Advisory Services and Sustainable Investment: A Strategic Opportunity in Latin America

In late August 2025, the International Finance Corporation (IFC), the private arm of the World Bank, and BTG Pactual, the largest investment bank in Latin America, announced a global partnership with regional ambition: to mobilize up to USD 1 billion in sustainable and development-focused investments by 2028. This initiative represents a decisive step in consolidating sustainability as a driver of economic growth, particularly in areas with significant environmental, social, and fiscal impacts.

What does this mean for business and finance?

1. The private sector as a driver of change

The agreement reinforces the idea that private companies can and must play a leading role in the climate agenda and in transformative initiatives that foster economic and social development.

2. Strong focus on technical and financial criteria

The allocation of resources will follow strict technical and financial standards, ensuring transparent and reliable investment processes.

3. Strategic investment areas

Funds will target projects in conservation, sustainable infrastructure, and the bioeconomy —with an emphasis on Brazil and the Amazon—as well as broader social and environmental development. These areas create clear synergies with accounting, tax compliance, and advisory services, especially in a regulatory context that demands transparency, traceability, and measurable outcomes.

Opportunities for tax, payroll, and accounting advisory firms

ServiceStrategic Opportunity

Tax Advisory & Transfer Pricing: Designing tax structures that optimize green incentives and ensure compliance in cross-border operations.

Payroll & Accounting Management: Implementing robust systems to handle new financing flows with full traceability and reporting aligned with international standards.

Tax Compliance & ESG Reporting Supporting clients with integrated reports that meet fiscal and ESG requirements, providing credibility to investors.

Transfer Pricing Consulting: Ensuring that related-party transactions reflect market conditions and reduce tax controversy risks.

The IFC–BTG Pactual partnership underscores a clear trend: sustainable investment is no longer optional—it is becoming the core of regional economic growth. For firms offering financial, tax, and accounting advisory services, this shift creates a strategic opportunity to guide clients through a rapidly evolving landscape.

Next steps for your business:

  • Align services with ESG standards and international frameworks such as IFC’s.
  • Strengthen your compliance and reporting offerings, increasingly demanded by impact investors.
  • Communicate this added value: beyond compliance, your services provide security, transparency, and competitiveness in the sustainable economy.
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