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Sycomore Asset Management

PRI reporting framework 2020

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You are in Strategy and Governance » Asset class implementation not reported in other modules

Asset class implementation not reported in other modules

SG 16. ESG issues for internally managed assets not reported in framework

Describe how you address ESG issues for internally managed assets for which a specific PRI asset class module has yet to be developed or for which you are not required to report because your assets are below the minimum threshold.

Asset Class

Describe what processes are in place and the outputs or outcomes achieved

Fixed income - Corporate (financial)

Sycomore AM integrates ESG issues in fixed income analysis as in equity. The process is the same for financial and non-financial fixed income securities.

Since 2012, Sycomore AM has an SRI fixed income fund, Sycomore Sélection Crédit. We have defined 6 specific ESG criteria for this fund, focusing on ESG risk mitigation. 

Hedge funds - DDQ

Select whether you have responded to the PRI Hedge Fund DDQ

Hedge funds

No client has asked us to use the PRI Hedge Fund DDQ to date. We partially integrate ESG into our hedge fund strategy by:

  • Voting at general meetings for all long positions using Sycomore AM's voting policy;
  • Integrating ESG into analysis for most of our positions.

 

16.2. Additional information [Optional].


SG 17. ESG issues for externally managed assets not reported in framework

17.1. Describe how you address ESG issues for externally managed assets for which a specific PRI asset class module has yet to be developed or for which you are not required to report because your assets are below the minimum threshold.

Asset Class

Describe what processes are in place and the outputs or outcomes achieved

Fixed income - Corporate (financial)

Sycomore AM integrates ESG issues in fixed income analysis as in equity. The process is the same for financial and non-financial fixed income securities.
Since 2012, Sycomore AM has an SRI fixed income fund, Sycomore Sélection Crédit. We have defined 6 specific ESG criteria for this fund, focusing on ESG risk mitigation.

Fixed income - Corporate (non-financial)

Sycomore AM integrates ESG issues in fixed income analysis as in equity. The process is the same for financial and non-financial fixed income securities.
Since 2012, Sycomore AM has an SRI fixed income fund, Sycomore Sélection Crédit. We have defined 6 specific ESG criteria for this fund, focusing on ESG risk mitigation.

Money market instruments

We are below the minimum threshold. 

17.2. Additional information.


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