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Fator Administração de Recursos

PRI reporting framework 2020

You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities

アクティブ運用している上場株式におけるESGの組み入れ

実施プロセス

LEI 01. Percentage of each incorporation strategy

01.1. 以下を記載してください。(1)組織でのアクティブ運用上場株式にどのESG組み入れ戦略や組み合わせを使用しているか(2)アクティブ運用している上場株式の戦略または戦略の組み合わせ別内訳

ESG組み入れ戦略 (当てはまるものをすべてお選びください)
アクティブ運用される上場株式に戦略が適用される割合 (推定 +/- 5%)
100 %
アクティブ運用している上場株式の合計 100%

01.2. 組織が実施しているESG組み入れアプローチ、および、特定のESG組み入れ戦略を選択している場合はその理由を説明してください。

Our research team evaluates 28 items regarding Environment, Social and Governance issues. They input a grade to each one of those items and for each company covered by our them. According to the methodology, the grade is positive when the analysts have a positive view regarding the appraised company to that specific issue, and negative if they have a negative view. The company has then an overall grade and this grade is normalized considering the grades of all the companies covered. With the final normalized grade, our research team is able to increase or decrease the target price for the stock in up to 5%.

Environment issues are appraised considering the following items: (i) Average Environmental impact of the sector, (ii) Environmental impact considering the value chain, (iii) Waste management, (iv) Carbon Pollution, (v) Energetic Matrix, (vi) Environmental Licences Suitability and (vii) Biological Asset Management.

Social Impacts are evaluated based on the following items: (i) Qualified Jobs creation, (ii) Professional development and retetion policies, (iii) Technological spillover, (iv) Economic chain spillover, (v) Activity Social impact and (vi) Anti-slavery policies.

Corporate Governance issues are appraised based on the following items: (i) Board members qualification, (ii) Bord of Directors scope, (iii) Independent Board members, (iv) Board members representatives of minority shareholders, (v) Related Parties Transactions policies, (vi) Executive Compensation, (vii) Executive Management Qualification, (viii) Fiscal Board, (ix) Succession Policies, (x) Risk Management, (xi) Auditing, (xii) Capital Allocation, (xiii) Risk and Compliance Policies, (xiv) Labour, civil and tax liabilities and (xv) Investor Relations policies.

Among the reasons we choose this framework is worth to mention that the methodology: (i) provides a framework that becomes possible to evaluate a company compared to its sector, not only in an isolated way , (ii) creates a framework of analysis that direct and encourage analysts to research the previously mentioned issues, independent of the information provided by the companies, that is frequently biased and (iii) enables us to incorporate the ESG analysis objectively to the portfolio composition.

01.3. ESG組み入れ戦略の組み合わせを使用して資産を運用している場合、ESG戦略の組み合わせをどのように使用しているかを簡単に説明してください。 [任意]


LEI 02. Type of ESG information used in investment decision (Private)


LEI 03. Information from engagement and/or voting used in investment decision-making (Private)


A) 実施:スクリーニング

LEI 04. Types of screening applied

04.1. 組織内でアクティブ運用している上場株式に適用するスクリーニングの種類を記載し、説明してください。

スクリーニングの種類

スクリーニング実行者

説明

Our research team evaluates 28 items regarding Environment, Social and Governance issues. They input a grade to each one of those items and for each company covered by our them. According to the methodology, the grade is positive when the analysts have a positive view regarding the appraised company to that specific issue, and negative if they have a negative view. The company has then an overall grade and this grade is normalized considering the grades of all the companies covered. With the final normalized grade, our research team is able to increase or decrease the target price for the stock in up to 5%.

04.2. スクリーニング基準が変更された場合に顧客や受益者に通知する方法について説明してください。

We notify clients using marketing material issued at least monthly when changes are made to our screening criteria.


LEI 05. Processes to ensure screening is based on robust analysis

05.1. スクリーニングが徹底した分析に基づいていることを確実にするために、組織が使用しているプロセスを選択してください。

05.2. ESGスクリーニング戦略の一環で包括的なESG調査の対象となるアクティブ上場株式ポートフォリオの割合を示してください。

05.4. 組織のESGスクリーニングを構築するための組織内リサーチを精査する頻度を示してください。

05.5. 補足情報 [任意]


LEI 06. Processes to ensure fund criteria are not breached (Not Completed)


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