PURPOSE

To present techniques and modern instruments for evaluation of investments in funds available in Brazil and instruments for fund business management.

 MAIN TOPICS

. ALM for individuals (natural persons)
. Asset allocation
. Evaluation of appetite for risk
. Classes of assets
. Loss compensation
. Dynamic compensation of profits and losses
. Efficiency in taxation
. Active versus passive management
. Investment indexes
. Measurement of aversion to risk
. Minimization of taxation
. Models for selection of portfolio
. New taxation de funds
. Optimization and selection of portfolio
. Investor’s profile and optimum portfolio
. Return and covariance of major assets
. Return and risk, net of taxation
. Return and risk in the long range
. Outside selection of funds
. Theory of assets selection for individuals
. Types of investment funds
. Wealth management, private banking, CRM and KYC