What are Mission Vision & Core Values of Itaúsa Company?

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What drives Itaúsa's strategic direction?

Mission and vision statements are the strategic compass for any successful business, articulating its purpose and aspirations. They shape corporate identity, influence decisions, and drive execution. Itaúsa S.A., Brazil's largest publicly traded holding company, holds a significant position in the Latin American market with a diversified portfolio.

Their mission, vision, and core values are crucial in directing their long-term value creation strategy and fostering a positive impact for Brazil, guiding investments and operational strategies across their diverse holdings. What are the Mission, Vision, and Core Values of Itaúsa?

Itaúsa's mission focuses on strategic investments in key sectors of the Brazilian economy. This includes finance, through its significant stake in Itaú Unibanco, and infrastructure, with investments in companies like Aegea Saneamento and NTS. The company aims to generate sustainable value while contributing to national development, aligning its financial performance with positive societal impact.

Strategic Investment

Itaúsa's mission emphasizes investing in sectors vital for Brazil's growth, such as finance, infrastructure, and energy.

Ethical Governance

A core aspect of Itaúsa's corporate principles is maintaining high standards of ethics and robust governance across its portfolio.

Long-Term Vision

The company's business strategy is rooted in a long-term perspective, fostering sustainable value creation for stakeholders.

Transformative Impact

Itaúsa seeks to connect financial results with a positive, transformative impact on the Brazilian economy and society.

Diversified Portfolio

The mission supports a diversified portfolio, including finance, construction materials, and sanitation, to mitigate risks and enhance stability.

Value Creation

Itaúsa's purpose and values drive continuous pursuit of value creation through strategic investments and operational excellence.

Itaúsa's mission is implicitly woven into its operational philosophy: to invest in companies and sectors that drive Brazil forward, guided by ethics, strong governance, and a long-term vision, connecting results with transformative impact. This mission targets the Brazilian economy and its people, with a focus on diversified sectors including finance, construction materials, consumer goods, mobility, sanitation, energy, and infrastructure. The unique value proposition lies in its role as a transformative agent, building businesses that generate sustainable value and contribute to Brazil's development. For instance, their primary investment in Itaú Unibanco, Latin America's largest financial institution, directly reflects this mission by providing a broad range of financial products and services to individuals and corporations, thereby fueling economic activity. Additionally, their investments in sanitation company Aegea Saneamento and infrastructure company NTS demonstrate a commitment to foundational sectors crucial for national progress. The mission is strongly customer-centric in its broader sense, aiming for societal benefit through strategic investments, and innovation-focused through its continuous pursuit of value creation and positive impact. For more insights into the market dynamics, consider exploring the Competitors Landscape of Itaúsa. As of Q1 2024, Itaúsa reported a net income of R$ 3.8 billion, demonstrating the financial strength supporting its mission. The company's equity income from its investees, particularly Itaú Unibanco, remains a significant contributor to its overall performance, reinforcing its strategic objectives and values.

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Itaúsa's vision for the future emphasizes its role as a prominent investment holding company. It aims to propel Brazil's sustainable development by making responsible and impactful investments. This strategic approach seeks to generate enduring value for both its shareholders and the broader society, aligning with Itaúsa's corporate identity and long-term strategic objectives and values.

Long-Term Value Creation

Itaúsa focuses on creating sustainable value for shareholders and society through its investment portfolio.

Sustainable Development

The company is committed to fostering Brazil's development through responsible and impactful investments.

Leading Investment Holding

Itaúsa strives to maintain its position as a top-tier investment holding company in Brazil.

Responsible Investments

Investments are made with a strong emphasis on responsibility and positive societal impact.

Societal Impact

The vision extends beyond financial returns to include significant contributions to society.

Future-Oriented Growth

Itaúsa's vision is forward-looking, aiming for continuous growth and influence in the Brazilian market.

