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Sycomore Asset Management

PRI reporting framework 2020

Export Public Responses

You are in Indirect – Manager Selection, Appointment and Monitoring » Outputs and outcomes


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

08.1. 組織では、RIに関するベストプラクティスが保有資産の運用に確実に適用されるようどのようにして万全を図っているその内容を説明してください


          - 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.


          - 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. 補足情報 [任意]

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

09.1. 報告年度において、運用会社の選定、指名やモニタリングプロセスの過程で、ESG問題がどのように対処されているかを示す事例を挙げてください。

          Selection - refused investment because the investment provider was not a PRI signatory.

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. 


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

09.2. 補足情報 [任意]