Our ambition is to meet our clients' performance requirements by investing responsibly and giving meaning to their investments. Our global and integrated approach, at the heart of our investment philosophy, draws on financial and extra-financial research to help us implement our strongest convictions. We are convinced that best practices in the field of ESG (environmental, social and governance) contribute to delivering sustainable performance. As shareholders, we believe it is important to raise companies' awareness on these best practices. We therefore initiate an open dialogue with their management teams to help drive improvement.
Investors should note that any information available on this website is of a general nature and should not be construed as tailored to the individual needs and circumstances of each investor, and does not qualify as personalised investment recommendations or financial investment advice. The information available on this website is provided for information purposes only. SYCOMORE ASSET MANAGEMENT assumes no responsibility for an investment or divestment decision taken purely based on the information available on this website. We believe that the information provided on this website is reliable, but it should not be regarded as exhaustive. SYCOMORE AM reserves the right to amend its content at its sole discretion and without notice. If, despite the attention paid by SYCOMORE AM to the quality and updating of information available on this website, certain information proves to be incorrect or incomplete, SYCOMORE Asset Management will regularise the situation as soon as possible without however being held liable for any errors, omissions or imperfections noted. Where applicable, you may inform us of any imperfections noted using the following address: info@sycomore-am.com. Investors are reminded that past performance is not a reliable indicator of future results and may fluctuate over time. Our Funds offer no return or performance guarantee and present a risk of capital loss. Before investing it is necessary to consult the Fund's KIID which is available on our website www.sycomore-am.com or upon request to SYCOMORE ASSET MANAGEMENT. Our Funds are aimed at all subscribers and may be used within unit-linked life insurance policies. Each Fund’s minimum investment horizon is stated in the Fund's prospectus. The amount that might be reasonably invested in our Funds depends on your personal situation. To determine this amount, you should consider your personal assets, your current and future financial needs, but also your willingness to accept risks or your wish to invest cautiously. It is also highly recommended that you sufficiently diversify your investments so as not to be exposed solely to the risks of our Funds. The Funds presented hereinafter are domiciled in France or Luxembourg and may not be authorised for sale in your country. Information relating to the country of registration appears on each Fund sheet. Units in our mutual funds (FCP), which are Foreign Public Funds within the meaning of Section 13 of the US Bank Holding Company Act, have not be recorded or declared to the US authorities under the 1933 US Securities Act. As a result, they cannot be offered for sale or sold, either directly or indirectly, in the United States or on behalf of or for the benefit of a US Person within the meaning of US regulations (Regulation S"). It is the responsibility in all cases of users of this website to ensure, beforehand, that their connection to this website and access to the information which it contains does not constitute a violation owing to their own legal position and in particular owing to applicable national law.
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Investors should note that any information available on this website is of a general nature and should not be construed as tailored to the individual needs and circumstances of each investor, and does not qualify as personalised investment recommendations or financial investment advice. The information available on this website is provided for information purposes only. SYCOMORE ASSET MANAGEMENT assumes no responsibility for an investment or divestment decision taken purely based on the information available on this website. We believe that the information provided on this website is reliable, but it should not be regarded as exhaustive. SYCOMORE AM reserves the right to amend its content at its sole discretion and without notice. If, despite the attention paid by SYCOMORE AM to the quality and updating of information available on this website, certain information proves to be incorrect or incomplete, SYCOMORE Asset Management will regularise the situation as soon as possible without however being held liable for any errors, omissions or imperfections noted. Where applicable, you may inform us of any imperfections noted using the following address: info@sycomore-am.com. Investors are reminded that past performance is not a reliable indicator of future results and may fluctuate over time. Our Funds offer no return or performance guarantee and present a risk of capital loss. Before investing it is necessary to consult the Fund's KIID which is available on our website www.sycomore-am.com or upon request to SYCOMORE ASSET MANAGEMENT. Our Funds are aimed at all subscribers and may be used within unit-linked life insurance policies. Each Fund’s minimum investment horizon is stated in the Fund's prospectus. The amount that might be reasonably invested in our Funds depends on your personal situation. To determine this amount, you should consider your personal assets, your current and future financial needs, but also your willingness to accept risks or your wish to invest cautiously. It is also highly recommended that you sufficiently diversify your investments so as not to be exposed solely to the risks of our Funds. The Funds presented hereinafter are domiciled in France or Luxembourg and may not be authorised for sale in your country. Information relating to the country of registration appears on each Fund sheet. Units in our mutual funds (FCP), which are Foreign Public Funds within the meaning of Section 13 of the US Bank Holding Company Act, have not be recorded or declared to the US authorities under the 1933 US Securities Act. As a result, they cannot be offered for sale or sold, either directly or indirectly, in the United States or on behalf of or for the benefit of a US Person within the meaning of US regulations (Regulation S"). It is the responsibility in all cases of users of this website to ensure, beforehand, that their connection to this website and access to the information which it contains does not constitute a violation owing to their own legal position and in particular owing to applicable national law.
