Grupo Bancolombia
Sustainability
To apply ESG criteria to investments we use the following approaches:
• Exclusion: filters are applied to the investment universe in order to exclude those that do not correspond to the investors' preferences. It is applied through the “Controversial Issues Policy”.
• Best in class: we look for leading companies in their sector in terms of compliance with ESG criteria. Example: Invest in issuers with the best ESG Ratings.
• Integration of ESG criteria: explicit and systematic inclusion of ESG aspects in investment analysis and decision making. This involves analyzing financial and ESG information, identifying material ESG issues, and making decisions that involve both aspects.
• Proxy Voting: active participation, through approach meetings, definition of commitments and voting in shareholder meetings with the aim of incorporating ESG issues.
We structure ESG portfolios that seek to generate long-term competitive returns by incorporating sustainability factors into the investment process and selecting the assets with the best ESG ratings relative to their industries. In addition, we perform market execution, management by specialists, and risk control.
Portfolio offerings are available through globally diversified investment strategies, which allow investment through fixed income and equity assets, in local and foreign currencies, for income-generating, capital appreciation, and aggressive capital appreciation investment objectives.
Benefits & Characteristics
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icon-ok Including ESG criteria in investment decisions allows identifying risks and opportunities to achieve long-term competitive returns.
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icon-ok We deliver agile investment decision-making processes so that you can take advantage of timely market opportunities.
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icon-ok The leading industry backs you –in clients and Assets under administration (AUA) numbers.
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icon-ok We give you access to global markets with bargaining power. Preferential conditions are obtained by accessing the financial markets with a significant volume.
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icon-ok We offer you an overview of your portfolio to establish the investment strategy.
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icon-ok As a client, you have direct and permanent contact with your portfolio manager because the assets that make up the portfolio remain with the client.
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icon-ok We optimize profitability according to your risk level, constant measurement, and portfolio risk control.
Seeking to offer alternatives for controlled investment and your business growth, Bancolombia offers you an investment fund portfolio with sustainable characteristics, classified into two types:
Sustainable Income Fund
A collective investment fund managed by Valores Bancolombia S.A. It has been designed to access a diversified traditional and alternative global market assets portfolio and incorporates ESG sustainability criteria. The fund seeks to provide an investment instrument with a high-risk profile to provide capital growth over a long-term outlook and to generate a positive impact on the planet.
High Conviction Income Fund
A collective investment fund managed by Valores Bancolombia S.A. designed to provide investors with a high-risk profile. This instrument incorporates ESG sustainability criteria in its investment process, allowing exposure to worldwide stock markets. Its purpose is capital growth over a long-term horizon combining fixed-income assets, equities, and other investment alternatives, emphasizing the international market.
Characteristics
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icon-ok Type of investment fund: Open-end fund with no long-term agreement.
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icon-ok Minimum Initial Investment (COP): 50,000.00.
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icon-ok Minimum balance (COP): 20,000.00.
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icon-ok Refer to the monthly statement detailing the investment and its yields.
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icon-ok You can only make purchases, deposits, withdrawals, and cancellations at established times.
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icon-ok Deposits and Partial Withdrawals: Starting at COP 1.
We provide comprehensive advice through Grupo Bancolombia Capital on the structuring and placement of thematic bonds (green, social, sustainable, and tied to sustainability indicators) in the local capital market with Valores Bancolombia and other placement agents.
What Are Thematic Bonds?
Thematic bonds (green, social, sustainable, and tied to sustainability indicators) are fixed-income debt instruments where the resources will be applied exclusively to finance environmental or social projects. For sustainable bonds, the resources are used to finance projects with environmental and social benefits. Regarding bonds tied to sustainability indicators, the resources are free allocation subject to fulfilling environmental or social goals.
Green, social, and sustainable bonds replicate the fixed-income product market.
They use existing issuance programs.
Pricing and performance profiles are comparable to traditional bonds.
Benefits & Characteristics
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icon-ok Accompaniment in the construction of the Framework and definition of KPIs and SPTs necessary for the issuance.
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icon-ok Green, social and sustainable bonds replicate the market for fixed income products.
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icon-ok We support the definition of the second-party reviewer for thematic bonds.
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icon-ok They use existing broadcast programs.
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icon-ok We advise on measurement methodologies and monitoring of KPIs or projects according to international standards.
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icon-ok The pricing and yield profile are comparable to traditional bonds.
