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Banco BTG Pactual S.A.

PRI reporting framework 2019

Export Public Responses

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Pre-investment (selection)

PE 05. Incorporating ESG issues when selecting investments

05.1. During due-diligence indicate if your organisation typically incorporates ESG issues when selecting private equity investments.

05.2. Describe your organisation's approach to incorporating ESG issues in private equity investment selection.

- Invest in companies which operate in compliance with the Brazilian environmental, health, safety and social laws and regulations;
- Not investing in (or considering investments related to) any illicit activities, as defined in the Brazilian laws and regulations;
- Monitor the portfolio companies to identify issues that may occur over time so that they can remain compliant with the previous two points.

05.3. Additional information. [Optional]


PE 06. Types of ESG information considered in investment selection

06.1. Indicate what type of ESG information your organisation typically considers during your private equity investment selection process.

06.2. Describe how this information is reported to, considered and documented by the Investment Committee or similar.

The investment memo for submition to investment committee not only contains a deep analysis of the financial aspects of the company but also others aspects, such as: legal matters, compliance issues, reporting standards, best practices, and AML/anti-corruption controls.

In addition, one of the members of Investment Committee is an ESG specialist, to guarantee that these practtices are being considered in the investment decision.


PE 07. Encouraging improvements in investees (Private)


PE 08. ESG issues impact in selection process (Private)


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