Integrated Businesses

Learn more about the integration of ESG practices in different business areas at BTG Pactual.

Investment Banking

ESG integration in the Investment Banking business takes place through the analysis of social, environmental, and climate risks in Debt Capital Market (DCM) operations. The ESG area can also work on Equity Capital Market (ECM) operations, assisting companies in adapting their routines to best ESG practices. This approach strengthens corporate responsibility and aligns with the growing demand for responsible investments.

Corporate & SME Lending

Our entire Corporate & SME Lending portfolio is assessed through ESG analyses tailored to each transaction type and the potential impacts of the counterparty’s sector, while also considering any findings identified during the Know Your Client (KYC) process.

Operations are classified based on the reputational risk of the client and/or the intended use of funds, the sector involved, or the operation’s exposure.

Sales and Trading

The ESG area is involved in energy desk operations by executing KYC procedures and, in cases of activities more vulnerable to social, environmental, and climate risks, conducting risk assessments.

In the oil and grain desk, counterparties involved in operations and their respective cultivation areas undergo social and environmental analyses. The desk must also follow certain ESG guidelines, such as not acquiring grains from areas that overlap with indigenous territories, quilombola communities, settlements, or conservation units where agricultural activities are not allowed.

Asset Management

ESG integration in Asset Management is guided by our Responsible Investment Policy, which defines clear principles for selecting and managing fund assets in line with BTG Pactual’s ESG criteria.

The analysis considers the sector assessment and legal, regulatory, and reputational risks, as well as the investment vehicle's or company's management capacity according to several criteria, such as the organization's commitment to the ESG agenda.

Initiatives in Asset Management

Principles for Responsible Investment (PRI)

The Principles for Responsible Investment (PRI) is a global initiative bringing together investors to implement six core principles of responsible investment.

Investors for Climate

A project aimed at bringing together investors in a collaborative and educational movement to learn about the risks associated with climate change.

Timberland Investment Group (TIG)

The Timberland Investment Group (TIG) is one of the largest and oldest forest investment management organizations in the world. TIG manages nearly US$5.7 billion and 1.2 million hectares globally, with a strong commitment to sustainability. Visit the TIG website for more information.

TIG Commitments

See our reports

FSC Certification

The FSC (Forest Stewardship Council) is an independent, non-governmental, and non-profit organization created in 1993 to promote responsible forest management worldwide in response to global deforestation.

Sustainable Forestry Initiative (SFI)

The SFI is a globally recognized program dedicated to sustainable forest management. Participants must invest in forest research, science, and technology.

Programme for the Endorsement of Forest Certification (PEFC)

The certification system with the largest forested area in the world. Participating companies demonstrate their commitment to responsible sourcing of certified products and support for sustainable forest management.

Wealth Management & Consumer Banking

The Wealth Management area incorporates environmental, social, and governance considerations into investment and wealth management processes, expanding the range of sustainable and impact products for the clients.