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Sycomore Asset Management

PRI reporting framework 2020

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You are in Direct - Fixed Income » ESG incorporation in actively managed fixed income » (B) Implementation: Thematic

B) 実施:テーマ

FI 07. Thematic investing - overview

07.1. テーマ投資の割合を示してください。

具体的に記載してください

          Bonds in the Sycomore Next Generation fund are chosen based on the environmental, societal or human capital contribution of the issuer.
        
7 %

07.2. テーマ債券投資に対する組織のアプローチについて説明してください。

Screening + Integration + Thematic 

Sycomore Next Generation (SNG) launched in 2019 is an SRI labelled balanced fund. 

SNG's approach consists in filtering the universe for the best SPICE scores (rating above 2.5 out of 5) and selecting stocks and bonds based on 3 themes: 

- Better environment (Net Environmental Contribution)

- Better life (societal contribution)

- Better work (human capital contribution)

07.3. 補足情報 [任意]


FI 08. Thematic investing - themed bond processes

08.1. グリーン債原則に従ったテーマ債券の発行に関連する透明性や開示を奨励しているかどうか示してください。社会貢献債原則またはサステナビリティ債ガイドライン。

          Issuers not disbursing bond proceeds as described in the offering documents would be rated negatively in our SPICE model under our capital allocation criteria.
        

08.2. 発行体が提供文書の記載に従って、債券収益を配分していないときに取るべき対応策を説明してください。

Even though our process is based on screening at the issuer level rather than at the bond level, we value corporate integrity. Therefore, issuers not disbursing bond proceeds as described in the offering documents would be rated negatively in our SPICE model under our capital allocation criteria

08.3. 補足情報 [任意]


FI 09. Thematic investing - assessing impact

09.1. 組織のテーマ投資の環境的または社会的影響を評価する方法を示してください。

09.2. 補足情報 [任意]

Every year we publish Art.173 reports for our SRI Bond fund Sycomore Selection Credit (Sycomore Next Generation being a new fund, the 2019 report is not yet available). These include data on the gender equality, human rights and environmental impact profile of the portfolio, as well as exemples of societal impact of selected holdings. The information is available in our website: https://en.sycomore-am.com/5d7f87ce-RAPPORT_SSC_UK_2019.pdf


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