CaixaBI’s priority mission is to promote an investment banking platform between Portugal, Spain and Portuguese-speaking Africa, in its different business areas, providing customers with an integrated financial service in any of the aforesaid geographic regions.
This mission is horizontal to the different product areas: project and structured finance, brokerage, corporate finance – advisory, debt capital markets, equity capital markets, research, financing and structuring area, syndication and sales and venture capital.
The strategic objectives defined by CaixaBI include:
- To operate as an excellence services provider.
- To provide advisory services in liability reorganisation processes for customers with relevant credit exposure in a consolidated level, with the aim of preventing defaults and minimising their impact for the CGD Group.
- In close cooperation with other Group units, to provide support to CGD Group customers’ business growth, both in the domestic market and in their internationalisation strategies for markets where the Group already has a major presence, providing the Group's customers with a comprehensive, diversified, high added-value portfolio of services, benefiting from a privileged knowledge of local markets.
- Invest in Portuguese business relationships that have any of the geographies where Grupo CGD is already present.
Information on the annual production of an activity plan and a governance report
CaixaBI develops an annual planning process as part of its Budget and Activities Plan with the aim of quantifying the strategic objectives for its business units in the medium term.
A management information system is in place, comprising a vast range of periodic reports on the various areas of activity and allowing for the monitorisation of the execution of the approved plan.
A description of the Bank’s activity is presented every year in the Annual Report, which also includes an extensive Governance Report.