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OurAPPROACHas responsible investors
Sycomore AM uses a responsible investment approach, founded upon unique research methodology, to analyse companies. Looking beyond, our teams also engage in dialogue with the companies included in our universe, with a view to helping them improve their practices.
Let us take you through this approach.
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SPICE, our model for fundamental analysis
A company can only create long-term sustainable value if this value is shared with all its stakeholders
Our fundamental analysis model, which we have called SPICE, is based on 80 qualitative or quantitative criteria structured around 5 stakeholder types. Our aim is to measure a company's ability to create value for each of its stakeholders, based on a thorough rating process. This step has a decisive impact on the risk premiums and target prices set by our team of fund manager-analysts, based on company valuations.
Suppliers & Society
Equity and transparency
- Risk management
- Responsibility
- Societal performance
...
People
Pleasant and stimulating work environment
- Organisation of human capital
- Employee feedback and surveys
- Happy@Work environment
...
Investors
Attractive return on capital
- Business model
- Governance
...
Clients
Differentiated products and/or services
- Marketing strategy
- Client satisfaction
...
Environment
Protection of ecosystems and development of natural capital
- Impact of business model
- Integration within company
- Mid and long-term risk management
...
SPICE
ESG Integration and SRI Labels
The SRI Label, initially awarded by Novethic and now government-approved, has been granted to our entire range of SRI funds. Furthermore, the Sycomore Eco Solutions Fund was the first to receive the EETC label (Energy and Ecological Transition for Climate Label), launched in 2016. Sycomore Sélection Crédit received the Austrian "Umweltzeichen" Label in recognition of the quality of its environmental approach.
- Sustainable Equities
- Thematic Equities
- Flexible Strategies
- Credit Crossover SRI
| Fonds | Intégration ESG | Label | |
|---|---|---|---|
| Sycomore Francecap | Intégration ESG | Label  | |
| Sycomore Sélection Responsable | Intégration ESG | Label    | |
| Sycomore Sélection Responsable (Luxembourg) | Intégration ESG | Label | |
| Sycomore Sélection PME | Intégration ESG | Label  | |
| Sycomore Sélection Midcap | Intégration ESG | Label |
| Fonds | Intégration ESG | Label | |
|---|---|---|---|
| Sycomore Shared Growth | Intégration ESG | Label | |
| Sycomore Happy @ Work | Intégration ESG | Label | |
| Sycomore Eco Solutions | Intégration ESG | Label  | |
| Sycomore Sustainable Tech | Intégration ESG | Label |
| Fonds | Intégration ESG | Label | |
|---|---|---|---|
| Sycomore Partners | Intégration ESG | ||
| Sycomore Allocation Patrimoine | Intégration ESG | ||
| Sycomore L/S Opportunities | Intégration ESG | ||
| Sycomore Next Generation |
| Fonds | Intégration ESG | Label | |
|---|---|---|---|
| Sycomore Sélection Crédit | Intégration ESG | Label |
Label ISR
The SRI Label aims to provide investors with improved visibility on SRI products, including the guarantee that the investment approach is founded upon robust methodologies, a high level of transparency, and quality information (Source: AFG).
Label Greenfin
The Greenfin Label guarantees that investments are used to fund the environmental and energy transition. From the investor's perspective, the Label ensures the transparency and quality of the funds' environmental characteristics, as audited by an expert and independent third-party (Source: Novethic).
