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PREVI - Caixa de Previdência dos Funcionários do Banco do Brasil

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.

Previ´s Environmental, Social, Corporate Governance and Integrity (ESGI) issues and practices are underpinned by investment principles, which aim to promote a favorable business environment of sustainability and integrity in the conduct of its activities. In this way, Previ recognizes the importance of the relationship with its stakeholders, encouraging its counterparts to promote an environment of integrity in the relationship with the public and private sectors. These measures are related to actions to prevent and combat illegal, illegitimate or corruption acts, in line with the guidelines established in the Fiduciary Duty in the 21st Century by the PRI, UNEP FI, UNEP Inquiry and UN Global Compact and in the Business Pact for Integrity and against Corruption, promoted by the Ethos Institute, as one of the signatories.

 Previ also adopts ESGI issues and practices in its Investment Governance Policy and in its Investment Policy and Guidelines towards to the investment analysis and asset management process should focus on responsible investments that stand out due to the adoption of best practices of corporate governance, socio-environmental and integrity actions, in line with the Principles for Responsible Investment - PRI, with the Previ Code of Best Corporate Governance Practices, and with Previ's Integrity Policy.

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

02.2. Indicate if any of your investment policy components are publicly available. Provide URL and an attachment of the document.

02.3. Additional information [Optional].


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.

Previ's statute establishes that the investment planning process is conducted by an area managed by an elected representative of the associates, while the investment execution process is under the responsibility of another area, managed by a director representative of Banco do Brasil (Previ's sponsor).

Also, Previ keeps updated its Investment Governance Policy, Investment Policy and Guidelines and Previ Guide to ESGI Best Practices in Investments, aimed at mitigating potential conflicts of interest in the investment process and supporting good practices by punctuating the use of ESG principles in the management. Besides that, specific documents such as Integrity Policy and a Code of Corporate Governance Practices also covers this subject with principles and guidelines.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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