Itaúsa's vision is to be a leading investment holding company that drives Brazil's sustainable development through responsible and impactful investments, fostering long-term value for shareholders and society. This vision is future-oriented, emphasizing sustainable development and transformative impact. Its scope is national, aiming to move Brazil and Brazilians forward by investing in key sectors. The vision appears realistic yet aspirational, given Itaúsa's established position as Brazil's largest publicly traded holding company with a 50-year history of investing in leading brands. Their commitment to strengthening governance and evolving their sustainability strategy, as highlighted in their 2024 Integrated Report, further supports the realism of their long-term aspirations. Understanding Itaúsa's corporate purpose and its Growth Strategy of Itaúsa reveals how these principles guide its operations and investments, reinforcing Itaúsa's commitment to its values and its vision for sustainable growth.

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Itaúsa's core values serve as the foundational principles guiding its strategic decisions and corporate culture. These values are deeply embedded in its operations, influencing everything from investment strategies to stakeholder engagement. The company's commitment to these principles ensures a consistent approach to business, fostering trust and long-term sustainability. Itaúsa's corporate principles are ethics, strong governance, long-term vision, and positive impact for Brazil.

Ethics

Itaúsa consistently emphasizes ethical conduct as a cornerstone of its operations, manifesting in a commitment to transparency and legal compliance. This is demonstrated by its voluntary publication of annual reports since the 1980s and being the first Latin American holding company to adopt IIRC principles. In 2024, its Board of Directors achieved 50% independent members, including the chairman, reinforcing strong governance and ethical oversight.

Strong Governance

A robust governance model is central to Itaúsa's identity, evident in its strategic and financial direction of portfolio companies. It promotes a culture of solid governance and ethical conduct, ensuring investees operate autonomously within a framework prioritizing risk management, compliance, and ethics, as outlined in their corporate policies and code of conduct.

Long-Term Vision

Itaúsa is committed to long-term value creation, driving its investment strategy to seek assets capable of generating sustainable value and remaining in its portfolio for the long term. This is reflected in its liability management strategy, which has resulted in no principal debt maturity until 2028, ensuring financial stability for sustained growth.

Positive Impact for Brazil / Sustainable Development

This value underscores Itaúsa's commitment to societal contribution, investing responsibly and acting as an agent of change to build businesses that create value and impact Brazil's sustainable development. The Itaúsa Institute, which in 2024 supported 30 projects and allocated over R$36 million, aims to accelerate Brazil's transition to a more productive economy that is positive for the climate, nature, and people.

These core values define Itaúsa's corporate identity and strategic objectives. To understand how these principles have shaped the company over time, explore the Brief History of Itaúsa. Discover how Itaúsa's mission and vision influence its strategic decisions in the next chapter.

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A company's mission and vision are fundamental to its strategic decision-making, providing a compass for its long-term direction and operational focus.

These statements shape how a company allocates resources, identifies growth opportunities, and navigates market challenges.

Itaúsa's Strategic Compass: Mission, Vision, and Values

Itaúsa's mission and vision are intrinsically linked to its business strategy, emphasizing efficient capital allocation, business longevity, and a shared culture.

• The mission to 'invest in companies and sectors driving Brazil forward' guides investments in critical national development sectors.
• The vision of 'driving Brazil's sustainable development' is reflected in significant allocations to impactful initiatives.
• Strategic decisions, such as portfolio expansion and diversification, are direct outcomes of these guiding principles.
• This commitment ensures alignment with Itaúsa's overarching goals and fosters solid governance and ethical conduct.

Mission in Action: Driving National Progress

Itaúsa's mission to invest in sectors that propel Brazil forward is evident in its strategic investments. For example, their significant stakes in infrastructure companies like CCR and NTS, and energy companies such as Copa Energia, directly support national development objectives.

Vision for Sustainable Development

The company's vision for driving Brazil's sustainable development is actively pursued through initiatives like the Itaúsa Institute. In 2024, the Institute allocated over R$36 million to projects focused on fostering a more productive economy and positively impacting climate, nature, and people.

Strategic Decisions Guided by Long-Term Vision

Itaúsa's strategic decisions are consistently guided by its long-term vision. The completion of a PE Growth/Expansion deal with Aegea Saneamento e Participações in 2025 exemplifies their commitment to key sectors. Furthermore, their liability management strategy, with no principal debt maturity until 2028, ensures financial stability for future investments.

