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Sycomore Francecap 2018 RE SYCOWAY PORT AS AN INVESTOR OUR APPROACH AS RESPONSIBLE INVESTORS SYCOMORE FRANCECAP Report published of June 30th 2019 pertaining to the Sycomore Francecap fund and compliant with the requirements of Article 173-VI of law n°2015-992 of August 17th 2015 on the “energy transition for green growth” for 2018. This report concerns the Sycomore Francecap fund, a fund with systematic sustainable INTR development integration additional sustainable development screens. It should be read together with Sycomore AM’s Sycoway as an Investor report. This publication provides details on the sustainable development criteria embedded within the fund’s ODU investment process and on the sustainable development performance of our investments of December 31th 2018. It is compliant with Article 173-VI of law n°2015-992 of CTI August 17th 2015 on the “energy transition for green growth”. For more information on the methods and resources used for the sustainable development-driven analysis of ION the companies that make up our investment universe, please consult Sycomore AM’s Sycoway as an Investor report. Sustainable development performance of 01 SYCOMORE FRANCECAP Sycomore Francecap is a fund that systematically includes SPICE sustainable development considerations based on our fundamental corporate analysis model. Note however that stocks are not selected for the portfolio using sustainable development VO criteria, meaning that no additional sustainable development screening is conducted to reduce the fund’s investment universe. We assess the sustainable development performance of our TI investments using our fundamental analysis model, SPICE(1). As of December 31st 2018, the weighted SPICE ratings of investments held in the Sycomore Francecap fund are comparable to those NG of 2017 and close to the benchmark. 2017 2018 3,4 3,4 S P I C E 3,4 3,4 3,5 3,4 Governance 3,5 3,4 3,4 3,3 People 3,2 3,3 3,3 3,1 Society & Suppliers 2,8 2,7 3,3 3,3 Environment 3,2 3,2 Sycomore Francecap CAC All-Tradable NR The ratings on the G, P, S and E pillars have declined considerably. The fund has no ESG-related selection criteria and as a result, the quality of the portfolio can vary according to the team’s investment choices. SYCOMORE FRANCECAP 2018 SPICE for Society & Suppliers, People, Investors, Clients and Environment. For more information on our fundamental analysis model, please consult 2 REPORT our ESG Integration Policy, available on our website. The ENVIRONMENTAL ASSESSMENT We assess the alignment of our investments with the environmental and energy transition through the Net NEC st Environmental Contribution®. As of December 31 2018, the NEC(1) of Sycomore Francecap stood at +2% vs. -3% for the CAC All Tradable NR. NET ENVIRONMENTAL CONTRIBUTION 2017 (2) 4% 2018 (3) Sycomore 2% Francecap CAC -100% All Tradable NR 100% -1% (2) 2017 -3% (3) 2018 Our ENGAGEMENT and VOTING 02 at Shareholders’ Meetings Engaging with companies is a key tenet of our role as investors: DIA Meeting the management and conducting on-site company visits are particularly important aspects of our research effort. Our objective is to gain a deep LO understanding of the company based on the realities of its operations and the vision of its executives. When voting at shareholders’ meetings, we discuss our GUE voting intentions with the companies concerned and inform them of our policy and of the best practices we wish to promote. We also physically attend some of the shareholders’ meetings. These exchanges enable us to recommend and discuss best practices, notably in areas of governance, human rights or on social, societal and environmental issues. We encourage companies to integrate these challenges as a core strategic axis, and to improve transparency on the means in place and the results achieved. For more information, please read our Engagement Policy. (1) Net Environmental Contribution®: developed by Sycomore AM in partnership with I Care&Consult and Quantis, the NEC measures the extent to which SYCOMORE FRANCECAP 2018 a company’s business model is aligned with the environmental and energy transition and global warming targets, business by business. For more information, please consult our Natural Capital Strategy available on our Responsible Approach page. 3 REPORT (2) NEC ß clculated by Sycomore AM, I Care&Consult and Quantis on the basis of 2016 and 2017 data. (3) NEC 1.0 calculated by Sycomore AM, I Care&Consult and Quantis on the basis of 2017 and 2018 data. Our ENGAGEMENT and VOTING 02 at Shareholders’ Meetings Our In 2018, we formally engaged with 30 portfolio companies in the portfolio as of December 31st 2018 (see breakdown below) having identified 78 areas for improvement. 43 of ENG these were directly related to corporate governance (the I pillar in our SPICE analysis). In the majority of cases, this engagement process takes place ahead of the shareholder AG meetings – a period that is particularly suited to holding these discussions with companies. E EME S C 5% 1% 17% Society NT S & Suppliers initiatives P People P 22% I Investors C Clients I E Environment 55% 17% of the areas earmarked for improvement in 2018 dealt with human capital issues. As an example, we conducted a specific meeting with Korian on the theme of gender equality in the workplace. With an 82% feminization rate at company level, 45% at management level and 25% at Executive Committee level, the challenge for Korian is to identify and promote female talents in order to make progress on the road to gender parity at the highest echelons of the company. The group is currently deploying a new skill management tool and will launch an intra-group women’s network in 2019, a project supported by the Managing Director, Sophie Boissard. One of the group’s HR priorities is the prevention of psychosocial risks, a major issue within the industry and directly related to the promotion of women. Korian is also among the founding partners of a support network committed to fighting violence against women; it has already set up a help hotline and an emergency child care system, and plans to improve its communication on these initiatives which remain under-used. We also engaged with Mediawan on several governance-related areas earmarked for improvement, with a view to bringing directors mandates down from 6 to 4 years and improving transparency within the company’s compensation report. Our engagement initiatives, which cover the full spectrum of Sycomore AM’s investment universe, are discussed in more detail in Sycomore AM’s Sycoway as an Investor report. In 2018, these initiatives covered the themes of diversity, responsible taxation and the moderation of executive pay, in particular. The list of companies we engaged with on behalf of the Sycomore Francecap fund is shown in Appendix. SYCOMORE FRANCECAP 2018 4 REPORT Our ENGAGEMENT and VOTING 02 at Shareholders’ Meetings OUR VOTING AT SHAREHOLDERS’ MEETINGS We actively vote in the shareholders’ meetings of all portfolio companies. In 2018, we voted at 94% of the shareholder meetings held for portfolio companies: On On the appointments executive 78 83% of directors compensation shareholders’ of shareholders’ 22% meetings, or meetings with at least of votes against 1647 resolutions one vote against or abstentions 15% 28% or abstention votes against votes against /abstentions /abstentions We did not exercise our voting rights in the following circumstances: the stocks in question were sold prior to the meeting; the shareholder meeting required share blocking for the period ranging from the registration of stocks to the effective vote; or an exceptional technical dysfunction occurred during the transfer of voting instructions. Ahead of the 2019 shareholder meetings, we have developed solutions designed to limit the risk of a technical dysfunction. Our Voting Policy and 2018 Proxy Voting Report are available on our website. SYCOMORE FRANCECAP 2018 5 REPORT LIST OF SYCOMORE FRANCECAP COMPANIES Appendix TO WHICH WE RECOMMENDED AREAS FOR IMPROVEMENT IN 2018 Society Entreprises & Suppliers People Investors Clients Environment Axa 1 Burelle 1 Crédit Agricole 1 Danone 1 Devoteam 1 Elis 2 3 EssilorLuxottica 3 2 FNAC 3 3 1 1 3 Iliad 4 5 Ingenico 2 1 Korian 2 2 Legrand 1 Locindus 1 Maisons du Monde 2 Mediawan 3 Renault 1 2 Rexel 1 Sanofi 1 3 Schneider 1 1 SCOR 2 Seb 1 Soitec 2 Solutions30 1 Sopra-Steria 2 Stef Tfe 1 1 Technicolor 2 Terreïs 2 Total 2 Voltalia 3 SYCOMORE FRANCECAP 2018 6 REPORT 14 AVENUE HOCHE - 75008 PARIS - WWW.SYCOMORE-AM.COM.
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