ESG

At San Jose Capital we have defined our guiding principles to encompass a responsible and sustainable approach to Environmental, Social and Governance (ESG) standards.

Our responsible investment policy is focused on two main objectives:

Integrate ESG criteria into our investment decisions to create long-term value for investors and support the development of a sustainable economy as a responsible investor
Follow an ESG engagement policy to create constructive dialogue with our companies and help them improve

A family office created with impact investing as its mission and focus, San José Capital seeks market rates of financial return on its investments, as well as maximum social and environmental impact. It applies a rigorous portfolio management lens to for-profit and philanthropic capital with the aim of aligning financial performance and public benefit. With this approach, considers the differentiated ramifications of your investment choices while seeking appropriate financial returns for each asset class or venture.

When investing, San José Capital seeks to put capital to work in highly productive ways: helping mission-driven companies and projects achieve scale, supporting entrepreneurs whose innovations drive change, and partnering with other investors to accelerate economic progress. Operating in thriving markets, its in-house team and consultants are dedicated to making direct investments, performing due diligence and managing your portfolio over time. In addition to funding innovative early-stage businesses that improve living standards, create economic opportunities, and cleanly and efficiently deliver products and services to underserved communities, San Jose Capital also invests in traditional asset classes through third-party investment managers.

We consider investment opportunities into three distinct impact categories: Impact investing in building ecosystems, Human capital development and Catalytic investments.

IMPACT INVESTMENT ECOSYSTEM

HUMAN CAPITAL DEVELOPMENT

CATALYTIC INVESTMENTS

Innovations with the greatest potential for impact often face barriers of scale that cannot be overcome with traditional capital structures. The Catalytic Capital Portfolio to San José Capital , a collaboration between our initiatives and ventures team, prioritizes these innovative solutions. As a family office with a diversified investment and philanthropic capital toolkit, the aims to help companies and industries overcome barriers to scale by providing flexible and patient financing. Our team seeks leaders who challenge the status quo and who have a game plan to graduate with our support, removing a barrier to scale for their organization and others within the industry.

COMMITMENT

San José Capital and its investments adhere to international best practices regarding environmental and social responsibility, corporate governance and ethics (ESG).

RESPONSIBILITY

Our teams are committed at all levels to these best practices, which guide our business operations.

We recognize that ESG issues can impact the performance of our portfolio companies across businesses, industries and geographies. We align our ESG principles with the United Nations-supported framework for Principles for Responsible Investment.

Based on our fundamental principles of responsible investing:

We incorporate ESG principles into our investment analysis and decision-making processes, as well as our equity policies and practices.

We require adequate disclosure on ESG issues from our portfolio companies

In addition to external support, has internal checks, systems and procedures to ensure good governance, compliance and control. We continually strive to ensure that all of our dealings adhere to the highest ethical standards. Furthermore, San José Capital also ensures that its investments and operations are conducted in a manner that reflects fair dealing with business partners, customers and other interested parties.

We continually review global best practices to ensure that group companies remain in line with international gold standards for compliance and corporate governance.