Who We Are Quiénes Somos

Our Story

We manage $ 10,7 billion between fixed income, equities, real assets and balanced portfolios.

We have a strong regional team

150+ profesionals dedicated to managing and developing opportunities in Latin America.
Investment centers located in Colombia, Chile and Peru.
We are part of Credicorp, a leading group in the Latin American financial sector.

Experts in Latin America

Succesful in executing and monitoring the best investment ideas in Latin America.
Local resources and deep understanding of the domestic market.
Extensive local network with access to business leaders, the public sector, consultants and intermediaries.

We focus our work on customer service

Focus on generating value for our customers.
Platform dedicated to customer service.

Find more about our Mutual Funds clicking here.

Team

ESG

Responsible and sustainable investments

Responsible and sustainable investments are strategies and practices incorporating environmental, social, and governance criteria (ESG) in the investment process.

The objective is to improve the risk profile and the potential returns of the investments based on the companies’ sustainability as an additional driver of financial performance.

A pillar of our investment philosophy

Our investment philosophy incorporates a responsible investment approach to improve our assessment of risks and opportunities.

Our Commitment

Since June 2020, Credicorp Capital Asset Management became a signatory of the Principles for Responsible Investment (PRI) supported by the United Nations. PRI is a global leader in the promotion of responsible investment.

Our Strategies

We combine diverse responsible and sustainable investment strategies to improve the traditional analysis of risk and opportunities. By incorporating ESG factors, we obtain a broader and richer perspective of our investments, which allows us to enhance the risk-return profile of the assets that we manage.

Exclusion

We avoid sectors that are not consistent with our position as responsible investors.

For further detail, please read our Exclusion Policy Section.

ESG Integration

We include ESG factors systemically and explicitly in our analysis and investment decisions.

It adds on traditional financial analysis.

Examples of ESG:

Active Ownership

We keep a direct and close dialogue with the companies to understand their management of ESG issues and influence them to improve.

This way, we contribute to the companies’ sustainability.

Active ownership strategies:

For further detail, please read our Voting Policy Section.

Thematic Investments

Thematic investments allow us to address specific environmental or social challenges or necessities, generating competitive financial returns simultaneously.