Responsible Investing

We wish to leave our ‘fingerprint’ on everything we touch – leaving a legacy relevant to the sectors in which we operate by developing quality assets, bringing in innovations and increasing the competitiveness of the market. We are driven to build solid enterprises, which generate tangible benefits to the people, communities, market and countries where they are established.


Behind each of our investments lies a greater purpose.


ESG at Patria

Value creation aligned with Sustainable Development is an integral part of our long-term investment strategy. We want to ensure that our investments are perennial and bring good results during and beyond the entire life of the investment, at the time of their divestment. Environmental, social, and governance (ESG) risk management practices are a key basis for our values and essential for value generation.

Our ESG approach is governed by our Responsible Investment Policy, issued in 2019. This policy identifies how ESG related elements are considered in investment decisions, as well as investment and asset management, until the time of divestment. It is also the purpose of the policy to create guidelines for the implementation of ESG initiatives.

Our ESG practice is based on three pillars:

Our Governance Structure

MANAGEMENT COMMITTEE
The Management Committee is the body responsible for directing the Business Areas. As the highest body dealing with ESG issues, it is also responsible for ESG's strategic approach to business. The Management Committee oversees Patria’s ESG practices and answer for their adequate implementation.

The activities related to the implementation of ESG practices are carried out by the Investment Committee, the Compliance Committee, the ESG Forum, Business Areas and professionals appointed to this task.

ESG FORUM
The ESG Forum is a working group made up of representatives of various business areas of Patria and of its the corporate team (Human Resources; Marketing and Compliance) and is responsible, together with the Management Committee and Business Areas, for the management and operation of ESG-related issues. It`s activities include developing specific policies, procedures and tools for implementing ESG initiatives, in order to ensure appropriate coherence and taxonomy for actions related to the ESG integration.

BUSINESS AREAS
Patria Business Areas are responsible for disclosing, implementing the ESG Policy in the portfolio and collecting information. Each Business Area has its own ESG Procedure, defining the ESG risk analysis methodology in connection with the portfolio, implementing initiatives (where applicable) and collecting data.

Each Area defines the ESG integration management professional or team responsible for conducting commitments with the portfolio companies to drive implementation and oversight of sustainability best practices to support long-term financial performance.

Each business Area is responsible for conducting Macro, Sector and Company specific analysis and may propose specific initiatives that may even be related to any of the 17 UN Sustainable Development Goals (SDGs).


ESG Integration

Patria have developed a consistent and customized model for integrating ESG into the investment process, governed by our Responsible Investment Policy. In order to ensure that our investments meet ESG requirements and metrics, we have approved internal policies and procedures, KPIs, and other risk monitoring tools related to these topics. We review them periodically to ensure they are updated.

Due to its particularities, Patria developed a dynamic approach that allows for flexibility to the model, scalability of ESG integration efforts, as well as allows a constant review of approaches on the subject by business areas.

In order to maximize investor returns and make responsible investments, the Business Areas have adopted ESG practices throughout the life of the investment.

At Patria, we have adopted sustainability practices by applying a comprehensive ESG Policy. ESG investment principles are incorporated into all areas and portfolio. While we understand this to be strategic for long-term profitable investments, we are also committed to sustainable development, based on the belief that the private industry plays a relevant role in the achievement of this global challenge.

Annually or at other time intervals as defined by the Management Committee, the ESG Forum will present proposals for ESG initiatives to be implemented in the investee companies and assets/investments.



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Fund’s Investor Relations

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CY +1 345 640 4900 | BR +55 11 3039 9090

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CONTACT

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Regulatory and Compliance

Please note that certain regulatory documents specifically prepared to comply with Brazilian regulations are only available in a Portuguese version.

1- Code of Ethics and Rules of Conduct
PDF

2- Código de Ética e Regras de Conduta
PDF

3- Manual de Compliance
PDF

4- Compliance Manual
PDF

5- Regras, Procedimentos e Descrição dos Controles Internos, elaborados para o cumprimento da Instrução CVM 558/15
PDF
         
6- Política de Gestão de Risco
PDF
            
7- Política de Investimentos Pessoais
PDF
         
8- Manual de Precificação de Ativos - Patria
PDF

9- Manual de Precificação de Ativos - Itaú (custodiante e controlador dos fundos administrados pelo Patria)
PDF
                  
10- Política de Rateio e Divisão de Ordens
PDF

11- Política de Voto
PDF
                                   
Formulários de Referencia (ICVM 558 Anexo 15-II):

12- Patria Investimentos Ltda.
PDF
                   
13- TERA Capital Gestão de Recursos Ltda.
PDF

14- Manual de Gerenciamento de Risco de Liquidez
PDF

15- Responsible Investment Policy (ESG)
PDF

16- Política de Investimento Responsável (ESG)
PDF

17 - Código de Ética e Regras de Conduta para Terceiros
PDF

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