This report shows public data only. Is this your organisation? If so, login here to view your full report.

PREVI - Caixa de Previdência dos Funcionários do Banco do Brasil

PRI reporting framework 2017

You are in Strategy and Governance » Investment policy

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

01.3. Indicate if the investment policy covers any of the following

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
        

other (2) description

          Previ Code of Corporate Governance Practices
        

other (3) description

          Guides for Best Practices in Pension Funds
        

01.5. Describe your organisation’s investment principles, and overall investment strategy, and how they consider ESG factors and real economy impact.

In the management of assets and in the conduct of new businesses might be observed the following aspects and limits :
ESG - Privileging investments that stand out for the adoption of the best practices of corporate governance and for actions of socio-environmental and ethical responsibility, in accordance with the PRI and with the Previ Code of Corporate Governance Practices;

PREVI accepts the idea that the adoption of socio-environmental responsibility practices may imply the rejection of seemingly profitable opportunities when they represent a risk to the environment (social, natural and economic) in which it operates. Long-term sustainable results and gains in maintaining a healthy environment outweigh the eventual refusal of apparent opportunities;

In internal investment decision-making processes, consider sustainability issues in the design, implementation, and strengthening of your management practices in order to:

A) Include socio-environmental aspects in the analysis and selection of investments, highlighting the introduction of variables that consider the general principles of RSA;

B) Promote the development of technical staff to be better qualified for ESG analysis;

C) To promote the development and research for the improvement of the technical staff in Sustainable investment issues;

D) Apply and promote the principles of best corporate governance.

 

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]


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

URL/Attachment

URL/Attachment

URL/Attachment

URL/Attachment

URL/Attachment

02.2. Indicate if any of your investment policy components are publicly available. Provide URL and an attachment of the document.

02.3. Indicate if your organisation’s investment principles, and overall investment strategy is publicly available

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.

PREVI's statute establishes that the investment planning process is conducted by an area managed by an elected representative of the associates, while the investment execution process is under the responsibility of another area, managed by a director representative of Banco do Brasil (PREVI's sponsor).

Also, PREVI has a Code of Corporate Governance Practices that covers this subject, and the Investment Policy supports good practices by punctuating the use of ESG principles in the management.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


Top