Clients that can invest in the financial and real estate markets.
Financial
TAG provides services to investors with different needs and objectives.
TAG provides services to investors with different needs and objectives.
Clients that can invest in the financial and real estate markets.
Clients with funds concentrated in one single institution without diversification of assets, strategies and opinions.
Clients that seek constant monitoring of their investment strategy and general portfolio consolidation.
Major investors that wish to have access to numerous solutions.
Before being included in the client portfolio, transactions are subjected to the ROSYS simulation method and the PRISMA system to verify whether they are in accordance with the investment fund regulation and the prevailing legislation (in the case of pension funds). Both systems issue a warning in case of transactions that are not in compliance with the registered limits.
Allocation Committee
Risk Parameterization System
Classification and Validation Test
Controls (Administrator)
Investments in investment fund (FIC) units or in all market securities (FIM).
Vehicle used for investment exclusively in investment fund (FIC) units or shares and derivatives traded at the stock exchange (FIA). Minimum allocation of 67%.
Currently, the best vehicle for long-term investment, with considerable tax efficiency. It can be either FIC or FIM. It has restrictions with respect to movements.
Besides receiving the reports from all institutions where funds are allocated, TAG clients also receive consolidated reports so as to be able to have all necessary information in one single place.