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PREVI - Caixa de Previdência dos Funcionários do Banco do Brasil

PRI reporting framework 2020

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You are in Direct - Fixed Income » ESG incorporation in actively managed fixed income » Implementation processes

Implementation processes

FI 01. Incorporation strategies applied

Indicate (1) Which ESG incorporation strategy and/or combination of strategies you apply to your actively managed fixed income investments; and (2) The proportion (+/- 5%) of your total actively managed fixed income investments each strategy applies to.
SSA
0 Screening alone
0 Thematic alone
0 Integration alone
0 Screening + integration strategies
0 Thematic + integration strategies
0 Screening + thematic strategies
0 All three strategies combined
100 No incorporation strategies applied
100%
Corporate (financial)
100 Screening alone
0 Thematic alone
0 Integration alone
0 Screening + integration strategies
0 Thematic + integration strategies
0 Screening + thematic strategies
0 All three strategies combined
0 No incorporation strategies applied
100%
Corporate (non-financial)
0 Screening alone
0 Thematic alone
0 Integration alone
100 Screening + integration strategies
0 Thematic + integration strategies
0 Screening + thematic strategies
0 All three strategies combined
0 No incorporation strategies applied
100%

01.2. Describe your reasons for choosing a particular ESG incorporation strategy and how combinations of strategies are used.

The investment assumptions are defined in the investment policy of pension fund benefit plans.

In the scope of Sovereigns, Supranationals and Agencies (SSA), the investments ‘internally managed’ are only in Brazilian government bonds and represent more than 40% of the portfolio, but we may also hold SSA bonds ‘externally managed’ through investment funds abroad.

Financial Corporate, in addition to the investment policy, respects the allocation limits defined by the Risk area of Previ.

All investments proposed in non-financial and securitized credit securities or in fixed income investment funds, in addition to the Investment Policy, are subject to ESG and Integrity (ESGI) assessments. This ESGI report comprises a Technical Note that is sent by the competent authority for investment approval.

01.3. Additional information [Optional].


FI 02. ESG issues and issuer research (Private)


FI 03. Processes to ensure analysis is robust

03.1. Indicate how you ensure that your ESG research process is robust:

03.2. Describe how your ESG information or analysis is shared among your investment team.

03.3. Additional information. [Optional]


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