Environmental, Social, and Governance (ESG) issues generate risks and business opportunities for companies, investors and financiers. SITAWI advises financial institutions such as banks, insurers, pension funds, asset managers, private equity funds, who wish to incorporate ESG issues into their business strategy, product development, risk management and investment analysis.
Because we specialize in the financial sector, we speak the language of industry professionals. We were responsible for restructuring the questionnaire for Financial Institutions of ISE (Corporate Sustainability Index of BM&FBOVESPA) and have been involved in international and Brazilian working groups of the PRI – Principles for Responsible Investment.
We have executed dozens of projects for major players in the industry across a range of asset classes, mainly in Brazil, but also across Latin America and Asia. Our advisory practice is tailor-made, we are able to support clients whether their motivation is related to ethics, reputation or investment returns (alpha).
Given our expertise in Sustainable Finance, we have also advised industry associations, NGOs and think-tanks on Sustainable Finance. In selected cases, we may advise non-financial companies on the intersection of sustainability and finance, as long as it does not generate conflicts of interest with our ESG research practice.
Governance & Processes | Strategy and New Ventures |
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Transaction Services | Content and Communications |
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Below are the ways we support the different players of the Sustainable Finance ecosystem.
Commercial & Development Banks
- E&S risk management in lending
- E&S products
- CMN 4327 implementation
- Equator Principles
Asset Managers & Pension Funds
- ESG integration models
- Thematic and Sector research
- PRI implementation
Insurers & Reinsurers
- ESG underwriting risks
- E&S products
- PSI implementation
Private Equity & Venture Capital
- ESG integration models
- ESG due diligence
- Value creation for portfolio companies
Associations, NGOs and Think-tanks
- Thematic and Sector research
- Strategic Consulting
- Curation of Events
Non-financial companies
- Green Bonds structuring or 2nd Opinion
- Impact Business Modelling
- SRI Communications
Large Brazilian Asset Manager
Development of a proprietary ESG integration method for equity valuation models and fixed income ratings. Training of portfolio managers and analysts, roll out method for 80+ companies in 20 sectors. Specialist Brazilian Venture Capital Fund Manager
Development of responsible investment policy and tools, aiding the fundraising of BRL 200 million with development banks and pension funds. Brazilian Subsidiary of Multinational Insurer
Large Brazilian Financial Conglomerate