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PRI reporting framework 2020

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Promoting responsible investment

SG 09. Collaborative organisations / initiatives

09.1. Select the collaborative organisation and/or initiatives of which your organisation is a member or in which it participated during the reporting year, and the role you played.

Select all that apply

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Considering the size of our company, we do not have yet the financial and people resources to increase our involvement in the PRI organisation.

We hope to increase the size of our AUM soon enough to be able to improve this.


SG 09.2. Assets managed by PRI signatories (Not Applicable)


SG 10. Promoting RI independently

10.1. Indicate if your organisation promotes responsible investment, independently of collaborative initiatives.

10.2. Indicate the actions your organisation has taken to promote responsible investment independently of collaborative initiatives. Provide a description of your role in contributing to the objectives of the selected action and the typical frequency of your participation/contribution.

Description

          We have made numerous presentations of our RI strategy to our clients, which are mainly institutional clients (pension funds, mutual insurers), private banks, family offices to promote the value-added and importance of a RI strategy.
        

Frequency of contribution

Description

          When promoting the importance and value added of being a signatory of the PRI, we have encouraged our clients (mainly institutionals, private banks or asset managers) to  become a signatory of the PRI as well.
        

Frequency of contribution

10.3. Describe any additional actions and initiatives that your organisation has taken part in during the reporting year to promote responsible investment [Optional]


SG 11. Dialogue with public policy makers or standard setters

11.1. Indicate if your organisation - individually or in collaboration with others - conducted dialogue with public policy makers or regulators in support of responsible investment in the reporting year.

If yes

11.2. Select the methods you have used.

11.3. Where you have made written submissions (individually or collaboratively) to governments and regulatory authorities, indicate if these are publicly available.

11.4. Provide a brief description of the main topics your organisation has engaged with public policy-makers or regulators on.

We had lengthy discussions with our regulator regarding the best way to implement a socially responsible investment strategy for our funds Trecento Sante ISR and Trecento Robotique ISR. These discussions mainly focused on the most appropriate ESG scoring model to be used for the investment universe of our funds. We debated how to best measure the environmental, social and governance score of an issuer, what data input could be used and considered relevant for each issuer, etc.


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