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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 Confidence building measures » Confidence building measures

信頼醸成措置

CM1 01. Assurance, verification, or review

01.1. 本年度のPRI 透明性レポート を対象に提供いただく報告情報が以下項目にある各プロセスを経たものであるかどうかを明示してください:

01.2. 補足情報 [任意] 

          Sycomore AM is audited on its RI processes in the context of the labelisations of its SRI funds (French SRI label, French GreenTech label, Austrian Umweltzeichen label, Belgium Towards Sustainability label). In 2019, initial verification was performed for the Belgium label, renewal audits were performed for the French SRI label and follow up audits were performed for the other lables. All the submitted funds had their labelisation awarded/renewed.

CM1 02. Assurance of last year`s PRI data

02.1. 昨年度のPRI 透明性レポートに関しては、第三者による独立した保証を取り付けている

02.3. 補足情報 [任意]

CM1 03. Other confidence building measures

03.1. PRI 透明性レポートに含まれているデータに限定せず、信頼醸成措置を定めている。:

03.2. どのスキームですか?

スキームが適用される資産の総AUMに占める割合

具体的に記入してください 

          French State GreenTech label (Energy and Ecological Transition for the Climate) for our fund Eco Solutions

スキームが適用される資産の総AUMに占める割合

具体的に記入してください 

          Austrian Umweltzeichen label (28% of our AUM) and Belgium Towards Sustainability label (38% of our AUM)

スキームが適用される資産の総AUMに占める割合

03.5. 補足情報 [任意]

CM1 04. Assurance of this year`s PRI data

04.1. 本年度のPRI透明性レポートの保証を予定している

04.3. 補足情報 [任意]

CM1 05. External assurance (Not Applicable)

CM1 06. Assurance or internal audit

06.1. RI関連プロセスの第三者による保証もしくは監査の詳細、または（本年度PRIに報告された）RI関連プロセスに関する、内部監査人により実施された内部監査の詳細を提供してください。

保証の対象となったRIプロセス

具体的に記入してください 

          SRI integration policy, transparency codes

具体的に記入してください 

          ESG reporting review

保証を行った者 

          EY, third party certified to perform SRI label audits and deliver the French SRI label as well as Ethibel for the Belgium Towards Sustainability label

プロセス保証完了日 (dd/mm/yy)

05/11/2019

使用した保証基準

具体的に記入してください 

          The audit is performed in compliance with the French SRI label referential and according to the accounting professional norms applicable to EY as an external auditor firm.

目指した保証レベル

06.2. 補足情報 [任意]

CM1 07. Internal verification

07.1. PRI透明性レポート 全体（またはその中から選択されたデータ）を内部で見直した、または検証した者を示し、選択されたデータにこれが適用される場合には、どのデータを見直したか具体的に記入してください。

検証実施者

07.2. 補足情報 [任意] 

          The entire questionnaire was reviewed by our Head of Sustainable Responsible Investment. When data were computed by other services internally, one of the ESG team members was in charge of checking the data.
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