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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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Asset class implementation gateway indicators

OO 10. Active ownership practices for listed assets

10.1. Select the active ownership activities your organisation implemented in the reporting year.

Listed equity – engagement

Listed equity – voting

Fixed income Corporate (non-financial) – engagement

OO 11. ESG incorporation practices for all assets

11.1. Select the internally managed asset classes in which you addressed ESG incorporation into your investment decisions and/or your active ownership practices (during the reporting year).

Listed equity

Fixed income - corporate (non-financial)

Private equity

Cash

Select the externally managed assets classes in which you and/or your investment consultants address ESG incorporation in your external manager selection, appointment and/or monitoring processes.
Asset class
ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes
Money market instruments

Money market instruments - ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes

11.4. Provide a brief description of how your organisation includes responsible investment considerations in your investment manager selection, appointment and monitoring processes.

When Trecento AM carries out an external manager selection process, the screening process includes a key criteria: whether the external asset manager incorporates an ESG ou SRI approach in its investment strategy. If the external manager does not, it is excluded from the list of potential external asset managers.

We then analyse how the responsible investment considerations are implemented by each asset manager to ensure that they are incorporated in each step of the investment cycle: screening, selection and monitoring of investments, engagement with issuers and voting practices. This process is done by both reviewing public documents of the asset manager and the targeted funds as well as engaging with the management teams to better understand their process and ask specific questions. We analyse exclusion policies, ESG integration policies, engagement and vote policies, transparency codes and all other documents that can help us understand, categorise and rank the SRI policy of the external asset manager.

On an ongoing basis, we then monitor the ESG/SRI performance of the external asset managers' funds that we have invested in, by reviewing their periodic reportings and engaging in-person with their management teams and especially the ESG/SRI analysts.

11.5. For your externally managed pooled funds, describe any mechanisms in place to set expectations as part of the appointment or commitment process.

Before investing in an externally managed pooled funds, we have carried out the selection process and reviewed the asset manager's SRI strategy, usually by directly engaging with the management team of the funds we are interested in. We have therefore discussed our expectations with this management team and be clear on the fact that we are investing based on the described ESG/SRI approach. We request specific ESG/SRI reporting to closely monitor the extra-financial performance of the funds and conduct periodic engagement with the ESG/SRI analysts or managers to review their analysis criteria and strategy.

OO 12. Modules and sections required to complete

12.1. Below are all applicable modules or sections you may report on. Those which are mandatory to report (asset classes representing 10% or more of your AUM) are already ticked and read-only. Those which are voluntary to report on can be opted into by ticking the box.

Core modules

RI implementation directly or via service providers

Direct - Listed Equity incorporation

Direct - Listed Equity active ownership

Direct - Fixed Income

Direct - Other asset classes with dedicated modules

Closing module

12.2. Additional information. [Optional]

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