Label Umweltzeichen
The Austrian "Umweltzeichen" Label is a green label awarded to funds exhibiting lower environmental impacts than their peers within the same fund category (source: labelinfo.ch).
Label Towards Sustainability
The Towards Sustainability label, created in 2019 by Febelfin, the Belgian Financial Sector Federation, aims to promote financial products with an embedded responsible investment approach, while creating a framework that instils a sense of trust for end-clients.
Label FNG
Le label FNG
Label Label Relance
Le label « Relance » permet aux épargnants et investisseurs professionnels d’identifier les organismes de placement collectifs (OPC) apportant une réponse aux besoins de financement des entreprises françaises, cotés ou non, et ainsi de mobiliser l’épargne pour la relance.
Our range of SRI strategies
Sycomore Sélection Crédit
Sycomore Happy @ Work
Sycomore Sustainable Tech
Sycomore Eco Solutions
Sycomore Shared Growth
Sycomore Sélection Responsable
Sycomore Francecap
Sycomore Sélection Responsable (Luxembourg)
Sycomore Sélection PME
Sycomore Sélection Midcap
Sycomore Next Generation
Our stock selection process
Our commitments
Member of the UN Principles for Responsible Investment since 2010, signatory of the Carbon Disclosure Project since 2013 and of the Montreal Carbon Pledge since 2005, we also joined the "Global Impact Investing Network" at the end of 2016. Beyond the active part we take in these Responsible Investing landmarks, Sycomore AM also initiates its own industry events.
Our ESG research material
- ESG Integration Policy
- Sycomore AM - An alignment with SFDR regulation
- Sycomore AM - Human Rights Policy
- Societal Capital Strategy
- Voting policy
- Engagement Policy
- Exclusion policy
- Sycomore AM – 2017 Responsible investor report, Art. 173
- Sycomore AM – 2018 Responsible investor report, Art. 173
- Sycomore AM – 2019 Responsible investor report, Art. 173
- ESG Performance Reports 2016
- ESG performance reporting protocol_v3
- Sycomore Ec Solutions - Sycoway as an Investor 2018, Art. 173
- Sycomore Ec Solutions - Sycoway as an Investor 2019, Art. 173
- Sycomore Francecap - Sycoway as an Investor 2018, Art. 173
- Sycomore Francecap - Sycoway as an Investor 2018, Art. 173
- Sycomore Allocation Patrimoine - Sycoway as an Investor 2018, Art. 173
- Sycomore Allocation Patrimoine - Sycoway as an Investor 2019, Art. 173
- Sycomore Long Short Opportunities - Sycoway as an Investor 2018, Art. 173
- Sycomore Long Short Opportunities - Sycoway as an Investor 2019, Art. 173
- Sycomore Partners - Sycoway as an Investor 2018, Art. 173
- Sycomore Partners - Sycoway as an Investor 2019, Art. 173
- Sycomore Sélection Responsable - Sycoway as an Investor 2018, Art. 173
- Sycomore Sélection Responsable - Sycoway as an Investor 2019, Art. 173
- Sycomore Shared Growth - Sycoway as an Investor 2018, Art. 173
- Sycomore Shared Growth - Sycoway as an Investor 2019, Art. 173
- Sycomore Happy@Work - Sycoway as an Investor 2018, Art. 173
- Sycomore Happy@Work - Sycoway as an Investor 2019, Art. 173
- Sycomore Sélection Crédit- Sycoway as an Investor 2018, Art. 173
- Sycomore Sélection Crédit- Sycoway as an Investor 2019, Art. 173
- Natural Capital Strategy
- Human Capital Strategy
- PRI Transparency Report 2018
- PRI Transparency Report 2019
- PRI Transparency Report 2020
- AFG-FIR-Eurosif Transparency Code – Sycomore Sélection Crédit & Sycomore Next Generation
- AFG-FIR-Eurosif Transparency Code – SRI equity funds
- Proxy voting report 2018
- Proxy voting report 2019
- Proxy voting report 2020
- Sycomore AM - Sycoway as a company 2017
- Sycomore AM - Sycoway as a company 2018
- Sycomore AM - Sycoway as a company 2019
- The Good Jobs Rating, Methodology Paper
- Responsible Tech Charter
