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Sycomore Asset Management

PRI reporting framework 2020

Export Public Responses

You are in Strategy and Governance » Outsourcing to fiduciary managers and investment consultants

Outsourcing to fiduciary managers and investment consultants

SG 12. Role of investment consultants/fiduciary managers

New selection options have been added to this indicator. Please review your prefilled responses carefully.

12.1. Indicate whether your organisation uses investment consultants.

12.2. Indicate how your organisation uses investment consultants in the selection, appointment and/or monitoring of external managers.

12.4. Indicate whether you use investment consultants for any the following services. Describe the responsible investment components of these services.

Describe how responsible investment is incorporated

          We use investment research by brokerage houses. Most brokers provide ESG research be it thematic, stock-specific, controversy and news-driven. We use MSCI research to monitor our SRI exclusions and track controversies affecting companies of our investment universe. We also use ISS for proxy voting and have an advisory contract with Proxinvest to be able to have their insights on some specific topics related to our voting policy. We also work with consultants to developp our ESG analysis model (Good Jobs rating with The Good Economy and the NEC with ICare&consult and Quantis).

12.7. Additional information [Optional].