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

Caisse de retraite du groupe Pictet

PRI reporting framework 2020

You are in Strategy and Governance » Investment policy


SG 01. RI policy and coverage


01.1. 責任投資アプローチをカバーする投資ポリシーを策定しているかどうかを明示してください。

01.2. ポリシーの構成要素/種類と対象範囲を示してください。


01.3. 投資ポリシーが以下のどの項目をカバーしているか明示して下さい:

01.4. 組織の投資原則および全体の投資戦略、受託者義務(または同等のもの)の解釈、ならびに、ESGファクターおよび実体経済の影響をどのように考慮に入れているかについて説明してください。

The Pictet Group Pension Fund believes in responsible capitalism and takes an enlarged view of the economy and its interactions with civil society and the natural environment. We are convinced that Environmental, Social and Governance (ESG) considerations can help us make better long-term investment decisions for our employees and pensioners.

For decades, sustainability has been central to our way of thinking. Since the Pictet Group was founded in 1805, we have aimed to ensure the prosperity of our clients over the long term. In doing so, we have instinctively considered the interests of future generations.

Consistent with our fiduciary duty to act in the best interests of our employees and pensioners and our adherence to the UN Principles for Responsible Investment (UN PRI), we are committed to integrating material ESG criteria in our investment processes and ownership practices with a view to enhance returns and/or mitigate risks. We also aim to embed ESG in our risk management and reporting tools in order to maintain high standards of transparency and accountability.

Our commitment to Sustainability and responsible investment covers 10 levers of action across our assets.

01.5. 責任投資アプローチをカバーする組織の投資ポリシーの重要な構成要素、バリエーション、例外事項を簡潔に説明してください。[任意]

A significant effort was initiated in 2019 to better structure and explicit our Responsible Investing (RI) Charter. A new RI charter will be finalized in 2020. 

01.6. 補足情報 [任意]


SG 01 CC. Climate risk (Private)

SG 02. Publicly available RI policy or guidance documents


02.1. 一般に入手できる組織の投資ポリシー文書を記載してください。その文書のURLを記入し、該当文書を添付してください。





02.2. 一般に入手できる組織の投資ポリシー文書を記載してください。その文書のURLを記入し、該当文書を添付してください。




02.3. 補足情報 [任意]

The Pictet Group Pension Fund does not have a website. The above URLs refer to the Pension Fund's fiduciary manager: Pictet Asset Management.

SG 03. Conflicts of interest

03.1. 組織として、投資プロセスにおける潜在的な利益相反を管理するポリシーを策定しているかどうかについて明示して下さい。

03.2. 投資プロセスにおける潜在的な利益相反を管理するポリシーについて説明してください。

The Pictet Group  adheres to the strictest principles of Banking ethics :

- loyalty, fairness and integrity,

- competence, care and diligence,

- respect for privacy and confidentiality

- compliance with laws and regulations

- security and reliablity.

The Pictet Group has developed administrative and organisational measures to ensure that all reasonable steps are taken to prevent and identify situations where conflicts of interest may arise.

The main steps to prevent conflicts of interest are the following :

- segregation of duties, seperation of functions (functional, hierachical and contractual),

- body of internal directives,

- guideline framework for all staff matters,

- regular training,

- monitoring activities,

- inducement policy.

With respect to external conflicts of interest, as the owners of the firm are not subject to the typical shareholder pressure of a quoted business to produce short-term results, they have been able to take longer-term business perspective based on performance, client satisfaction and service.

All members of the organization are subject to Pictet Group policies; furthermore, each year, a signed declaration is sent to the Supervisory Authority.

03.3. 補足情報 [任意]

SG 04. Identifying incidents occurring within portfolios (Private)