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PRI reporting framework 2020

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

LE 01.1. 組織内で運用する上場株式のパッシブ戦略と、数量的、ファンダメンタルおよびその他のアクティブ戦略の内訳を示してください。

0 パッシブ
0 アクティブ—数量的(クオンツ)
100 アクティブ – ファンダメンタルおよびその他のアクティブ戦略
組織内で運用する上場株式の合計 100%

LE 01.2. 補足情報 [任意]

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. 組織内で運用されている債券の内訳をアクティブ戦略とパッシブ戦略で分けてください。

Corporate (non-financial)
0 パッシブ
0 アクティブ—数量的(クオンツ)
100 アクティブ—ファンダメンタルおよび・もしくはその他のアクティブ戦略
Total 100%

FI 01.2. 補足情報 [任意]

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

この指標は、「報告義務、自主開示」から「必須」に変更されました。 この指標に対する貴組織の回答は、透明性レポートに掲載されます。 この「必須」への変更により、より良い分析とピアリングが可能になります。

FI 03.3. 補足情報 [任意]

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


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. 組織内で運用されるプライベートエクイティの内訳を投資戦略別に記載してください。




PE 01.2. 補足情報 [任意]

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. プライベートエクイティ投資において組織が通常保有する所有権の割合を記載してください。

PE 02.2. 補足情報 [任意]

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)