NEWS

Interview with juan carlos navarro rossetti in america economy bolivia

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Our Vice President of Alternative Investments, Juan Carlos Navarro Rossetti, CFA gave an interesting interview to América Economía Bolivia about the investment opportunity and the focus of our SAFI on creating #SharedValue through investments.

Other news

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noviembre 13, 2023

Transforming Our Vision into Reality by Spreading: Our Shared Value Strategy

Transforming Our Vision Reality by Spreading:OUR SHARED VALUE STRATEGY At Capital + SAFI, we build a culture of innovation and…

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Creating Shared Value for Asset Managers: Pursuing Impact with Catalytic Investments

As businesses navigate the pressing threats of climate impacts and face demands from stakeholders to better serve their communities, the…

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noviembre 22, 2022

¿Qué son las emisiones de gases de efecto invernadero y cómo su correcta gestión puede generar mayores beneficios para mi empresa? 

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mayo 18, 2022

Case Study: Capital + SAFI Investor Climate Action Plan

Capital +SAFI is a Bolivian asset manager committed to prioritizing ESG and sustainability goals through its operations and investments inspired…

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marzo 28, 2022

Fair Race to Zero

Within the framework of this last action, on November 20 they took part in the RACE TO ZERO fair organized…

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marzo 28, 2022

Urban trees growing together with fundare

Fundare Santa Cruz delivers the Certificate of Adoption granted for participation in the «Ecosector» program of the Foundation for Recycling…

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5. Disbursement for the purchase of the value

With the approval of the Investment Committee, receipt of the issuance documentation and the risk rating, the disbursement proceeds!

4. Investment Committee Approval

The Due Diligence process is reflected in an evaluation report that is sent to the Investment Committee for consideration of the operation.

3. Due Diligence

3.1.Issuance of securities:

It is important to have all the necessary documentation to carry out the issuance of securities. For this activity they have the support of the Capital Legal Area +SAFI.

3.2 Risk Rating:

The potential issuer must request the Risk Rating report from a rating agency authorized by the ASFI.

2. Negotiation of Terms and Conditions

2.1. The signing of the agreement of wills agreement is required.

2.2. Preparation of terms and conditions of a potential issue / investment

1. Initial Visit

In this first meeting we want to know your business, strategy and projections and we send an initial request for information.

5. Desembolso por la compra del valor

¡Con la aprobación del comité, recepción de la documentación de emisión y la calificación de riesgo se procede con el desembolso!

4. Consentimiento del Comité de Inversión

El proceso de Due Diligence se refleja en un informe de evaluación que es enviado a nuestro Comité de Inversión para la consideración de la operación.

3. Due Diligence

3.1. Emisión de título valores:

Es importante contar con toda la documentación necesaria para realizar la emisión de títulos valores. Para esta actividad tienen el apoyo del Área Legal de Capital +SAFI.

3.2 Calificación de Riesgo:

El potencial emisor debe solicitar el informe de Calificación de Riesgo a una calificadora autorizada por la ASFI.

2. Negociación de Términos y Condiciones

2.1 Se requiere la Firma del convenio acuerdo de voluntades.

2.2 Elaboración de términos y condiciones de una potencial emisión.

1. Visita Inicial

En esta primera reunión queremos conocer su negocio, estrategia y proyecciones y les hacemos llegar un requerimiento inicial de información.

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