Integration of climate scenarios
We have developed a materiality matrix to assess the impact of climate change on different industries and companies.
ESG: the three letters that mobilize the financial market for an increasingly sustainable economy.
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.
Learn about the Responsible Investment strategic goals in progress:
FIES
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 reports of benefited projects here:
Ecomudança
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: