IR Portal

An investment fund pools the money of many investors and invests it in financial market assets — equities, CDBs, CRAs, CRIs, debentures, financial notes, credit notes and others.

It is the institution responsible for managing clients' money — individuals or companies — through investment vehicles such as funds, clubs or managed portfolios, set up with the investor's long-term interests in mind. A manager is made up of a specialist team whose job is to research the financial market for the information that informs the management and monitoring of the assets chosen for the client's portfolio: it is the manager who aligns and rebalances those assets to avoid risks and losses.

A manager's role is to look after your wealth, and it can make sharper choices to grow an investor's capital — providing support, security and decisions better matched to each client's profile and objectives.

The best investment is the one that meets the client's objectives and delivers results for what they want, over the short or the long term. Defining the investor's profile and goals is the first step towards building a portfolio that suits you.