Climate Change Strategic PlanningInstitutional Presentation.

July 2017

ABOUT US

INOVATION ON MANAGEMENT OF SUSTAINABLE BUSINESS

We are a multidisciplinary group of

independent professionals with

varied histories and dedicated to the

unfolding of complex challenges in

perennial results. Our focus is to

support our clients in realizing their

shared value generation potential,

aligning their strategies and

practices with a society in constant

changes.

Founded in 2009, based on the belief in values that are intrinsic to the sustainability of a

society, Gestao Origami works in partnership with national and international enterprises

and organizations to find simple and practical solutions to the most complex challenges

of the market and society.

We believe that the development of institutions that addresses socio-environmental

challenges leads to a more solid and perennial economy, multiplying the generation of

shared value.

We are a multidisciplinary group with experience in diverse sectors of the economy,

dedicated to the development of innovative and effective approaches for the

identification and management of pressures, trends and opportunities, aiming to carry

out business with purpose and the generation of social, environmental and economic

positive impacts, in the short, medium and long term.

OUR APPROACH

GESTAO ORIGAMI SUATAINABILITY FROM

STRATEGY TO

IMPLEMENTATION

Consultancy with customized services

and relevant experiences.

Our lens applied to projects make

them unique

FUTURE MANAGEMENT:

SISTEMIC, INTEGRAL, PROFITABLE BUSINESS

Society is constantly changing, forging new values. Companies, as part of this process, must ask themselves what the future holds for them. To glimpse the future is not necessary, since the most important thing is to build the bridge connecting the present to it.

HUMANIZED PLACES:

VAIABLE, FOR ALL, FOREVER

Society is not an abstraction, it is not loose in space. It occurs in places that welcome people, businesses, governments. Companies have a fundamental role in building places that are viable for life, for everyone, forever. It will be increasingly welcomed in new places companies that build a positive legacy wherever it went and left it better than before its arrival.

POSITIVE IMPACTS:

BETTER IS MORE

Products and services can be seen as the source of the problems or the source of solutions. Everything is a matter of point of view, of focusing on new technologies, of investments directed to new materials and relational forms of offering society the solution it asks for. In this context, better Is more. The more, the more results. For all.

LASTING RELATIONSHIPS:

FOR EVER, IF GOOD FOR EVERYONE

No one is so important that can transform the world alone, or so insignificant that can not contribute to anything. More than engaging, the challenge is to transform. And all this will occur to the extent that it is good for everyone. It will last if it makes sense to all who are part of the relationship.

BEYOND PROFIT:

SOLIDARITY IS THE ESSENCE OF EVERYTHING

You have to be pragmatic in business. But you have to be supportive in life. One is the basis for the other. Life is the business sense, not the other way around. It will be more and more successful the company that is able to ally reason and emotion, result and happiness, selfishness and altruism. And not only in words, but in attitudes, behavior, vision.

SOME OF OUR CLIENTS

160+

projects

40+

clients

SOME EXPERIENCES, STRATEGIC PLANNING

Mapping of sustainability material

issues and Board validation

Definition of

sustainability

strategic pillars,

prioritization of

themes, goals and

objectives

Development and implementation of the company's Strategic

Sustainability Agenda

Internalization of the risks associated

with climate change in the Bank's

various segments, through the

development of a proposal for

action, action plans and monitoring

indicators

Elaboration of a sectoral study, market

benchmarking, regulatory and consumer market

pressures and governance models for

Sustainability

OUR BUSINESS MODEL

We are all partners

The sharing of learnings and benefits must be equally based

on the sharing of responsibilities.

By incorporating professionals that receive their financial

compensation exclusively from their personal efforts, the

quality of their work and their entrepreneurism (innovate,

based on calculated risks) we will create an internal

environment of cooperation, elevating the quality of our

technical results to our clients, and therefore making our

business perennial.

We understand this is the best definition of “partner”.

