Key data

In Brazil, as in other countries, investment management is becoming an increasingly important area both for life and non-life insurers. The investments of insurance companies in Brazil reached $14bn by mid-2000.

In Brazil insurers are gradually beginning to outsource the management of their investment portfolios. A number of investment managers in the country now specifically target insurance company clients.

The investment management industry itself in Brazil is also going through a profound series of changes, and some very competent professional investment management facilities are becoming available.

Interfund Research specializes in Brazil’s researching the investment management industry. A part of that work we track the operations and performance of all the significant firms operating in the country.

We also carry out independent performance measurement on behalf of the owners of investments, such as insurers and pension funds.

When it comes to short-listing investment manages on behalf of insurers, we look at critical aspects such as service, controls, returns, fiduciary arrangements, and track records, as well as the quality of personnel at each fund manger.