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Vinci Partners Investimentos Ltda.

PRI reporting framework 2020

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You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes » (C) Implementation: Integration of ESG factors

(C) Implementation: Integration of ESG factors

LEI 08. Review ESG issues while researching companies/sectors

08.1. Indicate the proportion of actively managed listed equity portfolios where E, S and G factors are systematically researched as part of your investment analysis.

ESG issues

Proportion impacted by analysis
Environmental

Environmental

Social

Social

Corporate Governance

Corporate Governance

08.2. Additional information. [Optional]

We formalized our ESG Policy and Management System for listed equities at the end of 2019. As such, not 100% of our existing portfolio has gone through the ESG analysis. However, starting in 2020, all new investment will pass through the ESG analysis - so 100% of new investments will be impacted by the analysis


LEI 09. Processes to ensure integration is based on robust analysis

09.1. Indicate which processes your organisation uses to ensure ESG integration is based on robust analysis.

09.5. Describe how ESG information is held and used by your portfolio managers.

09.6. Additional information. [Optional]

In 2019 we hired a ESG consulting firm to review and formalise our ESG Policy and Management System.

The ESG analysis is integrated into our investment analysis based on the following actions:

• Potential adjustment in the discount rate according to the perception of the responsible analyst;
• Committee discussion and in-depth analysis of ESG topics considered critical;
• Limit on exposure to papers issued by a company with ASG performance in the last quartile;
• Requirement of a higher rate of return for the acquisition of papers from companies with lower performance.


LEI 10. Aspects of analysis ESG information is integrated into

New selection options have been added to this indicator. Please review your prefilled responses carefully.

10.1. Indicate which aspects of investment analysis you integrate material ESG information into.

Proportion of actively managed listed equity exposed to investment analysis

Proportion of actively managed listed equity exposed to investment analysis

Proportion of actively managed listed equity exposed to investment analysis

10.2. Indicate which methods are part of your process to integrate ESG information into fair value/fundamental analysis.

10.4. Describe the methods you have used to adjust the income forecast/valuation tool.

It is a qualitative assessment based on the experience and inputs of the head of the equities research team, the financial analyst responsible for the sector and the portfolio manager. Based on a consensus, they define the level of impact on the discout rate, taking into consideration the best practices of the sector peer group

10.6. Additional information. [OPTIONAL]

In 2019 we hired a ESG consulting firm to review and formalise our ESG Policy and Management System.

The ESG analysis is integrated into our investment analysis based on the following actions:

• Potential adjustment in the discount rate according to the perception of the responsible analyst;
• Committee discussion and in-depth analysis of ESG topics considered critical;
• Limit on exposure to papers issued by a company with ASG performance in the last quartile;
• Requirement of a higher rate of return for the acquisition of papers from companies with lower performance.


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