OUR SOLUTIONS

INSTITUCIONAL PARTNERSHIPS

CDP is an international, nonprofit organization that provides the most complete global environmental disclosure

system with the largest corporate database on climate change, water and forests. This information generates

insights that enable investors, businesses and governments to mitigate the risks of using energy and natural

resources, as well as identifying opportunities for a more responsible approach to the environment. Today CDP

has more than 74 signatory investors in Latin America (69 Brazilians), who represent almost 10% of investors -

signatories worldwide.

Gestão Origami has been an institutional partner of CDP since 2013 and is responsible for the implementation

of the scoring methodology for evaluation and orientation of the companies participating in the program in Brazil.

In addition, we have prepared the results reports of the Climate Change programs

The PRI - Principles for Responsible Investment - is a global initiative launched in 2006 with the support of the United

Nations. There are over 1,400 institutional signers and more than $ 59 trillion in assets under management

committed to six principles related to the integration of environmental, social and corporate governance practices.

Gestao Origami is PRI signatory and participates in the ESG Practices Working Group as a technical specialist

organization. The group was created in order to foster discussions through cooperation between companies and

investors, seeking to exchange experiences in a transparent way, changes in corporate behavior and ESG

performance and increasing investors' knowledge in integrating these aspects into the analysis and Monitoring of

investments.

VALUE GENERATION AND PROTECTION FROM SUSTAINABILITY

SUSTAINABILITY

VALUE GENERATION VALUE PROTECTION

SHORT TERM

(Efficiency Gains)

LONG TERM

(Competitive Gains)

SHORT TERM

(Risk Mitigation)

LONG TERM

(Reputation Strengthening)

Operational

Efficiency

Capital

Access

Revenue

Increase

Innovation &

BrandingCompliance

License to

OperateGovernance Reputation

• Operational efficiency – sustainability has its

essence in efficiency (operational costs/

revenue). Adopting sustainable practices

reduces costs (energy, water, waste,

packaging, logistics).

• Capital access – investors and financial market

has been adopting socio and environmental

issues in credit analysis, project finance and

IPOs. Companies that incorporate sustainable

practices tend to have facilitated access to

credit and more a competitive interest rate and

reduced cost of capital.

• Revenues increase – sustainability deals

directly with key competitive factors and long

term revenue increase, that is client and

employees satisfaction.

• Innovation & Branding – intangible assets are

more relevant than ever for competitiveness

and value generation. Sustainability stimulates

product, services and process innovation and

aggregates value to brands.

• Compliance – environmental and social

liabilities has been increasing with more

restrictive regulations and civil society pressure

what contaminates future balance sheets with

potential losses.

• License to operate – adopted practices that

transcend regulation, when efficiently

implemented, tend to prevent future risks and

mitigate them. Adoption of social and

environmental management system besides

mitigate losses tend to generates value for

business.

• Governance – good governance (ethics,

values, transparency) is essential to increase

quality to relationships with all stakeholders.

• Reputation – is a temporal construction resulted

from the perception built from concrete actions.

Walking the talk constitutes the companies’

reputational basis. Companies with strong

reputation tend to suffer less impacts in their

value chains.

CLIMATE CHANGE STRATEGIC PLANNING. WHAT IS ABOUT?

Structured process of

understanding sustainability

from business perspective

Monetization of material issues

to business focused on value

generation and protection

National and international industry

study and benchmarking analysis

that inspires choices

Internal alignment and

leadership engagement in the

definition of strategic focus.

The agenda develops:

Value chain analysis focusing on climate change risks and opportunities

Analysis of the demands of buyers' markets and the positioning of the competitor

Financial sensitivity analysis of the impacts taking into account business profile

Study of the current operational business model and governance model

Building opportunities for value generation and protection

Generating content and clarity for sustainability definitions:

Positioning, Strategic Pillars, Objectives, Goals and Governance

Climate Change

Strategic Planning

VICENTE MANZIONE FILHO

Education Bachelor degree in economics at Mackenzie University (Sao Paulo, 2001), MSc in Environment and Development at LSE – The London School of Economics and Political

Science (UK, 2003), specialized in Education for Sustainability at Schumacher College (UK, 2008) and in Business of Oil, Gas and Biofuel at FIA (São Paulo, 2008).

