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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 » (C) Implementation: Integration of ESG issues

(C) Implementation: Integration of ESG issues

LEI 10. Review ESG issues while researching companies/sectors

10.1. Indicate if E, S and G issues are reviewed while researching companies and/or sectors in active strategies.

ESG issues

Coverage/extent of review on these issues

Environmental

Environmental

Social

Social

Corporate Governance

Corporate Governance

10.2. Additional information. [Optional]

ESG research is applicable to all our invested companies, with specific methodologies that consider general issues and ESG topics specific to their industry.


LEI 11. Processes to ensure integration is based on robust analysis (Private)


LEI 12. Aspects of analysis ESG information is integrated into

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

12.1. Indicate which aspects of investment analysis you integrate ESG information into.

12.2a. Indicate which methods are part of your process to integrate ESG information into fair value/fundamental analysis and/or portfolio construction.

12.3. Describe how you integrate ESG information into portfolio construction

ESG ratings are part of the research stock guide, that is considered by analysts to make recommendations to portfolio managers. Apart from that, there is a pilot project to monitor ESG ratings of equity portfolios, which startes in 2016.

12.4a. Describe the methods you have used to adjust the income forecast / valuation tool

As ESG ratings is integrated to BRAM's stock guide, analysts consider potential risks and differentiated performances to influence discount rates and beta, when applicable

12.2b. Indicate which methods are part of your process to integrate ESG information into fair value/fundamental analysis and/or portfolio construction.

12.4b. Describe the methods you have used to adjust the income forecast / valuation tool

ESG ratings are part of the research stock guide, that is considered by analysts to make recommendations to portfolio managers. Apart from that, there is a pilot project monitoring ESG ratings of equity portfolios, which started in 2016.

12.5. Additional information.


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