Structured investment solutions
to generate sustainable long-term value
We design and manage funds in strategic sectors, combining financial discipline, active risk management, and value creation.
Our investment approach
We translate our investment philosophy into disciplined investment structures, with rigorous standards for origination, credit assessment, and continuous portfolio monitoring.
Our investment principles
Our approach is grounded in structured principles that guide decision-making across the entire investment lifecycle.
Systemic Investment Approach
What sets us apart??
We do not finance isolated projects. We strengthen systems.
Our investment strategy is grounded in the principle that long-term financial performance is inseparable from the strength of the value chains in which companies operate.
Our shared value approach integrates economic, social, and environmental factors into investment decisions, ensuring financial returns while supporting sustainable development across Bolivia and Latin America. We focus on private debt, prioritizing agribusiness and productive sectors with long-term impact potential.
Shared value investing as structural risk mitigation
Our investment strategy is grounded in the principle that long-term financial performance is inseparable from the strength of the value chains in which companies operate.
For us, shared value investing is not a branding concept—it is a credit discipline.
By aligning economic performance with social and environmental outcomes, we reduce structural risks and strengthen repayment capacity. This functions as an embedded credit enhancement within both investment evaluation and ongoing portfolio monitoring.
Stewardship and active portfolio execution
We apply a high-engagement stewardship approach to:
- Address deforestation and land-use risks
- Strengthen governance practices
- Improve climate-related risk management
- Enhance transparency and reporting quality
We believe risk mitigation is not passive; it requires disciplined execution and continuous engagement.
Institutional-grade governance and financial discipline
A three lines of defense framework underpins disciplined decision-making and rigorous fiduciary oversight.
First line of defense — Execution and risk ownership
- Origination and credit assessment
- Portfolio monitoring and borrower engagement
- Initial impact / shared value assessment
Second line of defense — Independent control and challenge
- Risk management (criteria, ratings, limits, stress testing)
- Compliance and legal (AML/CFT, conflicts of interest, regulatory oversight)
- Impact oversight and Investment Committee control
Third line of defense — Oversight and assurance
- Board of Directors
- External audit
This structure is designed for proactive risk intervention.
Data-driven systemic risk management and transparency
We are building next-generation risk infrastructure that integrates decision-useful data and AI-enabled analytics to enhance traceability, monitoring, and resilience across value chains.
This is not an experimental initiative; it is a structured risk and competitiveness tool designed to strengthen long-term asset quality and resilience.
We align our investment management with global standards such as TCFD, SASB, and PRI, ensuring transparency and consistency in decision-making.
Investment Funds
Our investment solutions
We manage closed-end investment funds with clearly defined strategies and a disciplined approach to risk and return.
With over 15 years of experience, we have built an investment platform that integrates purpose with competitive financial performance.
Investment Objective:
Closed-end investment fund focused on strengthening institutions dedicated to microfinance.
FUND SIZE:
USD. 111 Million
Bs. 764 Million
Investment Objective:
Closed-end investment fund aimed at supporting the country’s productive sectors.
FUND SIZE:
USD. 93 Million
Bs. 639 Million
Investment Objective:
Closed-end investment fund designed to support the export sector and international investment activities.
FUND SIZE:
USD. 276 Million
Bs. 1.894 Million
Investment Objective:
Closed-end investment fund focused on financing food-related companies and contributing to the country’s food security.
FUND SIZE:
USD. 94 Million
Bs. 647 Million
Strong track record in assets under management (AUM)
Our sustained growth in assets under management reflects investor confidence and the consistency of our disciplined investment execution over time.
2013
142 AUM USD MM
2014
147 AUM USD MM
2015
227 AUM USD MM
2016
233 AUM USD MM
2017
238 AUM USD MM
2018
407 AUM USD MM
2019
423 AUM USD MM
2020
444 AUM USD MM
2021
460 AUM USD MM
2022
453 AUM USD MM
2023
516 AUM USD MM
2024
548 AUM USD MM
2025
570 AUM USD MM
Interested in exploring investment opportunities with us?
Let’s discuss your investment strategy and explore how our solutions can integrate into your portfolio.
