This report shows public data only. Is this your organisation? If so, login here to view your full report.

Sycomore Asset Management

PRI reporting framework 2020

Export Public Responses
Pdf-img

You are in Strategy and Governance » Governance and human resources

ガバナンスおよび人事

SG 07. RI roles and responsibilities

07.1. 組織が採用している内部または外部の役割、ならびにそれぞれの責任投資に対する監督責任および実施責任の有無について明示してください。

組織における役職

下記の内部の役割より選択;

          Head of Sustainable & Responsible Investment
        

07.2. RIの監督/説明責任または実施責任を担う役職について、このような責任をどのように果たすのか記載してください。

Sycomore AM's board members and partners have oversight responsibilities for Sycomore AM's RI activities especially as part of the realisation of Sycomore AM's strategy whose first priority is to lead in SRI. The President reviews these activities on an ongoing basis and at least once a year to establish the company's annual report. 

Sycomore AM also has a dedicated RI team in charge of implementing the RI strategy and accountable for its implementation. 

All fund managers and investment analysts are involved in the roll-out of RI.

07.3. 組織にいる専任の責任投資担当者の人数を記載してください。

7

07.4. 補足情報 [任意]


SG 07 CC. Climate-issues roles and responsibilities

07.5 CC. 気候関連問題について監視、説明責任および/または管理責任をもつ組織の役職を示してください。

取締役会メンバーまたは受託者

最高経営責任者(CEO)最高投資責任者(CIO)最高リスク責任者(CRO)投資委員会

他の最高級職員または部長(具体的に記入してください)

ポートフォリオマネージャー

投資アナリスト

専任の責任投資担当者

07.6 CC. 気候関連の問題の監督/説明責任または実施責任がある取締役会レベルの役職については、これらの責任の遂行方法を説明してください

Sycomore AM's board members and founders have oversight responsibilities for Sycomore AM's RI activities, including climate-related issues.

They review the strategy with the Head of Environment Strategy on an ongoing basis, which is at least discussed every quarter and they are updated on its implementation, in particular in 2019 (as in 2018) on the overall risk exposure to transition risk and on progress regarding our investments' environmental impact, through the Net Environmental Contribution (NEC) implementation for the entire investment platform and its potential development outside Sycomore AM as an open-source tool.

The NEC for all Sycomore AM's aggregated investments is computed annually and presented at the steering committee since 2018. This initial assessment is very usefull to better understand the overall exposure to transition risk and to inform about the company-wide investments contribution to the environmental transition. It serves as a basis for discussions at the Purpose and Sustainable Development committee level and at the Steering Committee level about setting mid- and long-term company-wide targets.

Overall commitment toward the environment (as a stakeholder) and objective for Sycomore as a company are also discussed within the Sustainable Development Committee with final decision taken at the board level.

07.7 CC. 気候関連の問題を評価し管理する管理レベルの役職については、その構造とプロセスを詳しく説明してください。

The Head of Environment Strategy is accountable for the environmental strategy and its implementation, it includes climate-related issues but also biodiversity, water, ressources and waste and air quality issues.
The whole ESG team (7 professionals at end-2019) is involved in the roll-out of our environmental impact metric (NEC), supported in this by fund managers and analysts.

The risk management team is responsible for the integration of climate transition risk into risk management tools and into reporting tools (monthly for SRI open-ended funds and annually for all Sycomore AuM). The risk team, together with the ESG team also works on better assessing and monitoring climate-related physical risks.

The Environmental Steering committee, which is a multi-stakeholder group of external experts reprensenting academics, NGOs, investment professionals, industrial and environmental experts, meets twice a year. In 2019, main topics discussed were about risks, environmental contribution, scenario analysis and temperatures.

Overall commitment toward the environment (as a stakeholder) and objective for Sycomore as a company are also discussed within the Purpose and Sustainable Development Committee with final decoision taken at the board level.

07.8 CC. TCFDの提言やその実施について、組織が外部運用会社またはサービスプロバイダーに何を求めるかについて説明してください。


SG 08. RI in performance management, reward and/or personal development

08.1. 組織のパフォーマンス管理、報奨や個人の能力開発プロセスに責任投資の要素があるかどうかを記載してください。

取締役会メンバーまたはトラスティ―(受託者)

08.1b. 個人の能力開発または研修計画における責任投資

08.2. 報告年度に取締役が責任投資に関連したスキルや知識を開発し、維持するために行った活動について説明してください。

Sycomore AM's board members (3 out of 5) are part of the firm executive management (2 asset managers and 1 business developer). In this regard, they are fully involved with the company's responsible investment policies. They work in close link with our Head of Sustainable & Responsible Investment to implement ESG criteria at both the funds and the corporate level.

最高経営責任(CEO)、最高投資責任者(CIO)、最高執行責任者(COO)、投資委員会

08.1a. 目標、評価、査定または報酬における責任投資

08.1b. 個人の能力開発または研修計画における責任投資

その他の最高幹部レベルのスタッフまたは部門長 具体的に記入してください

          Head of Sustainable & Responsible Investment
        

08.1a. 目標、評価、査定または報酬における責任投資

08.1b. 個人の能力開発または研修計画における責任投資

ポートフォリオマネージャー

08.1a. 目標、評価、査定または報酬における責任投資

08.1b. 個人の能力開発または研修計画における責任投資

投資アナリスト

08.1a. 目標、評価、査定または報酬における責任投資

08.1b. 個人の能力開発または研修計画における責任投資

専任の責任投資担当者

08.1a. 目標、評価、査定または報酬における責任投資

08.1b. 個人の能力開発または研修計画における責任投資

08.3. 組織の責任投資に関連したパフォーマンス管理、報奨や個人の能力開発プロセスについて詳細を説明してください。

Every year, all investment professionals set objectives and specific KPIs with their manager as part of their appraisal. Some of these KPIs are directly linked to responsible investment, such as quantity and quality of SPICE analyses undertaken during the year, RI project management, engagement programmes, etc. Variable pay reflects the achievement of underlying KPIs, including RI KPIs.


Top