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Vinci Partners Investimentos Ltda.

PRI reporting framework 2020

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You are in Direct - Fixed Income » ESG incorporation in actively managed fixed income » (B) Implementation: Thematic

(B) Implementation: Thematic

FI 07. Thematic investing - overview

07.1. Indicate what proportion of your thematic investments are (totalling up to 100%):

Specify

          we have developed a specific framework for assessing the sustainability performance of the asset and the issuer
        
100 %

07.2. Describe your organisation’s approach to thematic fixed income investing

To assess the ESG performance of the sustainable energy fund, we have developed a specific framework for assessing the sustainability performance of the asset and the issuer. The analysis of the asset will be carried out based on a questionnaire sent to the company, whereas the analysis of the issuer will occur primarily based on public information, in addition to the second opinion reports on the green credentials of the issue, when available.

This evaluation generates a rating from one to one hundred as an output, in addition to the identification of critical ESG topics that may be further discussed in the investment committee.

Once the analysis on the asset and / or the debt issuer has been carried out, the results are presented to the investment committee, where the following actions can be taken:

• Veto investment on debt of assets / issuers with insufficient ESG performance;

• Limitation on the portfolio's exposure to assets / issuers with ESG performance below the established limit;

• In-depth analysis and quantification of the critical ESG themes identified;

07.3. Additional information [OPTIONAL]

Around 25% of the Credit AUM comes from a thematic fund focused on clean energy. The Vinci Energia Sustenável (VES) invests in projects of wind energy, solar energy, hydro power, etc...


FI 08. Thematic investing - themed bond processes

08.1. Indicate whether you encourage transparency and disclosure relating to the issuance of themed bonds as per the Green Bonds Principles, Social Bond Principles, or Sustainability Bond Guidelines..

          We assess the ESG performance of the issuer based on our proprietary framework that uses a mix of public and private information
        

08.2. Describe the actions you take when issuers do not disburse bond proceeds as described in the offering documents.

To assess the ESG performance of the sustainable energy fund, we have developed a specific framework for assessing the sustainability performance of the asset and the issuer. The analysis of the asset will be carried out based on a questionnaire sent to the company, whereas the analysis of the issuer will occur primarily based on public information, in addition to the second opinion reports on the green credentials of the issue, when available

Once the analysis on the asset and / or the debt issuer has been carried out, the results are presented to the investment committee, where the following actions can be taken:

• Veto investment on debt of assets / issuers with insufficient ESG performance;

• Limitation on the portfolio's exposure to assets / issuers with ESG performance below the established limit;

• In-depth analysis and quantification of the critical ESG themes identified;

08.3. Additional information. [Optional]

N/D


FI 09. Thematic investing - assessing impact

09.1. Indicate how you assess the environmental or social impact of your thematic investments.

09.2. Additional information. [Optional]

To assess the ESG performance of the sustainable energy fund, we have developed a specific framework for assessing the sustainability performance of the asset and the issuer. The analysis of the asset will be carried out based on a questionnaire sent to the company, whereas the analysis of the issuer will occur primarily based on public information, in addition to the second opinion reports on the green credentials of the issue, when available

Once the analysis on the asset and / or the debt issuer has been carried out, the results are presented to the investment committee, where the following actions can be taken:

• Veto investment on debt of assets / issuers with insufficient ESG performance;

• Limitation on the portfolio's exposure to assets / issuers with ESG performance below the established limit;

• In-depth analysis and quantification of the critical ESG themes identified;


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