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Quatá Gestão de Recursos LTDA (Delisted)

PRI reporting framework 2020

You are in Strategy and Governance » Investment policy


SG 01. RI policy and coverage


01.1. 責任投資アプローチをカバーする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。

01.2. ポリシーの構成要素/種類と対象範囲を示してください。


01.3. 投資ポリシーが以下のどの項目をカバーしているか明示して下さい:

01.4. 組織の投資原則および全体の投資戦略、受託者義務(または同等のもの)の解釈、ならびに、ESGファクターおよび実体経済の影響をどのように考慮に入れているかについて説明してください。

These aspects have an impact on credit quality and our analysis seeks to find the best risk x return ratio for our investor. In our investment process, in addition to analyzing the business profile and financial profile of the companies, we carry out a legal and investigative approach, which aims to identify issues of corporate governance, environmental, social, liabilities of related companies and their partners, judicial and extrajudicial proceedings , and any component that may compromise the company's ability to pay, both quantitatively and qualitatively, to anticipate, thus, possible financial and image risks. If we identify such situations, the process is discontinued. It is important to note that these observations apply not only to the credit analysis of the company in question, but also to the guarantees that make up the operation. So, for example, in an operation that we analyzed this year, one of the guarantees presented had environmental impacts and, therefore, we deny it.

01.5. 責任投資アプローチをカバーする組織の投資ポリシーの重要な構成要素、バリエーション、例外事項を簡潔に説明してください。[任意]

01.6. 補足情報 [任意]


SG 01 CC. Climate risk (Private)

SG 02. Publicly available RI policy or guidance documents


02.1. 一般に入手できる組織の投資ポリシー文書を記載してください。その文書のURLを記入し、該当文書を添付してください。


02.2. 一般に入手できる組織の投資ポリシー文書を記載してください。その文書のURLを記入し、該当文書を添付してください。




02.3. 補足情報 [任意]

SG 03. Conflicts of interest

03.1. 組織として、投資プロセスにおける潜在的な利益相反を管理するポリシーを策定しているかどうかについて明示して下さい。

03.2. 投資プロセスにおける潜在的な利益相反を管理するポリシーについて説明してください。

The following is an example of some situations that go against this Code of Conduct Therefore, the following are NOT admitted to the Manager:

• Make use of privileged information that is not known obtained by virtue of the position or function, for the performance of market operations, for themselves or others under their guidance, with objective of obtaining advantages. 

• Intimidate employees according to their position, aiming constraints of any kind.

• Resend e-mails containing confidential company material to unauthorized persons. • Use this Code of Ethics to abuse, pressure moral about other employees

03.3. 補足情報 [任意]

SG 04. Identifying incidents occurring within portfolios (Private)