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.

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Voting policy

Pursuant to the provisions of Article 314-100 of the French Financial Markets Authority (AMF) General Regulations, Sycomore Asset Management has established a voting policy, updated as needed, which outlines the conditions under which it intends to exercise the voting rights linked to the securities held by the funds which it manages.

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Report on the exercise of voting rights

Pursuant to the provisions of Article 314-101 of the French Financial Markets Authority (AMF) General Regulations, each year Sycomore Asset Management draws up a report on the conditions under which the voting rights linked to the securities held by the funds which it manages were exercised.

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Exclusion policy of companies related to controversial weapons

In line with the Ottawa (1997) and Oslo (2008) Conventions, Sycomore Asset Management excludes any direct investment, through both equity and bonds, in companies producing, selling, stockpiling or transferring anti-personal mine or cluster munitions.

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Engagement Policy

This document constitutes Sycomore Asset Management’s engagement and shareholder dialogue policy. It sets out the grounds for Sycomore AM’s engagement, its objectives, along with the tools, processes and practices leading to its implementation.

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Summary of intermediary costs

Pursuant to the provisions of Article 314-82 of the French Financial Markets Authority (AMF) General Regulations, each year Sycomore Asset Management draws up a summary of the conditions under which services to aid in making investment decisions and to execute orders were used under commission sharing agreements.

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Policy for the selection of order execution entities

Pursuant to the provisions of Article 314-75-1 of the French Financial Markets Authority (AMF) General Regulations, Sycomore Asset Management has established a policy for the selection and evaluation of entities which provide aid in making investment decisions and execute orders.

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Anti-bribery and corruption policy

This Policy defines clear principles which outline Sycomore AM’s position on Bribery & Corruption.

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Environmental strategy

This document summarizes the approach adopted by Sycomore AM regarding environmental issues and the concept of natural capital. It provides a structure as to the duties imposed by article 173 of the French law governing Energy Transition for Green Growth, voted on August, 17th 2015, which enforcement decree, n°2015-1850, was published in the French Official Journal on December, 29th 2015. Indeed, the spirit and intent of the law reinforce institutional investors’ publication requirement first, as to the inclusion of environmental, social and governance (ESG) criteria in their investment policy, and second their policy regarding the contribution to the energy and ecological transition and the fight against global warming.

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RI Transparency Report

The PRI Reporting Framework is a key step in the journey towards building a common language and industry standard for reporting responsible investment (RI) activities. This RI Transparency Report is one of the key outputs of this Framework. Its primary objective is to enable signatory transparency on RI activities and facilitate dialogue between investors and their clients, beneficiaries and other stakeholders.

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AFG/FIR Transparency Code - Sycomore Sélection Responsable

Socially Responsible Investment is a key component of the strategic positioning and management of the Sycomore Sélection Responsable fund. This is our fourth adherence, which covers the period from January to December 2014. Our complete response to the SRI Transparency Code is available in the annual report of each of our SRI funds open to the public and by clicking in the link below.

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AFG/FIR Tranparency Code - Sycomore Sélection Crédit

Socially Responsible Investment is a key component of the strategic positioning and management of the Sycomore Sélection Crédit fund. This is our fourth adherence, which covers the period from January to December 2014. Our complete response to the SRI Transparency Code is available in the annual report of each of our SRI funds open to the public and by clicking in the link below.

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