Strategic Management

Strategic Management
What We Do

Global asset management solution platform.
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What We Do

 

DIAGNOSIS AND ADVISORY

Long Term Goals Alignment: Profile Design, Life Cycle, Portfolio Structure, Investment Policy, Training, Communication with Participants of the fund, etc.

MACROALOCATION
“Asset Allocation”

Dynamic portfolio management by class and strategic allocation, as well as portfolio risk management. (top-down)

FUNDS AND MANAGERS CONTINUOUS SELECTION

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.

IMPLEMENTATION AND OPERATIONALIZATION

Support in all operational and regulatory spheres related to investments. Tailor made structures according to your chosen products or services needs.

COST REDUCTION

As a portfolio manager authorized by a regulatory body (CVM), we are able to negotiate and reduce the total cost of management.

 
 

Improve
Efficiency

Costs
Reduction

Improve
Governance

Facilitate
Day to Day
Operations

TAG Investimentos
TAG Investimentos
TAG Investimentos
TAG Investimentos
SÃO PAULOAv. Santo Amaro, 48 - 6th floor Itaim Bibi - São Paulo - SPPostal Code: 04506-000Telephone: (+55 11) 3474-0000
BELO HORIZONTEAv. Afonso Pena, 4.273 - Room 305Serra Belo Horizonte - MGPostal Code: 30130-008Telephone: (+55 31) 2511-4936
CAMPINASR. Quirino do Amaral Campos, 144 - Room 803Cambuí - Campinas - SPPostal Code: 13023-570Telephone: (+55 19) 3342-7557
FLORIANÓPOLIS João Paulo Highway, 920,
João Paulo Neighborhood,
Florianópolis, SC
Postal Code: 88030-300Telephone: (+55 48) 99933-2500
PORTO ALEGREAv. Carlos Gomes, 300 - 7• floor
Bairro Três figueiras,
Porto Alegre, RS
Postal Code: 90480-000
Copyright © 2016, TAG. All rights reserved.

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.