Our Expertise
ESG analysis
Our objective is to assign an ESG rating to the 600 companies that make up Sycomore AM’s active investment universe.
Fund reporting and ESG imprint
Cross-disciplinary analysis of ESG risk exposure and opportunities by sector and fund.
New voting policy
In 2011 Sycomore AM has unveiled a new voting policy based on the recommendations of the Association Française de Gestion Financière, and pledges to vote at meetings of all French companies held in the portfolio.
Launch of a SRI stock picking fund : Sycomore Selection Responsable
Our transversal approach led us to launch a SRI stock picking fund offering a responsibls stock selection according to an ESG analysis in conformity with sustainable development principles. The fund has sharing shares offering the possibility to donate a part of the fund income to foundations and associations.
Our Commitments
A PRI signatory:
Structuring and commitment within an ESG approach with the signing of the United Nations Principles for Responsible Investment in July 2010.
PRI Survey 2011
Sponsor of the "Prix du Forum pour l'Investissement Responsable"
Launched in 2006, the Prix FIR-PRI is willing to support academic research in the finance and sustainable development domains.
Sycomore Asset Management has wanted to encourage the action of Forum pour l'Investissement Responsable and is now partner and Jury member of the Prix FIR-PRI 2011.
Member of the "sustainable development" committee of the SFAF
The 'sustainable development' committee of the SFAF (Société Française des Analystes Financiers) gathers every month representative personnalities of french financial players, asset managers or brokers that are involved in a SRI approach. This committee has been made up to discuss key topics such as the implementation of the French Grenelle 2 law for the environment and the promotion of the extra-financial analysis.
Member of the SRI Committee of the AFG
The SRI Committee held in the AFG (French Asset Management Association) brings together leading representatives of asset management in France. It discusses the specific problems of the players practicing SRI. Initiated with the support of FIR, the SRI Committee of the AFG is also in charge of updating the Code of Transparency for SRI funds.