Implementation of the Principles for Responsible Investment and ESG Rating

Implementation of the Principles for Responsible Investment and ESG Rating

Outline and implement a cross-disciplinary plan to integrate responsible investment practices with asset management activities.

Activities

  • Diagnosis: determine the investment culture, processes and practices of the asset management company, as well as its peers, clients and service providers.
  • Preparation of strategy and action plan: define and validate of responsible investment strategies and action plans based on the six PRI Principles.
  • Implementation: development of criteria and methods to evaluate variable-income and fixed-income (debentures and certificates of deposit) assets, and structured products, taking into consideration general and sector-specific criteria.
  • Analysis services: ESG rating reporting and research services for over 130 companies from different asset classes in the Brazilian market.

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