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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 » Promoting responsible investment

責任投資の促進

SG 09. Collaborative organisations / initiatives

09.1. 報告年度に組織がメンバーであったり、参加していた協働組織やイニシアチブ、ならびにそこで組織が果たした役割のレベルを選択してください。

当てはまるもの全てを選択してください

イニシアティブにおける組織の報告年度の役割（定義を参照）

組織のイニシアティブへの関与の度合について、簡単に説明してください。[任意]

During the reporting year, BTG Pactual actively participate in PRI engagements, by supporting and being part of engagements meetings with companies and also supporting engagements letters. BTG Pactual also participated as panelist in event promoted by PRI along with CDP and contributed to the organisation of PRI working group meeting . 

イニシアティブにおける組織の報告年度の役割（定義を参照）

組織のイニシアティブへの関与の度合について、簡単に説明してください。[任意]

BTG Pactual participated as panelist in the event Investors and Forests, promoted by PRI in partnership with CDP, WWF and others institutions. The event aimed to debate the deforestation impacts in financial decisions and BTG Pactual, represented by our timberland investiment group, contributed with our experience in managing certified forest around the world ensuring financial returns while protecting the environmental and enhancing communities engagements. 

イニシアティブにおける組織の報告年度の役割（定義を参照）

組織のイニシアティブへの関与の度合について、簡単に説明してください。[任意]

During the reporting year, BTG Pactual reported to UN Global Compact Initiative and decided to participate more actively in the initiative, as a signatory member. Internally we discussed the roles of all working groups the global Compact offers and decided to join at least one in order to engage more with other signatories. Our participation in the working group will begin in 2018, that is the reason why in this reporting period we keep on basic mode. 

 
          88% of forests we are managing have a third party independent certification, as FSC, SFI, FEPC, Cerflor and American Three Farm.

イニシアティブにおける組織の報告年度の役割（定義を参照）

組織のイニシアティブへの関与の度合について、簡単に説明してください。[任意]

During the reporting year, BTG Pactual released an ESG Timberland Investment Group report which our main KPIS for this business. The document is public and can be accessed at https://static.btgpactual.com/media/tig-esg-annual-report-jun17-v2.pdf

TIG manages over 1.8 million acres of timberland investment properties diversified across four continents. TIG has a 35-year history investing in the U.S. as one of our predecessor companies offered the first timberland commingled fund to institutional investors in 1981.

TIG is committed to delivering superior, risk-adjusted returns to our clients through disciplined research and construction of timberland portfolios, the application of industry-leading analytics to investment management, and best-in-class sustainable forestry practices that support the environmental and social integrity of the geographies and communities within which we invest. We accomplish our mission by leveraging the extensive global resources of the BTG Pactual platform and the deep, local expertise of our regional forestry staff, providing our clients with globally diversified timberland investment portfolios

Also, in our website we disclose more about the types of foresty certication we have in our assets: https://www.btgpactual.com/home/quem-somos/sustentabilidade/compromissos-voluntarios

SG 09.2. Assets managed by PRI signatories (Not Applicable)

SG 10. Promoting RI independently

10.1. 組織が、協働的イニシアチブとは別に、独自に責任投資を推進しているかどうかについて記載して下さい。

10.2. 組織が協働的イニシアチブとは別に、独自に責任投資を推進するために行っているものを明示して下さい。選択した行動の目的に貢献するために組織が果たす役割と通常の行動頻度について説明して下さい。

説明 

          BTG Pactual Timberland strategy (TIG) is a member of the Forest Productivity Cooperative (“FPC”), which is a partnership of forestry faculty at North Carolina State University and Virginia Polytechnic Institute and State University in the U.S., the Universidad de Conception in Chile, and the Universidade Federal de Santa Catarina in Brazil along with dozens of forestry related companies throughout the Americas. FPC conducts both basic research into tree growth and applied research into how forests respond to silvicultural management practices. Current lines of research are examining how the resilience and sustainability of forests facing variable climates can be enhanced, how carbon
sequestration by forests can be increased, and how to improve the efficiency of nitrogen and other fertilizer inputs.
The Instituto de Pesquisas e Estudos Florestais (“IPEF”), a similar research cooperative in Brazil, has installed a rainfall exclusion study on a TIG managed property in the state of Minas Gerais. This study focuses on how trees respond to water and thermal stresses and what mechanisms allow them to respond differently to these different stresses. The more we understand how trees respond to stress, the better we will be able to adapt our management to changing climatic conditions.

行動の頻度

説明 

          BTG Pactual actively participated in engagements promoted by PRI Brazilian working group. During reporting period, BTG Pactual joined working group calls and contributed with other peers in asking companies more ESG disclosure and transparency. BTG also made available meeting rooms for PRI working group meeting.

行動の頻度

説明 

          During the reporting year, BTG Pactual actively participate in PRI engagements, by supporting and being part of engagements meetings with companies and also supporting engagements letters. BTG Pactual also participated as panelist in the event Investors and Forests, promoted by PRI, WWF in partnership with CDP and others institutions

行動の頻度

説明 

          BTG Pactual is member of ANBIMA and FEBRABAN (Brazilian associations related to financial sector) and in both association responded to consultation promoted by FSB related to task force recommendations on climate related risks.

行動の頻度

説明 

          BTG Pactual in member of PRI Brazilian working group and actively participates in engagements promoted by the group.

行動の頻度

10.3. 組織が責任投資の推進のために、報告年度中に参加した追加の活動およびイニシアチブがあれば、それらを記載して下さい。[任意]

BTG Pactual is member of Forest Productivity Cooperative and periodically supports researches, trainings and technologies on forestry industry. The Forest Productivity Cooperative (FPC) is an international partnership committed to creating innovative solutions to enhance forest productivity and value through the sustainable management of site resources. The partnership is lead by forestry faculty at North Carolina State University, Virginia Polytechnic Institute and State University, and the Universidad de Concepción. 

SG 11. Dialogue with public policy makers or standard setters (Private)

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