shared value iy

Consultoria Empresarial, Governança Corporativa e Compliance

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Business Advice, Corporate Governance and Sustainability


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Instituto Yiesia has the following objectives:

•  To intentionally provoke companies to reflect on themselves so that they are able to reinvent themselves and exercise greater leadership as a result of having acquired the power stems from knowledge.

•  To identify the best practices for the core business of each company and incorporate them into everyday practices.

Instituto Yiesia


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•  The most inspiring leadership will rely on consistent knowledge of good practices of Corporate Governance and Sustainability.

•  Instituto Yiesia wants to be recognized as a stimulating intermediary that draws together in-depth knowledge and that certain sparkling potential to bring about transformation.

Instituto Yiesia


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•  Companies need to be surrounded by knowledge to have the appropriate wisdom when making decisions; they should be assertive in their ability to gather the resources that allow them to achieve challenging targets; and in addition they cannot do without initiative to take the next step.

•  This is the only way to become a sustainable and sound leader.

Building leadership


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Provide your company with the tools required for success


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Reinventing in the context of transformation provided by Corporate Governance


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The challenge and its importance: Capitalism – a love story

Financial institutions have lost credibility and trust over the past financial crisis and the traditional business model is being challenged.

That’s why banks should switch to a new framework in which players are committed to find innovative solutions to societal problems and promote a positive change towards a values driven model of banking.


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The current thinking

Historically, the financial markets have demonstrated (i) prejudice against long term thinking and (ii) no collective consensus of good economy, which means that the values underlying the current system are incompatible with sustainability.


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The promises broken

What we see is that financial institutions are undermining sustainability and responsible finance could be further explored in order to rebuild stakeholders’ trust and generate potential for value creation.


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The lack of monitoring of bank’s behavior as a barrier to a switch

A great issue is that banks do not have appropriate risk management systems in place to ensure compliance with written policies and may suffer reputational risk from association with an environmental disaster experienced by a borrower.

What actions should be taken in order to avoid abuses and minimize socially detrimental impacts that their transactions may cause.


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Reconnecting with stakeholders as a solution

By engaging stakeholders the bank promotes buy-in that triggers a transformational change; however, the status quo in management needs to suffer a change with the birth of a new generation of leaders, which means that a specific mind set towards a new model of management focused on shared values shall be encouraged.


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The guiding question

If financial institutions consider their fiduciary duty to be the maximization of shareholders’ profits why shouldn’t they also direct this commitment in creating benefit for society as a whole?

If they understand this vision, customers will feel more attracted to the bank.


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The new banking model

It is about rethinking the current banking activity towards a sustainable ecobanking model that acts as an agent of change for the all financial industry.

Financial institutions must realize that they can make money work for a positive social environmental change.


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The future

The change will only happen when products and projects are directly concerned with helping customers, addressing societal challenges and bringing meaningful benefits for a wider community.

The shared value concept is an important contribution that has the potential to change the behavior of an entire industry.


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The shared value approach

Financial institutions can make money work for positive change with projects that bring meaningful benefits for a wider community and have a positive impact on customers.

Stakeholder satisfaction leads to profitability and value creation, which contributes to the development and growth of the capital markets industry.


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The happy correlation

Case studies show a positive relationship between customer satisfaction and financial performance.

It has been evaluated that consumers take into account other aspects different from the price when making an investment decision, valuing what could have an impact on their wellbeing.


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Successful cases

Cases researched include Triodos Bank in The Netherlands, Grameen Bank in Bangladesh, ICICI Bank in India and Caja de Ahorros de Navarra in Spain.

All promoting a creative approach offering products that benefit society and the environment, combining their mission with profitability and creating a positive change in the lives of the community.


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The question


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The new framework

The proposal is the implementation of a new business model to address stakeholders’ needs, understand how urgent these needs could be and how the stakeholders interest may affect the bank.

The framework evaluates resources needed to meet the social gaps and how the bank will be able to attract the stakeholders to its cause. Definition of who will interact with the stakeholders and how the bank will communicate its strategy.

This will improve systemic financial stability, rebuild trust, foster accountability, benefit society and increase profitability at the same time.


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The final touch

The process of change requires not only shared values but also strong leadership with the ability to truly engage the stakeholders.

The outcome will be the successful implementation of a sustainable business model within the organization that will translate into competitive advantage.

The journey towards a sustainable banking model is never ending, but it’s about time to begin.


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•  Increasing management effectiveness •  Improving competition •  Gaining access to better sources of

funding and alternatives •  Contributing to increase the company’s

market share •  Drawing the company’s attention to the

importance of understanding and monitoring risks

•  Preparing companies for mergers or sales •  Preparing companies for IPOs •  Securing business longevity and protect

existing assets •  Contributing to business sustainability •  Protecting the company’s image and

reputation

Advice Objectives and methods


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“(...) Certainly, she is a reference for me as well and I hope to have the opportunity to work with her again (…)”

Elenice Faboci, HR Manager, ANBIMA – Financial and Capital Markets Association

Recommendations

“Ana Paula played a critical role in establishing Standard Chartered Bank in Brazil (…)”

Mark Gross, CEO and Head, Origination & Client Coverage, Standard Chartered Bank

“(…)she posesses that hard to find combination of fine legal skills and good commercial instincts(…)”

Lee Siegel, Managing Director and General Counsel, Dresdner Kleinwort


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“(…)We achieved strategical goals at Dresdner Kleinwort, sometimes setting standards to the market(…)”

Leo Yamaoka, Vice President, Dresdner Kleinwort

Recommendations

“(…)She was a key player in the structuring of several complex credit derivative products (…)”

Rodrigo Parrode M. de Araujo, Director, Dresdner Kleinwort

“(...) solid knowledge of the legal and even commercial aspects involved; – readiness of response; – provider of a great sense of comfort and security (…)”

Ernando Antoniolli, Head of Agribusiness, HSBC


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“(…) she is experienced and dedicated to appropriate compliance and governance management even in difficult situations where politics may obstruct her efforts.”

Daniel J McQuoid, Managing Director & Country Mgr., Bank of America

Recommendations

“(…) She is a team player and understands the complexities of having to manage compliance issues (…)”

Andre Barake, Managing Director, Bank of America

“(…) impressive drive for excellence, as the output of her high ethical values, her profound technical expertise and continuous search for new information (…)”

Agusti Rodes, Operations Manager/Project Manager, ING Bank

“(…) Ana Paula is a VERY fine professional, extremely organized, diligent, holder of a broad sense of responsibility (…)”

Fernando Sandoval, Manager of the Legal Dept, ING Investment Banking


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Check out our videos


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Rua Jesuíno Arruda 541 suite 7 - 04532-081 - São Paulo - SP - Brasil Tel.: +55 (11) 3078 4285

[email protected] - www.yiesia.com.br

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