Responsible Investment - Itaú | Sustentabilidade

Responsible investment

We integrate environmental, social and governance aspects into our investment decisions

ESG: an important performance driver

The integration of ESG issues into investments aims to create value through a return that is more adjusted to the risk of portfolios.

Aware of the financial impact of ESG issues, our team of analysts integrates aspects not covered by a traditional financial analysis, thus enabling a better decision-making process.

Learn more about Itaú Asset Management’s Responsible investment policy.

Get to know Some of Our Funds

Fundo Itaú Active Fix ESG Horizonte – Itaú Asset Management (fixed income)

This fund aims to invest in companies from economic sectors featuring positive environmental and social impacts in their core business, such as healthcare, education, sanitation, renewable energy and low-income housing. It also seeks exposure to private credit while maintaining a minimum percentage of 10% of net equity.

Fundo Itaú Active Fix ESG – Itaú Asset Management (fixed income)

Itaú ESG Active Fix Fund (Fixed Income): This fund aims to invest in companies from economic industries featuring positive environmental and social impacts in their core business, such as healthcare, education, sanitation, renewable energy and low-income housing.

Our commitment with Responsible Investment in practice:

ESG Screening

Carry out ESG screening on 100% of applicable assets by 2025. In 2024, we achieved 99.8% ESG coverage for all eligible assets under management

Product Portfolio

Offer impactful responsible investment products in our portfolio, always open for funding, by 2025. In 2024, we have 12 products open for investment

ESG Assets

Continuously increase our volume of ESG assets under management. In 2024, we reached R$9.1 billion in equity in ESG assets, up 119% from 2021

Icone Empreendedorismo Feminino

Empreendedorismo Feminino

Conheça o Itaú Mulher Empreendedora, iniciativa que oferece soluções não financeiras às mulheres que empreendem, para capacitá-las, conectá-las e inspirá-las.

Saiba mais.

Get to Know our Studies

ESG-Oriented Funds

Set up in 2004, Fundo Itaú Excelência Social (FIES) invests in shares in socially-responsible companies. Aimed at helping improve education quality standards in Brazil, this fund allocates 50% of its management fees for training Civil Society Organizations (OSCs) that contribute to the full development of children and youths.

Download the track record of the projects we support:

2016 - 2024

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