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- Pictet ReGeneration Fund
| Fund Name | SRI Style | Product | Region | Asset Type | Launch Date |  |
|---|---|---|---|---|---|---|
 Pictet ReGeneration Fund |
Sustainable Style | SICAV/Offshore | Global | Equity | 28/02/2023 | |
Fund Size: £23.00m Total screened & themed / SRI assets: £49415.00 Total Responsible Ownership assets: £174795.00 Total assets under management: £224615.00 As at: 31/07/24 Contact: lrichards@pictet.com |
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OverviewAwaiting update from manager (August 2024)
Today, most economic activities generate negative impacts on the planet resulting in a dramatic loss in biodiversity. Biodiversity is essential to sustain life on our planet with approximately half of the world’s GDP highly or moderately dependent on nature and its services. Global interest and awareness in biodiversity loss is increasing and the issue’s urgency led to the rise of ‘green and sustainable’ policies, laws and regulations along with global commitments and initiatives in recent years.
This calls for the need to shift away from an extractive economy, and transition beyond a sustainable economy towards planetary restoration achieved via social empowerment. Our ReGeneration strategy targets capital appreciation by investing in companies who seek to transition or help the transition towards a circular and regenerative economy. We invest in companies that sit within the safe operating space of the Planetary Boundaries framework – companies that adopt measures to support the effort of restoring biodiversity, protect the environment and helping to strengthen our social foundation. |
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FiltersFund information |
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PolicyThe ReGeneration strategy aims to invest in stocks with the strongest environmental credentials that are actively involved in reversing ecological damage, increasing resource efficiency, investing in newer materials, disrupting traditional business models, and gearing towards ReGeneration. For this purpose, we use a scientific, rules-based framework, which takes a comprehensive approach to measuring the environmental impact of companies’ activities. The fund focuses on the following areas:
The companies’ business models must pose no significant environmental or social harm while creating solutions towards creating a circular economy, mitigating and restoring biodiversity loss as well as enabling social and economic inclusions. driving & benefitting from development of environmental solutions. |
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ProcessStep 1: We use a framework that integrates social considerations to screen the world equities market to define an opportunity set comprising of companies that operate within a safe operating space that do no significant environmental and social harm.
Step 2: We narrow down the opportunity set identifying companies that are meeting regenerative principles. This includes a forward-looking dimension identifying companies where environmental and social solutions are likely to grow further as drivers of revenue.
Step 3: We assess the stocks “theme factor” which consider companies’ thematic purity, liquidity and volatility.
Step 4: The final portfolio weight of a stock reflects rigorous fundamental analysis of its “theme factor”, “company factor” (i.e., competitive advantage, management quality, financial attractiveness) and “portfolio construction factor” (i.e., factor risks, industry risks, macro risks, ESG uncertainty).
In our investment process, we use external data (e.g., Sustainalytics, CFRA, RepRisk) and internal resources (e.g., Advisory Board, company visits) |
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Resources, Affiliations & Corporate StrategiesPictet Asset Management has a dedicated ESG Team which leads and co-ordinates implementation of our responsible investment policy, including ESG integration in investment processes, ownership practices, risk management and reporting tools. The ESG Team reports directly to Sébastien Eisinger, Managing Partner Pictet Group, Co-CEO Pictet Asset Management and Head of Investments. Key responsibilities include: Investments
Active Ownership
Pictet Asset Management has been a signatory of the UNPRI since 2007. In addition, Pictet Asset Management actively participates in several investor initiatives aimed at sharing best practices between asset managers and owners and encouraging corporate disclosure on ESG issues. We are notably involved in the IIGCC (Institutional Investors Group on Climate Change), SSF (Swiss Sustainable Finance) and similar organisation in the UK, Germany and Spain.
Pictet Group and / or Pictet Asset Management supports and actively participates in international and national initiatives, organisations and partnerships including the below (which indicates Pictet’s involvement, year joined and key areas of focus) :
Source: Pictet Asset Management, [April 2023]
Other industry associations:
Furthermore, Pictet, together with Swiss Sustainable Finance, was leading an initiative to put pressure on index providers to remove controversial weapon manufacturers from mainstream indices. The initiative, launched in August 2018, secured the backing of 174 signatories controlling over USD 9.7 trillion and including international asset owners and managers (as of January 2020). This initiative has now been closed due to inclusion of controversial weapons exposure disclosures in draft RTS and EU Benchmarking regulation.
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LiteratureLast amended: 25/01/24 10:47 |
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05/11/2025