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.

Descarga

Sycomore AM - Human Rights Policy

Descarga

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.

Descarga

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.

Descarga

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 2018 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.

Descarga

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.

Descarga

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.

Descarga

Política de voto

De conformidad con lo dispuesto en los artículos 319-21 y 321-132 del reglamento general de la Autoridad de los Mercados Financieros, Sycomore Asset Management ha establecido una política de votación, actualizada según sea necesario, que determina las condiciones en las que pretende ejercer los derechos de votación de las acciones en poder de los OICVM que gestiona.

Descarga

Informe de ejercicio de los derechos de votación

De conformidad con lo dispuesto en los artículos 319-22 y 321-133 del reglamento general de la Autoridad de los Mercados Financieros, Sycomore Asset Management elabora cada año un informe que explica las condiciones en que se han ejercido los derechos de votación de las acciones en poder de los OICVM que gestiona.

Descarga

RI TRANSPARENCY REPORT

Documento de referencia del "PRI Reporting Framework", tiene como objetivo aumentar la transparencia de las acciones de inversión responsable y facilitar el diálogo entre los inversores, sus clientes y todas las otras partes interesadas. Con la mayor transparencia, Sycomore Asset Management decidió publicar este informe anual desde el 2011, es decir tres años antes de que se convirtiera en obligación para todos los signatarios, en el 2014.

Descarga

Política de selección de las entidades de ejecución de órdenes

De conformidad con lo dispuesto en el artículo 314-75-1 del reglamento general de la Autoridad de los Mercados Financieros, Sycomore Asset Management ha establecido una política de selección y evaluación de las entidades que le prestan servicios de asistencia en la decisión de inversión y ejecución de órdenes.

Descarga

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.

Descarga

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.

Descarga

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.

Descarga

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.

Descarga

Exclusion policy

Descarga

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.

Descarga

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.

Descarga