Public HTML RI reports - PRI reporting framework 2019

Banco BTG Pactual S.A.

PRI reporting framework 2019

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

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

You are in Direct - Infrastructure » Overview

概要

INF 01. Description of approach to RI (Private)

INF 02. Responsible investment policy for infrastructure

02.1. 組織ではインフラの責任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。

策定している

02.2. ポリシーが一般に入手できる場合、そのURLを提供してください。 [任意]

https://static.btgpactual.com/media/esg-001-global-environmental-social-and-corporate-governance-policy-13-20190319123345.pdf

策定していない

02.3. 補足情報 [任意]

BTG Pactual’s approach to sustainability is based on an understanding of our responsibility towards our partners, society and the environment as a complete financial service provider. BTG Pactual ESG Global Policy covers all business units and strategies followed by the Bank. The ESG Policy is public available on our website. Also, funds may have complementary ESG policies and procedures that are not public to enhance ESG controls in investiments. To support this process, ESG specialists are available to support any DD process and monitoring processes.

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