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Itaú Asset Management

PRI reporting framework 2017

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Gateway asset class implementation indicators

OO 10. RI activities for listed equities

10.1. Select the direct or indirect ESG incorporation activities your organisation implemented for listed equities in the reporting year.

10.2. Select the direct or indirect engagement activities your organisation implemented for listed equity in the reporting year.

10.3. Select the direct or indirect voting activities your organisation implemented for listed equity in the reporting year


OO 11. RI activities in other asset classes

11.1. Select the internally managed asset classes in which you addressed ESG incorporation into your investment decisions and/or your active ownership practices (during the reporting year).

11.3. Additional information. [Optional]

Fixed Income - SSA: due to regulatory reasons, most of our funds may only invest in Brazil's government bonds, thus making it harder to incorporate ESG to this asset class. IAM has developed, though, an assessment of ESG issues to which Brazil, as a country, is exposed and may affect its macroeconomic prospects. 

Hedge Funds: managers of this asset class have access to the same proprietary ESG research on corporate and financial issuers as their colleagues in fixed income and listed equities. The incorporation of ESG in decision making for hedge funds, though, is voluntary at the portfolio manager's discretion. 


OO 12. Modules and sections required to complete

You will need to make a selection in OO 12.1 only if you have any voluntary modules that you can choose to report on.

12.1. Select from below any additional applicable modules or sections you would like to report on voluntarily. You are only required to report on asset classes that represent 10% or more of your AUM.

Core modules

RI implementation directly or via service providers

Direct - Listed Equity incorporation

Direct - Listed Equity active ownership

Direct - Fixed Income

Closing module

12.2. Additional information. [Optional]

Fixed Income - Financial and Corporate are managed as part of the same strategies. We have developed a proprietary ESG research method for this asset class in 2014 and will report it in the Fixed Income - Corporate module. 


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