We believe that environmental, social, and corporate governance factors are important long-term performance drivers for companies.
As such, we integrate ESG factors into our investment process through a proprietary analysis methodology that aims to estimate the financial impact of these issues on traditional valuation models.
We are committed to responsible investing, so we offer the investing public a diverse shelf of products and services for a positive impact economy.
We aim to carry out environmental, social and governance (ESG) screening in 100% of applicable assets and ESG governance engagement processes in order to foster 100% of our partners by 2025.
In 2023, we met 99.9% of ESG coverage for all eligible assets under management by Itaú Asset Management.
Offer a range of impactful responsible investment products in our portfolio, always open for funding, by 2025.
We offer a diverse range of responsible investment products, including proprietary thematic funds and assets under custody. We have a shelf with ten products open for collection, of which six are investment funds and four are ETFs. (2023).
We aim to continuously increase our volume of ESG assets under management.
In 2023, we reached R$878.6 billion in assets under management in open funds and R$674.3 million in equity in Responsible Investment products.
We have developed a materiality matrix to assess the impact of climate change on different industries and companies.
The number of funds claiming to be ESG has blew up in recent years. But what is an ESG investment? Where do these funds invest their money? We support Capital Reset in their inventory taking ESG Funds available in Brazil.
The Itaú Excelência Social (FIES) Fund was created in 2004 and is an investment fund that invests in socially responsible companies. This fund aims at contributing to the improvement of the quality of education in Brazil, the fund allocates 50% of its management fee to qualify the performance of civil society organizations (CSOs) that contribute to the full development of children and adolescents.
Download the previous reports of benefited projects:
The Ecomudança investment fund family, created in 2009, is an important part of the history of the E&S responsible investment funds market, combining investments with donations for projects.
Download reports of benefited projects here.
