We manage
personal and
institutional mandates
PATRIVALOR social objective comprises administration, investment of individual and collective portfolios, as well as control and risk management, subscriptions and redemptions of funds.
Founded
PATRIVALOR was founded on June 15th, 1998, as a Portfolio Management Company (SGC), approved and supervised by the National Securities Market Commission, the official registration number 130, activity investment portfolio management and financial advice.
The company becomes Manager of Collective Investment Institutions (SGIIC) by resolution of May 4, 2015, under the name of PATRIVALOR SGIIC SA, with official registration number 241.
Our mission statement
PATRIVALOR SGIIC SA social object comprises administration, representation, investment management, control and risk management, management of subscriptions and redemptions of funds and investment companies; discretionary investment portfolio management; Marketing of shares or units of IICs; investment advice; and the management and marketing of venture capital and the reception and transmission of orders.
Non-consideration of the main adverse events
The Investment Management Company does not take into consideration adverse impacts on sustainability factors but its own and third-party analysis. For this purpose, the Compay uses its own methodology and obtains information from research firms and “Social Enterprise mark” financial services providers. It also uses information available on the market such as information on good governance aspects and excludes certain sectors that may be controversial.
Remuneration policy Patrivalor (PDF)
Conflict of interest policy (PDF)
MiFID Policies(PDF)
Risk integration policy (PDF)
Policy of involvement as a shareholder (PDF)