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Bradesco Asset Management

PRI reporting framework 2017

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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 for Responsible Investment
        

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]

The Policy objecive is to guide the observance of environmental, social and corporate governance (ESG[1]) questions in the company’s investment decision process, given its fiduciary duty and potential impact on the performance of the managed assets.

ESG questions are considered transversal to the asset analysis and management process, from the perspective of assessing risks relevant to the short, medium and long-term performance and identification of business opportunities/competitive advantages.

The guidelines described in the following sections consider, among other aspects, the following:

  • Legal compliance
  • Situations of corruption and conflicts of interest
  • Transparency and accountability
  • Respect for human and labor rights
  • Impact on the environment and climate change

 


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 BRAM manual details structures and the compliance policy of the Chinese wall (http://www.bcb.gov.br/pre/normativos/res/1997/pdf/res_2451_v1_O.pdf)  in line with the code of conduct of the financial institution as a whole. The compliance of the manager to its fiduciary duty is translated into good management practices, determines the image of the institution to the market and its long-term success. Being part of a retail bank, we highlight the practices of Chinese wall, which results in complete and absolute separation between the resources and interests of the administrator on the one hand, and the resources and interests of investors, on the other.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios

04.1. Indicate if your organisation has a process for identifying and managing incidents that occur within portfolio companies.

04.2. Describe your process on managing incidents

          
        

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