Our Sustainable Investment Model, a UN Global Compact Case Study

Capital + SAFI is featured in the United Nations Global Compact Case Library through a publication documenting our experience in integrating environmental, social, and governance (ESG) criteria throughout the investment cycle.

Titled “Capital + SAFI: Integrating ESG Across 91% of Assets Under Management”, the study highlights the progress, lessons learned, and challenges of our sustainable investment model. One of its key findings is that, by the end of 2025, 91% of our assets under management had undergone an integrated ESG assessment.

This publication provides an opportunity to share our experience with an international audience and contribute to the exchange of knowledge on integrating sustainability into investment decision-making.

At Capital + SAFI, we reaffirm our commitment to Shared Value Investing, advancing a financial model that seeks to generate economic, social, and environmental value.