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Forluz (Delisted)

PRI reporting framework 2017

You are in Strategy and Governance » Investment policy

Investment policy

SG 01. RI policy and coverage

New selection options have been added to this indicator. Please review your prefilled responses carefully.

01.1. Indicate if you have an investment policy that covers your responsible investment approach.

01.2. Indicate the components/types and coverage of your policy.

Select all that apply

Policy components/types

Coverage by AUM

01.4. Indicate what norms you have used to develop your investment policy that covers your responsible investment approach.

other (1) description

          Principles of social and environmental responsibility
        

01.6. Provide a brief description of the key elements, any variations or exceptions to your investment policy that covers your responsible investment approach. [Optional]


SG 02. Publicly available RI policy or guidance documents

New selection options have been added to this indicator. Please review your prefilled responses carefully.

02.1. Indicate which of your investment policy documents (if any) are publicly available. Provide a URL and an attachment of the document.

URL/Attachment

02.4. Additional information [Optional].


SG 03. Conflicts of interest

03.1. Indicate if your organisation has a policy on managing potential conflicts of interest in the investment process.

03.2. Describe your policy on managing potential conflicts of interest in the investment process.

The Investment Policy defines what is considered a conflict of interest: the possibility of contracting under conditions other than commutativity and independence, practiced
In the market, considering that if the same transaction were carried out with unrelated parties, a business could be entered into more favorable to the interests of the entity. In this way, there will be no conflict in contracted operations: within the limits of the legislation, in line with reference prices and market practices and obeying the internal procedures of the foundation applicable to other processes of the same nature and conditions established in the Corporate Governance Manual. In cases where there are doubts, the Foundation may consult and base its operations with related parties on the ABRASCA Code of Self-Regulation and Good Practices of Publicly-held Companies, issued by the Brazilian Association of Publicly-Held Companies ("ABRASCA Code").

The Risk Advisory Unit should classify investment funds as regards management quality, assessing the tradition and credibility of the institutions, their management and risks and their policies of conduct and administration of conflicts of interest, ensuring that they are observed in their discretionary management , Return risk analysis standards compatible with those used by Forluz in its own management.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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