
None of the above

17.2. Describe how your organisation measures how your incorporation of ESG analysis in fixed income has affected investment outcomes and/or ESG performance. [OPTIONAL]

For ESG performance, we do measure the ESG performance/profile of portfolios relative to the benchmark in terms of our internal ESG (SPICE) rating.

17.3. Additional information.[OPTIONAL]


FI 18. Examples - ESG incorporation or engagement

18.1. Provide examples of how your incorporation of ESG analysis and/or your engagement of issuers has affected your fixed income investment outcomes during the reporting year.

ESG issue and explanation

Credit collection company: we refused an investment opportunity to finance a swedish credit collection company because of the reputational risks involved with their practices to collect credits in Southern Europe. 

Impact on investment decision or performance

Investment decision - did not invest. 

ESG issue and explanation

French Retailer: divested our holdings because of lack of transparency on ESG, especially working conditions and supply chain sustainability. 

Impact on investment decision or performance

We divested this holding. 

ESG issue and explanation

In 2019, we initiated an engagement with an italian small sized banking institution and bond issuer. The company ahs no ESG reporting. We insisted that to be eligible for our funds the company had to increase its level of transparency in ESG. Consequently, the company announced the publication of its first ESG report in 2020. 

Impact on investment decision or performance

We held the bond. 

18.2. Additional information.


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