What the Project Is
Sycomore AM is a specialized asset manager with a clear focus on socially responsible investing and sustainable growth. Founded in 2001, its purpose is to develop an economy that is more sustainable and more inclusive. The organization’s mission is to give a human dimension to investment, aiming to generate positive impacts for its stakeholders. This project, set within the investment advising industry, embraces principles of sri and esg best practices, applying a commitment to sustainability that resonates with both the market and society at large. With a bcorp score of 90.1, Sycomore AM’s endeavors reflect an approach that is not only systematic but also deeply ethical… It’s all about pushing boundaries while keeping business grounded in real-world concerns.
Main Benefit
- Bcorp score of: 90.1
- Founded in 2001, with extensive experience in asset management
- Operates as part of Generali Investments in more than 20 countries
- Employs a proprietary fundamental analysis model for sustainable growth
- Structured investment strategies to support both long-term growth and the real economy
Investment Strategies and Approach
The project’s active and conviction-driven approach is built upon a proprietary fundamental analysis model that identifies sustainable growth levers across various sectors. It is structured around four distinct strategies: Thematic, Multi-themed, Flexible, and Credit. Each strategy holds its unique role in addressing environmental and social issues while supporting corporate bonds and public markets. The strategies are not only designed to appeal to investors looking for financial returns, but also to those who prioritize social responsibility. There is an inherent dynamism here, a blend of rigorous analytical methods and a deep understanding of market trends, all geared toward capitalizing on long-term value drivers.
Our Investment Funds
The project features a diverse suite of funds aimed at different investment horizons and objectives. The Thematic fund focuses on solutions to environmental and social issues acting as long-term growth drivers, while the Multi-themed fund employs a dynamic active approach to identify multiple growth levers simultaneously. The Flexible fund is dedicated to supporting the real economy by investing in corporate bonds across the entire credit rating spectrum, providing liquidity and stability in challenging market conditions. Meanwhile, the Credit fund echoes this commitment by targeting corporate bonds with a broad credit rating spectrum. These funds underscore a commitment to socially responsible investing, infusing a human touch into investment decisions by considering sustainability at every juncture.
An Engaged and Responsible Investor
Sycomore AM positions itself as not only a strategic asset manager but also a company deeply engaged in societal progress. Its mission is to push back boundaries and drive progress through continuous dialogue with all of its stakeholders, making it an active pioneer in the field of socially responsible investing. The company’s approach is both innovative and ethical, striving to influence companies to transform in order to address major societal and environmental challenges. Investment decisions, therefore, are not made in isolation; they are interlinked with a broader vision of creating long-lasting, positive reality for wider communities and the ecosystems in which they operate.
Sycomore AM’s Track Record and Industry Influence
Over the years, the project’s history has been etched with milestones that underline its commitment to both innovation and responsibility. Being part of the Generali Group, Sycomore AM taps into a wealth of expertise and has access to a platform that spans more than 20 countries. This network and experience translate into distinctive strategies in both public and private markets. The influence of the project is felt not only in its investment choices but also in its encouragement for companies to adopt sustainable practices. Through a dialogue-based approach, the project supports transformational change within businesses, helping them navigate economic uncertainties while meeting evolving societal demands. The integration of expert insights and a dynamic strategy has made this asset manager a trusted name in the field of sri.
Project Impact
- SDG 8: Decent Work and Economic Growth – By offering access to innovative investments that generate sustainable job creation.
- SDG 9: Industry, Innovation and Infrastructure – Through the deployment of cutting-edge financial models that support market innovation.
- SDG 10: Reduced Inequalities – By promoting an inclusive economic model that encourages positive impacts for all stakeholders.
- SDG 12: Responsible Consumption and Production – With funds that target companies transforming towards more sustainable practices.
- SDG 13: Climate Action – Via investments and strategies focused on mitigating environmental challenges.
Future Outlook and Strategic Relevance
Looking ahead, this project remains poised to enhance the landscape of sustainable investing. The commitment to a conviction-driven approach, combined with a diversified portfolio, supports long-term growth by adapting to fluctuations in market conditions without losing sight of its ethical core. The integration of sustainable practices and active dialogue with stakeholders indicates that this asset manager is not just reacting to market demands but is actively shaping trends in socially responsible investing. With a strong foundation and a forward-thinking strategy, Sycomore AM continues to advocate for a world where financial success and social progress go hand-in-hand… The future appears not only commercially promising but equally rich in values that prioritize lasting, positive impacts.
