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BB DTVM

PRI reporting framework 2019

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. Describe your organisation’s investment principles and overall investment strategy, interpretation of fiduciary (or equivalent) duties,and how they consider ESG factors and real economy impact.

BB DTVM acts in social and environmental responsibilities according to the guidelines, laws and laws that govern the subject.
We adopt and disseminate basic principles on a social and environmental basis, considering:
• ethics, the promotion of human rights, fundamental rights at work, the environment and sustainable development and the contribution to the universalization of social rights and citizenship;
• respect and appreciation of diversity and equity in relationships;
• a contribution so that the potential of workers and other people can be used by society;
• stimulating, disseminating and implementing sustainable development practices; a continuous improvement of our socio-environmental performance;
• the development of actions aimed at eco-efficiency and the prevention of pollution and carbon emissions in products, services and processes, as well as the zeal for the disposal of waste generated.
• support for initiatives aimed at reducing the emission or stabilization of the concentration of greenhouse gases in the atmosphere.

01.5. Provide a brief description of the key elements, any variations or exceptions to your investment policy that covers your responsible investment approach. [Optional]


BB DTVM evaluates the combination of financial and corporate governance returns with the principles of ESG (Environmental, Social and Corporate Governance) seeking to align the interests based on the tripple bottom line, that is, Environment, Financial and Social.
As a way to deepen the aspects related to ESG, BB DTVM developed its own methodology for evaluating the sustainability of the companies within its coverage framework.
 
For variable income assets, a ranking is drawn up with the best placed companies, influencing the various stock allocation strategies. For private credit operations, the ASG aspects make up a qualitative and quantitative rule that influences decision making, which may imply objecting to the credit limit, reducing or increasing the limit.
 
Evaluations are made available to managers so that they can apply practices that favor the integration of environmental, social and corporate governance issues.
 

01.6. Additional information [Optional].

          
        
I confirm I have read and understood the Accountability tab for SG 01 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

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

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

02.3. Additional information [Optional].

Ethical Code:

http://www.bb.com.br/docs/pub/siteEsp/sitedtvm/dwn/CodigodeEticaBB.pdf?codigoMenu=4484&codigoRet=4492&bread=2_6

AML Policy:

http://www.bb.com.br/docs/pub/siteEsp/sitedtvm/dwn/politicapcldftc.pdf


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.

Potential conflicts are dealt with in Proxy Voting Policy, and when they occur, the matter is forwarded to the Committee relevant and subsequently to the Executive Board, so that the voting instructions to be given taking into account the result to be achieved reflects the best possible result for investors.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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