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Claritas Administração de Recursos LTDA

PRI reporting framework 2019

Export Public Responses

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SG 01. RI policy and coverage


01.1. 責任投資アプローチをカバーする投資ポリシーを策定しているかどうかを明示してください。

01.2. ポリシーの構成要素/種類と対象範囲を示してください。


01.3. 投資ポリシーが以下のどの項目をカバーしているか明示して下さい:

01.4. 組織の投資原則および全体の投資戦略、受託者義務(または同等のもの)の解釈、ならびに、ESGファクターおよび実体経済の影響をどのように考慮に入れているかについて説明してください。

The ESG questions are evaluated on a qualitative basis, duting the analysis of the companies. The team reads official documents such as referrence reports, has contact with Senior Management and collects information with providers. Once this analysis is concluded, this can reflect in a higher discount or a potential contingency that needs to reflected in the company´s valuation.

01.5. 責任投資アプローチをカバーする組織の投資ポリシーの重要な構成要素、バリエーション、例外事項を簡潔に説明してください。[任意]

The company, as a PRI signatary, takes into considerartion in the assessment process the social/environmental conditions. The abalysis is divided in 3 parts: 9I) qualitative aspects, (ii) valuation and (iii) catalysers.

01.6. 補足情報 [任意]

下記を読み理解しました I confirm I have read and understood the Accountability tab for SG 01

SG 01 CC. Climate risk (Not Applicable)

SG 02. Publicly available RI policy or guidance documents (Not Completed)

SG 03. Conflicts of interest

03.1. 組織として、投資プロセスにおける潜在的な利益相反を管理するポリシーを策定しているかどうかについて明示して下さい。

03.2. 投資プロセスにおける潜在的な利益相反を管理するポリシーについて説明してください。

Claritas’ performance is based on transparency with clients, ethics, compliance with legislation, and segregation of commercial and operational activities in order to avoid conflicts of interest.  If any conflict of interest is verified, Claritas will not exercise the right to vote at general meetings of the companies issuing the assets held by the funds.  Exceptionally, Claritas may exercise the right to vote in a situation of a conflict of interest, provided that it gives notice to the shareholders of the content and a brief explanation of the vote.

The management team, under the responsibility of CIO, performs the control and execution of this policy and coordinates the decision, registration, and formalization of exercise voting rights on behalf of funds managed by managers.

03.3. 補足情報 [任意]

SG 04. Identifying incidents occurring within portfolios (Private)