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Bradesco Asset Management

PRI reporting framework 2017

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Objectives and strategies

SG 05. RI goals and objectives

05.1. Indicate if and how frequently your organisation sets and reviews objectives for its responsible investment activities.

05.2. Additional information. [Optional]

Our Responsible Investment process is reviewed annually with the CEO and Heads of Portfolio Managers, Research and Quality teams. There are specific goals and targets regarding ESG research, integration to the portfolio management activities, training of our internal teams and engagement of investment companies and partners within the investment industry.


SG 06. Main goals/objectives this year

06.1. List the main responsible investment objectives that your organisation set for the reporting year.

Responsible investment processes

Key performance indicator

          Percentage of Research team
        

Progress achieved

100%

Key performance indicator

          1) Update the BRAM's website
2) Increase internal communication
3) Increase our participations on external ESG events
        

Progress achieved

1) 100%

2) 100% - frequent notes on Bradesco's internal newsletter

3) 100% - Coordination of the ESG Practices Working Group of the PRI Brazil; Speaker on 3rd LATAM ESG 2016 between Apimec and EFFAS organization; Recognation from ALAS20 Responsible Investment Leadership in Latin America.

Key performance indicator

          Percentage of companies engaged
        

Progress achieved

100% - all the invested companies were engaged regarding ESG best practices

Key performance indicator

          ESG rating monitoring
        

Progress achieved

100% - we monitor monthly the ESG rating of our portfolios 

Financial performance of investments

ESG characteristics of investments

Key performance indicator

          ESG rating monitoring
        

Progress achieved

100% - we monitor monthly the ESG rating of our portfolios 

Other activities

Key performance indicator

          Increase our participation on ESG events
        

Progress achieved

100% - Coordination of the ESG Practices Working Group of the PRI Brazil; Speaker on 3rd LATAM ESG 2016 between Apimec and EFFAS organization; Recognition from ALAS20 Responsible Investment Leadership in Latin America.

Key performance indicator

          Increase brokers participation on ESG initiative
        

Progress achieved

100% - engagement with the brokers to integrate ESG into financial analysis

06.2. Additional information.


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