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Banco BTG Pactual S.A.

PRI reporting framework 2019

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Organisational Overview
Basic information [OO 01 - 09] Asset class implementation gateway indicators [OO 10 - 12] Peering questions [OO LE 01 - HF 01]
Strategy and Governance
Investment policy [SG 01 - 04] Objectives and strategies [SG 05 - 06] Governance and human resources [SG 07 - 08] Promoting responsible investment [SG 09 - 11] Outsourcing to fiduciary managers and investment consultants [SG 12] ESG issues in asset allocation [SG 13 - 15] Asset class implementation not reported in other modules [SG 16 - 17] Innovation [SG 18] Communication [SG 19]
Direct - Listed Equity Incorporation
Direct - Listed Equity Active Ownership
Overview [LEA 01] Engagement [LEA 02 - 08] Outputs and outcomes [LEA 09 - 11] (Proxy) voting and shareholder resolutions [LEA 12 - 21]
Direct – Private Equity
Overview [PE 01 - 02] Fundraising of private equity funds [PE 03 - 04] Pre-investment (selection) [PE 05 - 08] Post-investment (monitoring) [PE 09 - 13] Outputs and outcomes [PE 14 - 15] Communication [PE 16]
Direct - Property
Overview [PR 01] Fundraising of property funds [PR 02 - 03] Pre-investment (selection) [PR 04 - 06] Post-investment (monitoring and active ownership) [PR 08 - 14] Overview [PR 08] Property monitoring and management [PR 09 - 10] Property developments and major renovations [PR 11] Occupier engagement [PR 12 - 13] Outputs and outcomes [PR 15 - 16]
Direct - Infrastructure
Overview [INF 01 - 02] Fundraising of infrastructure funds [INF 03 - 04] Pre-Investment (Selection) [INF 05 - 09] Selection, appointment and monitoring of third-party infrastructure operators [INF 10] Post-investment (monitoring and active ownership) [INF 11 - 16] Overview [INF 11] Infrastructure Monitoring and Operations [INF 12 - 14] Infrastructure Maintenance [INF 15] Stakeholder engagement [INF 16] Outputs and outcomes [INF 17 - 18] Communication [INF 19]
Direct - Hedge Funds
Confidence building measures
Confidence building measures [CM1 01 - 07]
Export Public Responses
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You are in Strategy and Governance » Outsourcing to fiduciary managers and investment consultants

フィデューシャリー・マネジャーや投資コンサルタントへの外部委託

SG 12. Role of investment consultants/fiduciary managers

この指標には新しい設問が追加されています。事前に入力されている回答を精査してください。

12.1. あなたの組織では、投資コンサルタントを使用しているかどうかを明示してください。

12.3. 組織では、投資コンサルタントの選定、指名やレビュー・プロセスにおいて責任投資を考慮しているかどうかを明示してください。

12.4. 組織が下記のサービスについて投資コンサルタントを利用しているかどうかを記載してください。これらのサービスについてどのような責任投資要素が含まれるのか説明してください。

どのような責任投資要素が含まれるのか説明してください。 

          BTG Pactual launched the first ESG Equity Fund in Chile and manages this fund based on ESG criteria.  The fund uses as benchmark index the MSCI ESG Chile Index and prior to select the equities our analysts uses ESG scores and rating elaborated by both MSCI and Vigeo.

12.7. 補足情報 [任意]

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