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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. 組織内でアクティブ運用している上場株式に適用するスクリーニングの種類を記載し、説明してください。




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. スクリーニング基準の設定方法、基準の見直し頻度、基準の変更を顧客や受益者に通知する方法について説明してください。

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. スクリーニングが徹底した分析に基づいていることを確実にするために、組織が使用しているプロセスを選択してください。

07.2. 補足情報。 [任意]

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)