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Bradesco Asset Management

PRI reporting framework 2017

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You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes » (A) Implementation: Screening

(A) Implementation: Screening

LEI 06. Types of screening applied

06.1. Indicate and describe the type of screening you apply to your internally managed active listed equities.

Type of screening

Screened by

Description

For sustainability/governance equity funds, there is a screening process based on the inclusion of companies in the Brazilian Stock Market Sustainability Index (ISE) and differentiated levels of corporate governance practices (Nível I, Nível II and Novo Mercado)

06.2. Describe how the screening criteria are established, how often the criteria are reviewed and how you notify clients and/or beneficiaries when changes are made.

ESG criteria for positive screening is based on recognized benchmarks for sustainability (the Brazilian Corporate Sustainability Index) and corporate governance (differentiated corporate governance levels stated by the Brazilian Stock Exchange). These are criteria widely used by the Brazilian investment industry, and are also combined with specific ESG criteria developed by BRAM in sectorial methodologies.


LEI 07. Processes to ensure screening is based on robust analysis

07.1. Indicate which processes your organisation uses to ensure screening is based on robust analysis.

07.2. Additional information. [Optional]

BRAM's ESG research provider has developed a methodology that is validated by our research team annualy. The material provided includes not only the ESG rating for listed equities, but also a raw database with all sources and justifications for each company, that is presented and discussed with mainstream research analysts to be considered into their recommendations.


LEI 08. Processes to ensure fund criteria are not breached (Private)


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