INVESTMENT
SOLUTIONS

An independent asset management firm that works with the Institutional and Corporate segments, offering solutions through exclusive financial management structures tailored to each client.

With extensive expertise in structuring and establishing exclusive mandates, meeting legal, actuarial, risk budget, governance, and compliance requirements. Operating ethically and free from any conflicts of interest with all market agents.

We adopt a holistic approach in managing our clients' investments, with solid processes for allocation, monitoring, and divestment.

Asset Management
Liability Analysis
ALM - Asset Liability Management

OUR DIFFERENTIALS

Specialized Team:

Professionals with deep knowledge in serving the Institutional and Corporate segments, aiming to meet the specific needs of each client.

Close Relationship:

A service structure that provides a close relationship with our clients.

Quality Rating:

Management Quality Rating by Austin and Signatory of the PRI (Principles for Responsible Investment by the UN).

Open Architecture:

We select the best investment funds according to your needs, with impartiality and transparency.

Recognition:

Approval of more than 150 funds from 68 houses.

how WE WORK

Our process is based on macroeconomic assumptions and goes through the following stages:

1

Quantitative

Quantitative analysis aimed at selecting the best investment funds with defined metrics for each strategy style.

Qualitative

Qualitative analysis of all the fund’s stakeholders, including the administrator, manager, and custodian. The focus is on the manager’s reputation and experience, investment strategy, quality of the management team, decision-making process, transparency, communication with investors, among others. This is done through a robust Due Diligence process.

Compliance / Legal

A robust analysis with a legal approach to identify legal flaws, whether in regulations, legislation, or arising from individuals involved in the Funds.

Management Committee

At the end of the informed stages, the top performers from each strategy are brought for discussion and possible approval in the management committee, which is specific to the mandate.

Allocation

Once the funds for each strategy and the position sizes are defined, the investment is made in the investor funds.

Monitoring

The invested Funds are constantly evaluated vis-à-vis their market peers. The selection process is continuous, thus eliminating the risk of surprises, both quantitative and qualitative.

our services

Management

We manage our clients’ financial resources through exclusive or reserved funds, with emphasis on the Fund of Funds (FOFs) strategy.

Structuring

We are specialists in structuring investment vehicles aligned with the risk profile and segment of activity. We allocate resources across different asset classes, including fixed income, multimarket and variable income.

Support

We also have the full support of a full-service investment company to create exclusive products, services and solutions that contribute to the development of each of our clients’ businesses.

our TEAM

Team formed by professionals with over 15 years of experience and vast knowledge of the segments in which they operate, focused on regulatory, actuarial and liquidity aspects, market trends and the specific needs of each client.

Silvio Santos

Director

Diego Condado

Director of Asset Management, Distribution, and Suitability.

Rafael S. Silva

Director of Compliance and AML/CFT

Rogério Goulart

Director of Risk Management

contact us

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