Influence on Portfolio and Governance

The company's mission and vision influence product development, market expansion, partnerships, and acquisitions by actively participating in the strategic and financial direction of its investees. This oversight promotes a culture of solid governance and ethical conduct, ensuring alignment with Itaúsa's overarching goals.

Measurable Success and Value Creation

Itaúsa's commitment to its principles is reflected in its financial performance. Recurring profit reached R$14.1 billion in 2023, the highest in its history. Additionally, the company declared additional dividends of R$3.1 billion in February 2024, bringing the total for 2023 to R$8.0 billion, a 100% increase from 2022, demonstrating significant value creation for shareholders.

Core Values in Daily Operations

These guiding principles shape day-to-day operations by fostering a culture that values human capital and prioritizes efficient capital allocation. Long-term planning is deeply rooted in their commitment to sustainable value creation and contributing to Brazil's sustainable development, aligning with Mission, Vision & Core Values of Itaúsa.

Itaúsa's mission and vision are pivotal in guiding its strategic decisions, ensuring consistent alignment with its long-term objectives and commitment to sustainable growth.

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Refining Itaúsa's mission and vision can enhance its strategic positioning and alignment with evolving global expectations. These adjustments aim to embed a stronger emphasis on technological advancement and broader sustainability commitments.

Integrate Technological Innovation into Vision

Explicitly incorporating a commitment to leveraging emerging technologies for efficiency and impact would strengthen Itaúsa's vision, positioning it as a forward-thinking entity in its sectors.

Align with Global Sustainability Frameworks

Explicitly mentioning alignment with broader global goals, such as the UN Sustainable Development Goals, could enhance Itaúsa's international appeal and demonstrate a deeper commitment to global challenges.

Emphasize Direct Consumer Benefits and Circular Economy

Highlighting how strategic guidance to investees promotes sustainable consumption or resource efficiency could resonate more strongly with contemporary audiences concerned about environmental impact.

Strengthen Commitment to Responsible Investment Practices

Reinforcing the emphasis on responsible and impactful investments, particularly in how they contribute to Brazil's sustainable development, solidifies Itaúsa's corporate identity and its role in the economy.

Itaúsa's mission is to be a leading investment holding company that drives Brazil's sustainable development through responsible and impactful investments. This mission underscores a commitment to long-term value creation for shareholders and society, reflecting its strategic approach to business and its role within the Brazilian economy. The company's vision for the future is intrinsically linked to this mission, aiming to maintain and expand its leadership position by fostering innovation and sustainable practices across its diverse portfolio of businesses.

The core values of Itaúsa serve as the guiding principles for its operations and decision-making. These values are fundamental to its corporate identity and shape its company culture. Understanding Itaúsa's corporate purpose reveals a dedication to ethical conduct, operational excellence, and a forward-looking perspective that anticipates market changes and societal needs. Itaúsa's commitment to its values is evident in its consistent performance and its proactive engagement with environmental, social, and governance (ESG) factors.

Itaúsa's business strategy is built upon a foundation of strong corporate principles and a clear understanding of its target market. The company's strategic objectives and values are intertwined, ensuring that growth is pursued responsibly and sustainably. For instance, in 2023, Itaúsa reported a net income of R$ 15.3 billion, demonstrating its robust financial health and the effectiveness of its business strategy. This financial strength allows Itaúsa to continue investing in its portfolio companies and pursuing new opportunities that align with its long-term vision for sustainable growth.

The Itaúsa mission vision and strategic pillars are designed to create a synergistic effect, where each element reinforces the others. The company's mission vision and values are not static; they evolve to meet the challenges and opportunities of the global market. Itaúsa's core values in practice are demonstrated through its investments in sectors such as financial services, energy, and water, where it seeks to implement best practices and drive positive change. The Target Market of Itaúsa is broad, encompassing various industries critical to Brazil's economic development.

Itaúsa's vision for sustainable growth is a testament to its long-term perspective. The company's mission statement is a clear declaration of its purpose, and its core values are the bedrock upon which it builds its success. By adhering to its guiding principles, Itaúsa aims to not only achieve financial success but also to contribute meaningfully to the progress and well-being of society.