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Real Grandeza

PRI reporting framework 2020

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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.

Real Grandeza Investment Policies mention that the institution has taken a formal commitment to CDP since 2006 and the PRI since 2009. Additionally, it mentions that Real Grandeza has a Sustainability Manual for its Investment practices since 2015, that details the criteria for ESG questions to be used in investment analysis for different asset classes. The document highlights the importance of ESG criteria in investment analysis and the Real Grandeza participation in shareholders meetings of its invested companies.

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]

01.6. Additional information [Optional].

          
        

SG 01 CC. Climate risk (Private)


SG 02. Publicly available RI policy or guidance documents

 

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

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.

URL/Attachment

02.3. Additional information [Optional].

Real Grandeza Investment Policy and the Sustainability Manual of Real Grandeza´s Investments are public on www.frg.com.br


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.

Real Grandeza relies on a Risk Management Policy that mentions potential conflicts of interest int the investment process. An important observation in this document is to make activities segregation in different areas of the company to avoid this kind of conflict. 

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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