Banco BTG Pactual S.A.
Unverified XFID Unique Identifier for Banco BTG Pactual S.A.:
XONX43QJK2 4 Second Party Opinions
1 Impact Report
Documents (5)
| XFID | Type | Title | Year | Source | Retrieved |
|---|---|---|---|---|---|
| XF-FUVEB6I-4 | Impact Report | BTG Pactual Green Financing Annual Review 2022 | 2022 | static.btgpactual.com | 31 Mar 2026 |
| XF-Z3N5LWA-L | Second Party Opinion | BTG Pactual Sustainable Financing Framework Second Party Opinion (2021) | 2021 | mstar-sustops-cdn-mainwebsite-s3.s3.amazonaws.com | 5 Mar 2026 |
| XF-ZMM6GDH-J | Second Party Opinion | Banco BTG Pactual Green, Social and Sustainable Financing Framework Second-Party Opinion | 2020 | mstar-sustops-cdn-mainwebsite-s3.s3.amazonaws.com | 5 Mar 2026 |
| XF-ZW0DJT9-4 | Second Party Opinion | BTG Pactual Group Sustainable Financing Framework Second-Party Opinion (2025) | 2025 | mstar-sustops-cdn-mainwebsite-s3.s3.amazonaws.com | 2 Mar 2026 |
| XF-MCAUWOB-O | Second Party Opinion | Banco BTG Pactual Sustainable Financing Framework Second-Party Opinion (2024) | 2024 | mstar-sustops-cdn-mainwebsite-s3.s3.amazonaws.com | 2 Mar 2026 |
Press Coverage (3)
News and trade press mentioning this issuer, tracked in the registry.
- 2024 mstar-sustops-cdn-mainwebsite-s3.s3.amazonaws.com Banco BTG Pactual Sustainable Deposits Annual Review (2024)
- 2024 mstar-sustops-cdn-mainwebsite-s3.s3.amazonaws.com Banco BTG Pactual Annual Review (2024)
- 2021 mstar-sustops-cdn-mainwebsite-s3.s3.amazonaws.com Banco BTG Pactual Green, Social and Sustainable Financing Framework 2021 Annual Review
XF Company Profile
Extra-financial information found across 5 documents in the XframeworkID registry
NACE K Financial & Insurance Activities
Information extracted from documents in the registry. Values are as disclosed; this is not an assessment or rating. Last updated 2 Jun 2026.
Issuer Identity & Structure
- Issuer name and country/jurisdiction
- Banco BTG Pactual S.A., São Paulo, Brazil SPO 2025 2025
- Issuer sector/industry classification
- Financial & Insurance Activities Document Header
- Issuer type
- Bank SPO 2025 2025
Green / Sustainable Finance Framework
- Sustainable bond framework name and version
- BTG Pactual Group Sustainable Financing Framework SPO 2025 2025
- Bond types covered under framework
- Green bonds, Social bonds, Sustainability bonds, Green loans, Social loans SPO 2021 2021
- Project evaluation and selection process description
- Cross-functional project evaluation and selection process with input from Bank's ESG team responsible for project selection SPO 2025 2025
- Management of proceeds approach
- Proceeds tracked and managed by BTG Pactual's Treasury Team SPO 2025 2025
- Eligible use-of-proceeds categories
- Renewable Energy, Energy Efficiency, Sustainable Water and Wastewater Management, Clean Transportation, Green Buildings, Affordable Housing, Affordable Basic Infrastructure SPO 2020 2020
External Review & Verification
- Second Party Opinion (SPO) provider name and assessment date
- Sustainalytics, March 28, 2025 SPO 2025 2025
- SPO preliminary evaluation or credibility rating
- Credible, impactful framework aligned with ICMA principles SPO 2025 2025
Standards & Regulatory Alignment
- Alignment with ICMA Green Bond Principles
- Aligned with Green Bond Principles 2021 SPO 2025 2025
- Alignment with ICMA Social Bond Principles or Sustainability Bond Guidelines
- Aligned with Sustainability Bond Guidelines 2021, Social Bond Principles 2023, Social Loan Principles 2023 SPO 2025 2025
- Alignment with UN Sustainable Development Goals
- SDGs 6, 7, 8, 9, 10, 11, 12, and 15 SPO 2025 2025
ESG Framework & Governance
- Internal ESG governance structure
- Board of Directors, ESG Committee, Chief of Sustainability Officer, and ESG team responsible for implementing environmental, social and climate risk policies SPO 2025 2025
Issuance Details
- Years of green bond issuance history
- 2020-2025 IMPACT 2022 2022
Changes Over Time
Items where disclosed information changed across documents.
Sustainable bond framework name
Bond types covered under framework
Alignment with ICMA Green Bond Principles
Alignment with ICMA Social Bond Principles
Eligible use-of-proceeds categories
2020 Renewable Energy, Energy Efficiency, Sustainable Water and Wastewater Management, Clean Transportation, Green Buildings, Affordable Housing, and Affordable Basic Infrastructure →
2021 Renewable Energy, Electricity Networks, Energy Efficiency, Sustainable Water and Wastewater Management, Clean Transportation, Green Buildings, Resource Efficiency and Pollution Prevention and Control, Environmentally Sustainable Management of Living Natural Resources and Land Use, Affordable Housing, Affordable Basic Infrastructure, Micro, Small and Medium Enterprise Financing and Microfinance →
2022 Renewable energy projects, sustainable water and wastewater management, and other eligible green projects
Alignment with UN Sustainable Development Goals
Project evaluation and selection process description
2020 Dedicated committee to evaluate and select projects to ensure alignment with Framework criteria →
2024 Cross-functional project evaluation and selection process with input from ESG team; Board of Directors, ESG Committee, Chief of Sustainability Officer oversight; uses IFC Performance Standards for financing above certain ticket size
Management of proceeds approach
2020 Bank's Treasury department manages proceeds and allocates to new projects or existing projects commenced within 36 months preceding issuance →
2024 Proceeds tracked and managed by Treasury Team; allocated within 36 months; pending allocation held in cash and cash equivalents →
2025 Proceeds tracked and managed by BTG Pactual's Treasury Team
Temporary investment of unallocated proceeds
Reporting commitments under framework
Annual allocation reporting period
Refinanced vs. newly financed project distinction
Sustainable bond framework name and version