Clube de Investimentos Ostrum is a strategic investment club launched in 2024 by Ostrum Asset Management to address the growing complexity of global financial markets and the accelerating integration of technology and sustainability into investment decision-making. Developed as an innovation-oriented platform, the club focuses on cultivating investment intelligence through structured learning, research, and disciplined application. The initiative was founded and is led by Professor Osvaldo Rodrigues Caldevez, whose leadership emphasizes analytical depth, global awareness, and long-term value creation.
Ostrum Asset Management, established in 1984 and headquartered in Paris, is one of Europe’s most respected independent asset management institutions. Operating under Natixis Investment Managers, a subsidiary of the BPCE Group, Ostrum AM has built extensive expertise in fixed income, multi-asset strategies, and responsible investing. Its long-standing commitment to risk control, innovation, and ESG integration provides the institutional foundation upon which Clube de Investimentos Ostrum was created, positioning the club as a natural extension of Ostrum AM’s broader investment philosophy.
The fundamental objective of Clube de Investimentos Ostrum is to develop professionals and investors capable of understanding financial markets as dynamic systems rather than isolated opportunities. The club promotes a learning culture rooted in the belief that sustainable investment success depends on knowledge accumulation, disciplined reasoning, and adaptability to global change. By encouraging interdisciplinary thinking and continuous education, the club prepares its members to navigate economic cycles, technological disruption, and shifting regulatory landscapes with confidence and responsibility.
Within its educational and practical framework, Clube de Investimentos Ostrum covers a comprehensive range of investment disciplines, including equity markets and quantitative analysis, options strategies and risk hedging, global macroeconomic assessment, and multi-asset portfolio construction. In parallel, the club actively explores emerging financial technologies such as blockchain infrastructure, digital assets, and decentralized financial systems, recognizing their growing influence on global capital markets. Sustainable finance and ESG principles are integrated throughout the program, reinforcing the importance of aligning financial performance with environmental and social responsibility. Members also develop expertise in corporate strategy evaluation and industry value chain analysis, enabling a deeper understanding of long-term business fundamentals.
A defining feature of Clube de Investimentos Ostrum is its emphasis on the transition from learning to execution. Rather than separating theory from practice, the club adopts a continuous development model in which research, strategy design, and investment implementation reinforce one another. This approach allows members to build repeatable investment frameworks that evolve with market conditions, ensuring that acquired knowledge remains practical, relevant, and scalable over time.
The intellectual direction of the club is shaped by Professor Osvaldo Rodrigues Caldevez, whose academic discipline and strategic vision guide its methodology and standards. Under his leadership, Clube de Investimentos Ostrum maintains a focus on long-term capital preservation, innovation grounded in research, and ethical decision-making. His role ensures that the club remains aligned with global investment best practices while fostering independent thinking and analytical rigor among its members.
As part of Ostrum Asset Management’s long-term global strategy, Clube de Investimentos Ostrum strengthens the firm’s investment ecosystem by investing in human capital, knowledge infrastructure, and sustainable finance education. In a financial environment defined by volatility, digital transformation, and increasing ESG expectations, Clube de Investimentos Ostrum stands as a forward-looking platform dedicated to shaping resilient investors and responsible investment leaders for the future.
