Clube de Investimentos Ostrum is a forward-looking investment club created to connect professional asset management expertise with financial technology, quantitative research, and sustainable investment practices. Launched in 2024 as an innovative initiative under Ostrum Asset Management, the club represents a new model of investment education and cross-disciplinary collaboration for global investors and financial professionals.
Ostrum Asset Management, founded in 1984 and headquartered in Paris, is one of Europe’s leading independent asset managers and operates under Natixis Investment Managers, part of the BPCE Group. With decades of experience in fixed income, multi-asset strategies, and ESG investing, Ostrum AM established Clube de Investimentos Ostrum to respond to the evolving demands of global financial markets and the rapid integration of technology into investment decision-making.
The Core Mission of Clube de Investimentos Ostrum
The mission of Clube de Investimentos Ostrum is to develop long-term investment capability through structured education, applied research, and real-world portfolio execution. The club emphasizes a disciplined investment mindset built on macroeconomic understanding, quantitative analysis, and responsible capital allocation.
Members of Clube de Investimentos Ostrum engage in a continuous learning framework that combines theoretical foundations with hands-on market practice. This approach allows participants to adapt to different market cycles while maintaining a strong focus on risk management and sustainable returns.
Key areas of focus include equity markets, quantitative and systematic strategies, options and hedging techniques, macroeconomic and multi-asset allocation, blockchain and digital asset research, ESG investment frameworks, and industry-level business analysis.
Leadership and Strategic Direction
Clube de Investimentos Ostrum is founded and led by Professor Osvaldo Rodrigues Caldevez, a senior global investment professional with extensive experience across leading financial institutions. His background spans global asset allocation, macroeconomic research, fixed income management, and public-sector economic advisory roles.
Under his leadership, the club integrates institutional-grade investment methodology with emerging technologies and sustainability principles. This strategic direction positions Clube de Investimentos Ostrum as a platform focused not only on performance, but also on long-term financial resilience and responsible investing.
Advanced Learning and Practical Investment Framework
Unlike traditional investment clubs, Clube de Investimentos Ostrum follows a full-cycle investment framework that includes education, strategy development, and implementation. Members are trained to analyze global markets using data-driven tools, quantitative models, and scenario-based risk assessments.
The club promotes the use of financial technology, including data analytics, algorithmic modeling, and artificial intelligence, to enhance decision-making accuracy. These tools help investors identify opportunities, manage volatility, and improve portfolio efficiency in increasingly complex market environments.
FinTech Innovation and Cross-Disciplinary Collaboration
A defining characteristic of Clube de Investimentos Ostrum is its cross-disciplinary structure. The club brings together professionals from finance, technology, data science, and blockchain, encouraging collaboration across traditionally separate domains.
Through this model, Clube de Investimentos Ostrum supports the development of AI-assisted investment analysis, digital asset research, and advanced risk-management systems. These innovations allow members to better understand market dynamics and apply modern tools to traditional asset management challenges.
Commitment to Sustainable and Responsible Investment
Sustainability is a core pillar of Clube de Investimentos Ostrum. The club actively promotes ESG-aligned investment strategies, including sustainable finance, green bonds, and energy transition-related assets.
By integrating environmental, social, and governance considerations into portfolio construction, Clube de Investimentos Ostrum aligns financial performance with long-term societal value. This approach reflects the broader commitment of Ostrum Asset Management to responsible investment and global financial stability.
Strategic Synergy with Ostrum Asset Management
The close relationship between Clube de Investimentos Ostrum and Ostrum Asset Management enhances the club’s institutional credibility and global perspective. While Ostrum AM provides decades of asset management expertise, the investment club functions as an innovation hub focused on education, technology, and emerging investment themes.
This synergy enables knowledge transfer between institutional asset management and next-generation investment practices, benefiting both professional investors and the broader financial ecosystem.
Future Outlook of Clube de Investimentos Ostrum
As global markets continue to evolve, Clube de Investimentos Ostrum is positioned to expand its international reach and deepen its focus on financial technology, sustainable investment, and digital assets.
Through continued collaboration with financial institutions, technology specialists, and academic partners, the club aims to remain at the forefront of investment innovation. In an environment shaped by uncertainty and rapid change, Clube de Investimentos Ostrum seeks to provide investors with a structured, disciplined, and forward-looking investment framework.