Profile Sustainable development consultant with more than 15 years of experience in designing, coordinating, and executing projects. Broad set of skills comprising the prerogatives

of a senior consultant in sustainability, with commercial and technical vision about the materiality of environmental, social and, governance factors. Acquired managerial,

analytical and interpersonal skills shown through various studies and projects with corporations, local governments, NGOs, and academy. Leads and is part of multidisciplinary

and collaborative teams in complex projects with diverse stakeholders. Fluency in Portuguese and English.

Experience ➢ Founding partner at Gestao Origami (2009- current)

Main projects

• VOTORANTIM SA - Advisory support to assess of company’s investment portfolio climate change risk and opportunity

• FIRJAN - Executive Training in Social Innovations for industries in RJ, including mapping, participatory diagnosis and fund raising opportunities.

• UNILEVER - Elaboration of the Progress Report of the 2014 and 2015 Sustainability Plan.

• CDP - Partnership manager to score the Investor and Supply Chain Programs Climate Change and Water.

• M. DIAS BRANCO - Definition of Sustainability Strategic Agenda.

• PETROBRAS - Review of Environmental and Social Investment Strategy.

• EDP ENERGY BRAZIL - Engagement Strategy and Definition of Critical Issues, Preparation of the Annual Report 2012 and Structuring Stakeholder Relationship Plan.

• VOTORANTIM INDUSTRIAL - Assessment of Trends in Reporting and Strategy Proposition for the Integrated Report 2012.

• VOTORANTIM INDUSTRIAL - Structuring the basic design of Votorantim Natural Reserve.

• DUKE ENERGY - Benchmarking study and analysis of the regulatory framework for climate change and its impacts for the company.

• VOTORANTIM INDUSTRIAL - Exploratory Study on the State of Sao Paulo Climate Change Policy and its impacts on the operations of the Votorantim Group.

• ITAU UNIBANCO – Elaboration of the sustainability indicators matrix.

• PERNANBUCANAS – Definition of Sustainability Strategic Agenda.

• VOTORANTIM METALS - Implementation of the Sustainability Strategic Agenda, Education for Sustainability Pillar.

• PEPSICO – Implementation of the Sustainability Strategic Agenda, Education for Sustainability Pillar.

➢ Methodist University of São Paulo Environmental Centre, Lecturer and Assessor (2004-12)• Design and implementation of the Methodist Sustainable Program. Development of the pedagogical projects of the courses Environmental Technology and Management; Environmental

Engineering and lato sensu specialization in Environmental Management and Sustainability. Researcher: Project `Economic Valuation of Environmental Services at the Billings Reservoir´ funded

by FEHIDRO - State of São Paulo Hydro Fund (technical and managing activities)

• Lecturer on modules: Sustainability, Environmental Policy, Environmental Management at the courses: Environmental Management and Technology, Business Administration and Biology

(classroom and distance learning).

➢ ICLEI Brasil – Local overnments for Sustainability, Associate consultant (2007-09)• To conduct a detailed study aiming to identify CDM – Clean Development Mechanism project opportunities for the City of São Paulo Secretary for the Environment.

• To collaborate, in partnership with FGV-SP/CES, in the research to subsidize the formulation of the City of São Paulo Municipal Policy on Climate Change.

➢ In the past was project coordinator at Brasilinvest Group (2004-05) and environmental analyst at ERM Brazil (2000-01).

PARTNER RESPONSIBLE

CONTACT

Vicente Manzione Filho

vicente.manzione@gestaoorigami.com.br

+55 11 3030 6740

+55 11 982 599 912

Gestao Origami

Rua Claudio Soares 72 - 15º andar, sala 1512 - Pinheiros - Sao Paulo, SP, Brazil