Sustainability that Creates
Shared Value

We integrate environmental, social, and governance criteria into our investment decisions, risk management, and engagement with companies, with the objective of preventing greenwashing.

At Capital + SAFI, we integrate sustainability into the way we invest, finance, and manage capital. Our approach seeks to generate strong financial results, strengthen companies, and contribute to Bolivia’s sustainable development.

We believe in the creation of shared value: investments that drive business growth, best practices, social well-being, and a more responsible relationship with the environment.

In addition, we understand sustainability as a key tool to better manage risks. By incorporating environmental, social, and governance criteria, we can anticipate impacts, protect the value of investments, and support companies in moving toward more resilient models.

Sustainability Reports

Our Sustainability Report presents Capital + SAFI’s main progress, results, and initiatives in environmental, social, and governance matters.

Through this report, we share how we integrate sustainability, responsible investment, risk management, and the creation of shared value into our management approach.

Sustainability Policies and Frameworks

Responsible Investment and ESG

We integrate ESG criteria to make better decisions, support companies, and create long-term value.

Sustainable Investment Policy

ESG Methodology

Stewardship Plan 2023-2026

Risk Management and Climate Change

We anticipate climate and environmental risks to strengthen the resilience of our investments.

Climate Risk Management

Our Pathway to Net Zero Emissions

Sustainable Development and Nature

We promote more sustainable companies, responsible value chains, and better management of environmental impacts.

Sustainable Business Development Policy

Deforestation and Conversion Policy

Our Commitment
to Shared Value

For Capital + SAFI, sustainability is not only a compliance standard. It is a way to create shared value, strengthen companies, and build portfolios that are better prepared for the risks of the future.

Through our shared value approach, we seek to promote investments.

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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.