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Banco BTG Pactual S.A.

PRI reporting framework 2018

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Basic information

OO 01. Signatory category and services

01.1. Select the services and funds you offer

% of assets under management (AUM) in ranges

% of assets under management (AUM) in ranges

Further options for investment managers (may be selected in addition to the above)

01.3. Additional information. [Optional]

BTG Pactual Group is an investment bank and asset and wealth manager with a dominant franchise in Brazil, and a successful international investment and distribution platform. BTG Pactual Group has international investment platforms located in London and New York, which in partnership with its Brazilian and other Latin American offices offers investment products and services in global emerging markets to our client’s base. 


OO 02. Headquarters and operational countries

02.1. Select the location of your organisation’s headquarters.

Brazil

02.2. Indicate the number of countries in which you have offices (including your headquarters).

02.3. Indicate the approximate number of staff in your organisation in full-time equivalents (FTE).

2000 FTE

02.4. Additional information. [Optional]

Currently, BTG Pactual has offices on three continents, and provides a comprehensive range of financial services to a Brazilian and global client base that includes corporations, institutional investors, governments and high net worth individuals. BTG Pactual has presence on South America (Brazil offices: São Paulo, Rio de Janeiro, Brasília, Recife, Porto Alegre, Belo Horizonte, Salvador, Curitiba; Colombia offices: Medellín and Bogotá; Lima; Buenos Aires; and Santiago), North America (New York, Miami and Ciudad de México) and Europe (London and Luxembourg).

As reported above, in December/2017, BTG Pactual had nearly 2000 staffs in full-time equivalents, of these about 300 exclusively dedicated to Asset Management business. 


OO 03. Subsidiaries that are separate PRI signatories

03.1. Indicate whether you have subsidiaries within your organisation that are also PRI signatories in their own right.

03.3. Additional information. [Optional]


OO 04. Reporting year and AUM

04.1. Indicate the year end date for your reporting year.

31/12/2017

04.2. Indicate your total AUM at the end of your reporting year, Exclude subsidiaries you have chosen not to report on and any advisory/execution only assets.

Total AUM
trillions billions millions thousands hundreds
Currency
Assets in USD
trillions billions millions thousands hundreds

04.5. Additional information. [Optional]


OO 06. How would you like to disclose your asset class mix

New selection options have been added to this indicator. Please review your prefilled responses carefully.

06.1. Select how you would like to disclose your asset class mix.

Internally managed (%)
Externally managed (%)

 

Listed equity <10% 8 0 0
Fixed income 10-50% 27 0 0
Private equity 10-50% 10 0 0
Property 10-50% 14 0 0
Infrastructure <10% 6 0 0
Commodities 0 0 0 0
Hedge funds 10-50% 27 0 0
Forestry <10% 8 0 0
Farmland 0 0 0 0
Inclusive finance 0 0 0 0
Cash 0 0 0 0
Other (1), specify 0 0 0 0
Other (2), specify 0 0 0 0

06.2. Publish asset class mix as per attached image [Optional].

06.3. Provide contextual information on your AUM asset class split. [Optional]


OO 07. Fixed income AUM breakdown (Private)


OO 08. Segregated mandates or pooled funds (Not Applicable)


OO 09. Breakdown of AUM by market (Private)


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