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Trecento

PRI reporting framework 2020

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You are in Strategy and Governance » Objectives and strategies

目的および戦略

SG 05. RI goals and objectives

05.1. 組織が責任投資活動に関して目的を設定して見直しを行っているかどうか、および、行っている場合にはその頻度を記載してください。

05.2. 補足情報 [任意]

The ESG committee of Trecento AM sets up and monitors the responsible investment policies of the management company. Its role is also to rule on investment decisions concerning controversial issuers, ESG scores and the ESG scoring model as well was the best way to improve and develop it.


SG 06. Main goals/objectives this year

06.1. 報告年度に組織として設定している責任投資の主な目的を挙げてください。

責任投資プロセス

主要パフォーマンス指標(KPI)

          Training of all new fund managers, analysts or interns on ESG incorporation.
        

進捗状況

All new employees or interns of Trecento AM have been trained on ESG incorporation.

主要パフォーマンス指標(KPI)

          Training of all new fund managers, analysts or interns on ESG engagement.
        

進捗状況

All new employees or interns of Trecento AM have been trained on ESG engagement.

主要パフォーマンス指標(KPI)

          Organisation of regular training and information meetings around ESG activities of Trecento AM.
        

進捗状況

We have organised several meetings with all employees of the company to explain our reponsible investment strategy and how ESG activities are a key part of this strategy.

主要パフォーマンス指標(KPI)

          Number of meetings or engagements with the management of issuers to discuss ESG issues
        

進捗状況

We have developed a database to list all ESG interactions with issuers' management to efficacely follow engagement of our analysts/fund managers on ESG issues.

主要パフォーマンス指標(KPI)

          All analysis and investment decision should be made after a comprehensive ESG analysis has been conducted on a issuer.
        

進捗状況

All studies and analysis produced this year by the research team included an ESG analysis.

We have also amended the legal documents of our investment funds (Trecento Santé ISR and Trecento Robotique ISR) to make this analysis compulsory, as part of our SRI screening and investment selection process.

投資に係る財務業績

主要パフォーマンス指標(KPI)

          Average ESG score of our portfolio vs its investment universe
        

進捗状況

Our Trecento Santé ISR and Trecento Robotique ISR funds now include a key extra-financial performance objective: the average ESG score of the issuers in portfolio (position-weighted) must be higher, at all times, than the average ESG score of the issuers in the investment universe (weighted by their market capitalisation in euros) after the exclusion of the 20% worst scored issuers. This objective satifies the requirement of the French socially responsible investment label.

投資のESG特性

主要パフォーマンス指標(KPI)

          Weighting penalty depending on the severity rate of an issuer's controversy
        

進捗状況

Trecento AM has developped a monitoring tool, through a database, that enables the analysts and fund managers to identify, categorise and continuously monitor the ESG incidents and controversies that impact the issuers whose securities are held in our investment funds.

The severity of each controversy is analysed and ranked, as well as the answers and actions undertaken by the issuers to mitigate the controversy.

The management team then decides what actions, if any, to take, depending on the ranking of the controversy. In severe cases, the issuer can be impacted by a penalty as regard its maximum weighting in our funds (can be decreased by 0.25%, 0,5% or 1%) or could even be added to the exclusion list of Trecento AM.

主要パフォーマンス指標(KPI)

          Average ESG score of our portfolio vs its investment universe
        

進捗状況

Our Trecento Santé ISR and Trecento Robotique ISR funds now include a key extra-financial performance objective: the average ESG score of the issuers in portfolio (position-weighted) must be higher, at all times, than the average ESG score of the issuers in the investment universe (weighted by their market capitalisation in euros) after the exclusion of the 20% worst scored issuers. This objective satifies the requirement of the French socially responsible investment label.

その他(具体的に記載してください)(1)

          Increase the ESG scoring of the portfolio
        

主要パフォーマンス指標(KPI)

          Extra-financial scoring rate (in number of rated issuers) of the portfolio
        

進捗状況

The extra-financial scoring rate of the portfolio must be higher than 90% (in number of issuers) at all times but we have achieved 100%.

その他の活動

主要パフォーマンス指標(KPI)

          RI Certification of our funds
        

進捗状況

We have been awarded the French Socially Reponsible Investment label ("ISR") for Trecento Santé ISR and Trecento Robotique ISR.

主要パフォーマンス指標(KPI)

          Promotion and support of RI initiatives
        

進捗状況

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.

主要パフォーマンス指標(KPI)

          Materialising our ESG analysis into case studies that can be delivered to clients
        

進捗状況

Exemples of ESG analysis case study are shown to our clients at all investors' meetings.

06.2. 補足情報 [任意]

2019 was an important year for our responsible investment strategy as we have strengthened our ESG incorporation in the decision-making process and have implemented a strict Socially Responsible Investment strategy for our funds Trecento Santé ISR and Trecento Robotique. We have therefore amended our investment processes, the training and appraisal of internal staff and our communication/marketing to clients.


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