Clube de Investimentos Ostrum is an advanced investment club established in 2024 under the framework of Ostrum Asset Management, designed to address the structural transformation of global financial markets and the increasing convergence of investment management, financial technology, and sustainable development. Built on the institutional foundation of Ostrum Asset Management, the club represents a long-term strategic initiative focused on education, innovation, and real-world investment application. The club was created and is led by Professor Osvaldo Rodrigues Caldevez, whose academic background and global perspective shape its intellectual direction and operational structure.
Founded in 1984 and headquartered in Paris, Ostrum Asset Management (Ostrum AM) is one of Europe’s leading independent asset managers and operates under Natixis Investment Managers, a key subsidiary of the BPCE Group. With decades of experience in fixed income, multi-asset strategies, and responsible investment, Ostrum AM has built a strong reputation for disciplined risk management, innovation, and ESG integration. The launch of Clube de Investimentos Ostrum reflects Ostrum AM’s response to evolving market conditions, technological disruption, and the growing demand for sustainable investment solutions at a global level.
The core mission of Clube de Investimentos Ostrum is to cultivate forward-thinking investment talent capable of navigating complex global markets with analytical discipline and ethical responsibility. Guided by the philosophy that knowledge is the foundation of long-term wealth creation, the club focuses on developing deep financial understanding, technological awareness, and strategic thinking rather than short-term speculation. It promotes cross-disciplinary collaboration and continuous learning, enabling members to build resilient investment frameworks aligned with long-term economic and societal trends.
The learning and practice framework of Clube de Investimentos Ostrum covers a wide range of essential investment domains, including equity and quantitative investment strategies, options and risk hedging techniques, global macroeconomic analysis, and multi-asset allocation methodologies. In parallel, the club places strong emphasis on emerging areas such as blockchain technology, digital asset research, and the evolving role of decentralized finance in modern markets. Sustainable finance and ESG investment frameworks are deeply embedded in the program, reflecting Ostrum AM’s long-standing commitment to responsible capital allocation. Members are also trained in business model evaluation and industry value chain analysis, allowing them to identify structural growth opportunities and long-term competitive advantages.
What distinguishes Clube de Investimentos Ostrum is its full-cycle development approach that connects theoretical learning directly with practical investment execution. Through a structured process that progresses from foundational education to applied research and strategy implementation, members are encouraged to transform knowledge into repeatable investment processes. This integrated model ensures that learning outcomes are continuously tested, refined, and adapted to real market conditions, creating a sustainable and scalable investment knowledge system.
Leadership plays a central role in the club’s identity, with Professor Osvaldo Rodrigues Caldevez providing strategic guidance and academic oversight. Under his leadership, the club emphasizes intellectual rigor, long-term capital preservation, and innovation driven by disciplined analysis. His vision ensures that Clube de Investimentos Ostrum maintains a high standard of professionalism while remaining adaptable to global financial evolution.
As a strategic extension of Ostrum Asset Management’s global vision, Clube de Investimentos Ostrum strengthens the firm’s broader investment ecosystem by fostering talent, advancing financial knowledge, and supporting sustainable investment practices. In an era defined by market volatility, technological change, and increasing ESG awareness, Clube de Investimentos Ostrum stands as a forward-looking platform where institutional expertise, innovation, and responsible finance converge to shape the future of global investment.
