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Trecento

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] Innovation [SG 18] Communication [SG 19]
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]
Direct – Private Equity
Overview [PE 01 - 02] Fundraising of private equity funds [PE 03 - 04] Pre-investment (selection) [PE 05 - 08] Post-investment (monitoring) [PE 09 - 13] Outputs and outcomes [PE 14 - 15] Communication [PE 16]
Confidence building measures
Confidence building measures [CM1 01 - 07]
Export Public Responses
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You are in Organisational Overview » Peering questions

Peering questions

OO LE 01. Breakdown of listed equity investments by passive and active strategies

LE 01.1. Provide a breakdown of your internally managed listed equities by passive, active - quantitative (quant), active - fundamental and active - other strategies.

Percentage of internally managed listed equities
0 Passive
0 Active - quantitative (quant)
100 Active - fundamental and active - other
Total 100%

LE 01.2. Additional information. [Optional]

Trecento AM has implemented a strong fundamental investment process for listed equities, with a rigorous selection combining the fundamental analysis conducted by the management team and the "on-the-ground" feedback from our committes of experts. Our objective of performance is coupled with an extra-financial objective which aims at excluding the companies with controversial ESG practices (through a normative and sectorial exclusion policy) and at selecting the companies with the best ESG practices (« best-in-class » approach). Our internally managed listed equities are therefore invested according to a socially responsible approach that combines the search of performance with the development and encouragement of best ESG practices by engaging with companies.

OO LE 02. Reporting on strategies that are <10% of actively managed listed equities (Not Applicable)

OO FI 01. Breakdown of fixed income investments by passive and active strategies

FI 01.1. Provide a breakdown of your internally managed fixed income securities by active and passive strategies

Corporate (non-financial)
0 Passive
0 Active - quantitative (quant)
100 Active - fundamental and active - other
Total 100%

FI 01.2. Additional information. [Optional]

These internally managed fixed income securities are mainly held within the Employees' Savings Plans that we manage for French corporates.

OO FI 02. Reporting on strategies that are <10% of actively managed fixed income (Not Applicable)

OO FI 03. Fixed income breakdown by market and credit quality

Update: this indicator has changed from "Mandatory to report, voluntary to disclose" to "Mandatory". Your response to this indicator will be published in the Public Transparency Report. This change is to enable improved analysis and peering.

FI 03.3. Additional information. [Optional]

The fixed income securities that we manage internally are private bonds issued by French non-rated corporates.

If you are invested in private debt and reporting on ratings is not relevant for you, please indicate below

OO SAM 01. Breakdown of externally managed investments by passive and active strategies (Not Applicable)

OO PE 01. Breakdown of private equity investments by strategy

PE 01.1. Provide a breakdown of your organisation’s internally managed private equity investments by investment strategy.

Investment strategy 
Percentage of your internally managed
private equity holdings (in terms of AUM)
Venture capital
Growth capital
(Leveraged) buy-out
Distressed/Turnaround/Special Situations
Secondaries
Other investment strategy, specify (1)
Other investment strategy, specify (2)
Total 100%

PE 01.2. Additional information. [Optional]

The private equity holdings that we manage internally are held within the Employees Saving Plans and mainly consist of investments in growing SMEs.

OO PE 02. Typical level of ownership in private equity investments

PE 02.1. Indicate the level of ownership you typically hold in your private equity investments.

PE 02.2. Additional information. [Optional]

Our private equity investments are held within Employee's Saving Plans and consist in majority stakes in SMEs.

OO PR 01. Breakdown of property investments (Not Applicable)

OO PR 02. Breakdown of property assets by management (Not Applicable)

OO PR 03. Largest property types (Not Applicable)

OO INF 01. Breakdown of infrastructure investments (Not Applicable)

OO INF 02. Breakdown of infrastructure assets by management (Not Applicable)

OO INF 03. Largest infrastructure sectors (Not Applicable)

OO HF 01. Breakdown of hedge funds investments by strategies (Not Applicable)

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