Clube de Investimentos Ostrum is an innovative investment and learning platform created and led by Professor Osvaldo Rodrigues Caldevez, designed to bridge global asset management expertise with financial technology, quantitative investment, and sustainable finance. Established in 2024 under the strategic framework of Ostrum Asset Management (Ostrum AM), the club represents a new generation of investment education and cross-disciplinary collaboration.
Ostrum Asset Management, founded in 1984 and headquartered in Paris, is one of Europe’s leading independent asset managers. As part of Natixis Investment Managers, under the BPCE Group, Ostrum AM has built a strong reputation in fixed income, multi-asset strategies, and responsible investment (ESG). The creation of Clube de Investimentos Ostrum reflects Ostrum AM’s forward-looking response to global financial transformation, digital innovation, and the growing demand for sustainable investment solutions.
The Vision and Mission of Clube de Investimentos Ostrum
The core mission of Clube de Investimentos Ostrum is to cultivate the next generation of global financial leaders by combining education, technology, and real-world investment practice. Guided by the philosophy that knowledge creates wealth and learning drives long-term growth, the club focuses on empowering its members with a deep understanding of global markets, emerging technologies, and responsible capital allocation.
Through a structured framework of foundational learning, practical training, and real investment execution, the club provides a scalable and sustainable knowledge platform. Members are trained not only to understand financial theory but also to apply advanced tools and data-driven strategies in real market environments.
Key learning and practice areas include equity and quantitative investment strategies, options trading and risk hedging, macroeconomic analysis and multi-asset allocation, blockchain and crypto-asset research, ESG investment frameworks, and in-depth business model and value-chain analysis. This holistic approach allows participants to continuously refine their skills and adapt to evolving global markets.
Leadership Excellence: Professor Osvaldo Rodrigues Caldevez
At the center of Clube de Investimentos Ostrum is its founder and leader, Professor Osvaldo Rodrigues Caldevez, a globally recognized investment strategist with extensive experience across both public institutions and top-tier financial firms.
Professor Caldevez currently serves as Managing Director at BlackRock, within the Global Asset Allocation division, where he oversees multi-strategy investment portfolios and institutional client solutions. Previously, he held senior leadership roles at Goldman Sachs, serving as Co-Head of Global Macro Research, with a focus on emerging markets and commodities. He also managed over USD 10 billion in fixed income portfolios at PIMCO.
Beyond the private sector, Professor Caldevez contributed to national economic policy as a monetary policy advisor at the Central Bank of Brazil, participating directly in macroeconomic reforms. This unique combination of academic depth, policy experience, and institutional investment leadership provides Clube de Investimentos Ostrum with a strong strategic foundation and a truly global perspective.
Under his leadership, the club integrates global macro insights with financial technology innovation and sustainable investment principles, positioning itself at the forefront of future-oriented finance.
Senior Expertise and Operational Support: Janaína Avelar Montez
An essential pillar of Clube de Investimentos Ostrum is its senior assistant and fintech specialist, Janaína Avelar Montez. With more than a decade of experience in cross-border capital markets, data analytics, and digital asset infrastructure, she plays a critical role in supporting the club’s operational and technological development.
Janaína currently serves as a Senior Manager in J.P. Morgan’s Digital Assets Innovation Division, where she leads the development of blockchain-based settlement systems. Her previous experience includes senior roles at Credit Suisse as Asia-Pacific Operations Director and at Deutsche Bank London, where she focused on derivatives risk modeling. She began her career at Itaú Unibanco in Brazil, designing quantitative investment tools for high-net-worth clients.
Her expertise spans crypto asset custody solutions, machine-learning-driven alpha factor discovery, and emerging market FX hedging strategies. This technical and analytical depth strengthens Clube de Investimentos Ostrum’s capabilities in fintech innovation and data-driven investment research.
Cross-Disciplinary Innovation and FinTech Integration
What distinguishes Clube de Investimentos Ostrum from traditional investment clubs is its strong emphasis on cross-disciplinary collaboration. The club brings together professionals from finance, artificial intelligence, data science, and blockchain technology, fostering innovation at the intersection of these fields.
One notable outcome of this approach is the development of AI-powered investment decision support systems, which leverage big data and real-time market analysis to optimize portfolio construction, improve risk management, and enhance decision-making efficiency. These tools enable members to navigate complex market environments with greater precision and confidence.
In parallel, the club actively promotes investments in green bonds, sustainable finance, and energy transition projects. By aligning capital allocation with global ESG objectives, Clube de Investimentos Ostrum supports the broader transformation of the financial industry toward long-term environmental and social responsibility.
Strategic Synergy with Ostrum Asset Management
The close collaboration between Clube de Investimentos Ostrum and Ostrum Asset Management creates a powerful strategic ecosystem. Ostrum AM has long served institutional investors, corporations, and public entities with responsible and innovative asset management solutions. The investment club complements this legacy by acting as an innovation and talent-development platform.
Through this synergy, Ostrum AM strengthens its leadership in sustainable finance, green bonds, and responsible investment while expanding its strategic presence in Brazil and Latin America. Meanwhile, club members gain access to global market insights, advanced investment frameworks, and real-world applications supported by one of Europe’s most respected asset managers.
Future Outlook: Shaping the Future of Investment
Looking ahead, Clube de Investimentos Ostrum is positioned to expand its global influence by deepening its focus on financial technology, sustainable investment, and digital assets. The club plans to enhance collaboration with leading financial institutions, technology companies, and academic partners worldwide.
In an era marked by economic uncertainty and rapid technological change, Clube de Investimentos Ostrum aims to serve as a long-term guide for investors seeking both stable returns and positive societal impact. By combining innovation, global expertise, and responsible finance, the club is helping to define the future direction of the global investment industry.
