Sycomore AM – 2019 Responsible investor report, Art. 173

In accordance with the provisions of Article 173 of Law No. 2015-992 of 17 August 2015 on the energetic transition for green growth, Sycomore Asset Management has prepared a report, covering the 2019 financial year, which presents how it integrates environmental, social and governance (ESG) criteria into the investment policy of the Sycomore AM funds and how it manages ESG risks.

Download

SYCOMORE SÉLECTION RESPONSABLE : REPORT IN COMPLIANCE WITH FRENCH REGULATION (« ARTICLE 173 »)

In accordance with the provisions of Article 173 of Law No. 2015-992 of 17 August 2015 on the energetic transition for green growth, Sycomore Asset Management has prepared a report, covering the 2019 financial year, which presents how it integrates environmental, social and governance (ESG) criteria into the investment policy of the Sycomore Sélection Responsable fund and how it manages ESG risks.

Download

SYCOMORE PARTNERS : REPORT IN COMPLIANCE WITH FRENCH REGULATION (« ARTICLE 173 »)

In accordance with the provisions of Article 173 of Law No. 2015-992 of 17 August 2015 on the energetic transition for green growth, Sycomore Asset Management has prepared a report, covering the 2019 financial year, which presents how it integrates environmental, social and governance (ESG) criteria into the investment policy of the Sycomore Partners fund and how it manages ESG risks.

Download

SYCOMORE FRANCECAP : REPORT IN COMPLIANCE WITH FRENCH REGULATION (« ARTICLE 173 »)

In accordance with the provisions of Article 173 of Law No. 2015-992 of 17 August 2015 on the energetic transition for green growth, Sycomore Asset Management has prepared a report, covering the 2019 financial year, which presents how it integrates environmental, social and governance (ESG) criteria into the investment policy of the Sycomore Francecap fund and how it manages ESG risks.

Download

SYCOMORE LONG / SHORT OPPORTUNITIES : REPORT IN COMPLIANCE WITH FRENCH REGULATION (« ARTICLE 173 »)

In accordance with the provisions of Article 173 of Law No. 2015-992 of 17 August 2015 on the energetic transition for green growth, Sycomore Asset Management has prepared a report, covering the 2019 financial year, which presents how it integrates environmental, social and governance (ESG) criteria into the investment policy of the Sycomore Long / Short Opportunities fund and how it manages ESG risks.

Download

SYCOMORE ALLOCATION PATRIMOINE : REPORT IN COMPLIANCE WITH FRENCH REGULATION (« ARTICLE 173 »)

In accordance with the provisions of Article 173 of Law No. 2015-992 of 17 August 2015 on the energetic transition for green growth, Sycomore Asset Management has prepared a report, covering the 2019 financial year, which presents how it integrates environmental, social and governance (ESG) criteria into the investment policy of the Sycomore Allocation Patrimoine fund and how it manages ESG risks.

Download

Abstimmungspolitik

Gemäß den in den Artikeln 319-21 und 321-132 vorgesehenen Bestimmungen der französischen Finanzmarktaufsicht (Autorité des Marchés Financiers) hat Sycomore Asset Management eine Abstimmungspolitik formuliert, die bei Bedarf aktualisiert wird und die Bedingungen darlegt, in denen die Gesellschaft beabsichtigt, die Stimmrechte auszuüben, die mit den Titeln der durch sie verwalteten OGAW verbunden sind.

Download

Exclusion policy

Download

Bericht über die Ausübung der Stimmrechte

Gemäß den in den Artikeln 319-22 und 321-133 vorgesehenen Bestimmungen der französischen Finanzmarktaufsicht (Autorité des Marchés Financiers) erstellt Sycomore Asset Management jedes Jahr einen Bericht, in dem die Bedingungen dargelegt sind, in denen die Stimmrechte, die mit den Titeln der durch sie verwalteten OGAW verbunden sind, ausgeübt wurden.

Download

Auswahlpolitik der mit der Auftragsausführung beauftragten Einrichtungen

Im Einklang mit den Auflagen von Artikel 314-75-1 der allgemeinen Bestimmungen der französischen Finanzmarktaufsicht (Autorité des Marchés Financiers) verfügt Sycomore Asset Management über Verfahren zur Auswahl und Beurteilung der Stellen, die Dienstleistungen zur Unterstützung bei der Anlageentscheidung und Ausführung von Aufträgen erbringen.

Download

SYCOMORE ASSET MANAGEMENT CLAIMS MANAGEMENT POLICY

In accordance with regulations, Sycomore Asset Management has and maintains an operational procedure for the reasonable and rapid handling of complaints addressed by its clients.

Download

AFG -FIR-Eurosif Transparency Code – Sycomore Sélection Crédit & Sycomore Next Generation

Sycomore Asset Management has been active in Socially Responsible Investment (SRI) since 2008. SRI is a key feature of the strategic positioning and management of Sycomore Sélection Crédit, Sycomore Next Generation, Sycomore Sélection Responsable, Sycomore Happy@Work, Sycomore Eco Solutions, and Sycomore Shared Growth (formerly Sycomore European Growth). The four latter funds are covered by a separate transparency code. This is our 8th edition of the SRI Transparency Code covering the period from December 31st 2018 to the publication date stated in this document. Our full answers to the SRI Transparency Code are provided below and are available in the annual reports for each of our open-ended SRI funds and on our website.

Download

Sycoway as an Investor 2019

Report published on June 30th 2020 relating to the asset management company Sycomore AM and complying with the requirements of Article 173-VI of Law 2015-992 of August 17th 2015 pertaining to the “energy transition for green growth”, for the year 2019.

Download

ESG Integration Policy

This document provides an overview of Sycomore AM’s integration policy for extra-financial or environmental, social and governance (ESG) considerations. This policy lies at the heart of the firm’s mission statement: to bring a human dimension to investing. It provides a basis for dialogue with Sycomore AM’s stakeholders and serves as a framework and guide for the firm’s approach as a responsible investor. The document also presents the principles, analysis tools and human resources dedicated to ESG integration, as well as Sycomore AM’s transparency, voting and engagement policy.

Download

SRI equity funds transparency code

Sycomore Asset Management has been active in Socially Responsible Investment (SRI) since 2008. SRI is a key feature in the strategic positioning and management of Sycomore Selection Responsable, Sycomore Happy@Work, Sycomore Eco Solutions, Sycomore Shared Growth (formerly Sycomore European Growth), Sycomore Selection Credit, and Sycomore Next Generation (these two latter funds are covered by a separate transparency code).
This is our 8th edition of the SRI Transparency Code covering the period from December 31st 2018 to the publication date stated in this document. Our full answers to the SRI Transparency Code are provided below and are available in the annual reports for each of our open-ended SRI funds and on our website.

Download

Remuneration policy

This remuneration policy has been prepared by Sycomore AM in accordance with the regulations resulting from Directives 2011/65/EC (‘AIFM’) and 2014/91/EC (‘UCITS V’). Its purpose is to align the interests of investors, the management company and the management company’s staff and promote sound and effective risk management of managed portfolios and the management company itself, taking into account the nature, scope and complexity of Sycomore AM’s activities.

Download