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Sycomore 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] 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] 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] (A) Implementation: Screening [FI 04 - 06] (B) Implementation: Thematic [FI 07 - 09] (C) Implementation: Integration [FI 10 - 12] 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 Indirect – Manager Selection, Appointment and Monitoring » Outputs and outcomes

Outputs and outcomes

SAM 08. Percentage of externally managed assets managed by PRI signatories

08.1. Describe how you ensure that best RI practice is applied to managing your assets

Measures 

          - Synergy Emerging Markets : In 2019, we continued our 2018 dialogue with our external fund managers on their ESG organisation and practices. It followed the analysis we carried out in 2017 on the ESG practices of each fund manager of the fund by sending them a detailed survey and presented the results as well as our own approach during the investment committee. Based on these exchanges, we proposed a ground for a common ESG approach including common exclusion crtieria, integration of Governance criteria, ESG controversy monitoring, PRI membership and proxy voting. In addition, we supported our partners individually in the development and implementation of their approaches by sharing our experience and ressources on an ad-hoc basis. The outcome was a success with two asset managers signing up to the PRI and four out of five formally integrating ESG criteria in their investment decision making.

Measures 

          - Prospects: in 2019 we turned down a meeting proposal from an AM that was not a PRI signatory. The firm is currently working on its ESG integration strategy and in the process of adhering to the PRI.

08.2. Additional information. [Optional]

SAM 09. Examples of ESG issues in selection, appointment and monitoring processes

09.1. Provide examples of how ESG issues have been addressed in the manager selection, appointment and/or monitoring process for your organisation during the reporting year.

Topic or issue 
          Selection - refused investment because the investment provider was not a PRI signatory.
Conducted by
Asset class
Scope and process

In 2019, we were contacted by the sales manager of a small French investment firm to invest in their products. As the firm was not a PRI signatory at the time, we responded that it was impossible for us to invest in its funds until it became a PRI signatory and it could prove it had a solid ESG integration process. 
Outcomes

The investment firm is currently adhering to the PRI and formalizing its ESG committments. 

09.2. Additional information.

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