SUSTAINABILITY

SUSTAINABILITY

que es capital safi

What is the meaning of
sustainability for us?

For us, sustainability goes far beyond good intentions, it is the creation of shared value with our stakeholders. For this reason, our goal is to achieve long-term sustainable investment returns for our clients. Thus, we always intend that our investments to be an engine of change for our clients, their beneficiaries and the world where we live.

Likewise, within Capital+SAFI we strive to be an example of shared value mainly with our collaborators and our community.

To achieve this, our strategy for sustainability is based on the following strategic pillars:

STRATEGIC PILLARS

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Sustainable Investment, Investing for a better future

Sustainable Investment, Investing for a better future

Strategic priorities for a sustainable investment

Strategic priorities for a sustainable investment

Business model with a purpose

Business model with a purpose

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Sustainable agriculture

Sustainable agriculture

Climate change and energy transition

Climate change and energy transition

Financial Inclusion

Financial Inclusion

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STRATEGIC ALLIANCES

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Solid Institutions

Solid Institutions

Decent and quality employment

Decent and quality employment

Intellectual empowerment

Intellectual empowerment

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Shareholders

Shareholders

Investors

Investors

Issuers

Issuers

Employees and families

Employees and families

Society

Society

Regulator

Regulator

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que es capital safi

Sustainability Report
2021

We are committed to being
agents of change for a better future

SUSTAINABLE INVESTMENT
INVESTING FOR A BETTER FUTURE

What is sustainable investment
and how do we apply it?

Sustainable investing is that one which incorporates environmental, social and corporate governance criteria in making investment decisions. Sustainable Investments promote the balance between economic growth, environmental care and social welfare.

Sustainable Investment Strategy

01.

Integration of ESG and climate factors in the investment process.

02.

Alignment with climate issues in investment funds.

03.

Exclusions and sustainable investments

04.

Impact Investment.

05.

Stewardship: active management and collaboration.

STRATEGIC PRIORITIES
FOR SUSTAINABLE INVESTMENT

Sustainable Agriculture

We intend to promote sustainable agriculture through awareness of the environmental, climate and social risks to which the value chain of the agricultural sector is exposed.

Financial Inclusion

We intend to promote financial inclusion through investment in entities that promote it.

Climate Change and Energy Transition

We are committed to net carbon emissions by 2050 aligned with the Paris Agreement.

IRS 2021
Policy

Climate Risk
Management 2021

ESG
Methodology 2021

que es capital safi

COOPERATION FOR PROSPERITY OF FUTURE GENERATIONS

We seek strategic allies who share our purpose. Likewise, we are co-leaders of the Sustainable Finance Roundtable in Bolivia and We participate in the Table of Sustainable Cities of Bolivia.

BUSINESS MODEL
WITH A PURPOSE

Decent and quality work

Attract, develop and retain human talent. For example, through intellectual and professional empowerment.

Intellectual empowerment

We invest in the intellectual development of our collaborators. Thus, we maintain a culture of continuous learning and intellectual empowerment.

Solid Institutions

We are a solid institution with integrity that supports the promotion of the sustainable finance ecosystem in Bolivia.

Documents of sustainability

Sustainable investment policy

Sustainability Reports

Sustainable Business Development Policy

ESG Methodology

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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 Ãrea Legal de Capital +SAFI.Â

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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