Strategic Management
What We Do
Global asset management solution platform.
Long Term Goals Alignment: Profile Design, Life Cycle, Portfolio Structure, Investment Policy, Training, Communication with Participants of the fund, etc.
Dynamic portfolio management by class and strategic allocation, as well as portfolio risk management. (top-down)
Continuous and in-depth selection and monitoring of the best funds, managers and products, with our own bottom-up rating scale, in accordance with Res. CMN 4661.
Support in all operational and regulatory spheres related to investments. Tailor made structures according to your chosen products or services needs.
As a portfolio manager authorized by a regulatory body (CVM), we are able to negotiate and reduce the total cost of management.
The information contained herein is only informative. Past profitability does not represent assurance of future profitability. Investors are urged to read the fund prospectus and regulations carefully before investing. Investment funds are not guaranteed by the fund administrator, the fund manager or by the Credit Guarantee Fund (FGC). To assess the performance of an investment fund it is recommended that a period of at least 12 months be analyzed. The profitability disclosed is not net of taxes; for more information about products and risk of funds, please contact our Customer Service Center.