{"id":36984,"date":"2023-07-27T08:14:04","date_gmt":"2023-07-27T11:14:04","guid":{"rendered":"https:\/\/ipmu.com.br\/site\/?p=36984"},"modified":"2023-07-27T08:14:32","modified_gmt":"2023-07-27T11:14:32","slug":"diligencias-com-a-gestora-de-fundos-de-investimentos","status":"publish","type":"post","link":"https:\/\/ipmu.com.br\/site\/diligencias-com-a-gestora-de-fundos-de-investimentos\/","title":{"rendered":"Dilig\u00eancia com a gestora de fundos de investimentos"},"content":{"rendered":"<p>No dia\u00a0<strong><u>26\/07\/2023<\/u><\/strong>, membros do Comit\u00ea de Investimentos do\u00a0<span style=\"color: #0000ff;\"><strong>Instituto de Previd\u00eancia Municipal de Ubatuba \u2013 IPMU<\/strong><\/span> participaram de reuni\u00e3o on-line com representantes do Banco Santander, visando assegurar que as boas pr\u00e1ticas exigidas pela legisla\u00e7\u00e3o est\u00e3o sendo seguidas e objetivando minimizar riscos eminentes, para acompanhar o compliance das institui\u00e7\u00f5es financeira.\u00a0Os principais pontos discutidos na reuni\u00e3o foram: a estrutura organizacional das empresas (gestores, administradores, custodiantes, distribuidores), forma de atua\u00e7\u00e3o da institui\u00e7\u00e3o, segrega\u00e7\u00e3o das atividades, vis\u00e3o econ\u00f4mica para o mercado interno e externo, resultado dos fundos de investimentos e performance em rela\u00e7\u00e3o aos indicadores de desempenhos, a estrat\u00e9gia de aloca\u00e7\u00e3o do gestor e suas perspectivas de mercado que impactam os fundos de investimentos e compliace.<\/p>\n<ul>\n<li>Cen\u00e1rio Externo (China, Estados Unidos, Zona do Euro)<\/li>\n<li>Cen\u00e1rio Dom\u00e9stico (Infla\u00e7\u00e3o, PIB, Mercado de Cr\u00e9dito, Taxa de Juros, Cen\u00e1rio Fiscal)<\/li>\n<li>An\u00e1lise da Carteira de Investimentos (base junho\/2023)<\/li>\n<li>Fundos de Investimentos (Santander Ativo FIC Renda Fixa\/ Santander Ibovespa Ativo Institucional A\u00e7\u00f5es)<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>No dia\u00a026\/07\/2023, membros do Comit\u00ea de Investimentos do\u00a0Instituto de Previd\u00eancia Municipal de Ubatuba \u2013 IPMU participaram de reuni\u00e3o on-line com representantes do Banco Santander, visando assegurar que as boas pr\u00e1ticas exigidas pela legisla\u00e7\u00e3o est\u00e3o sendo seguidas e objetivando minimizar riscos eminentes, para acompanhar o compliance das institui\u00e7\u00f5es financeira.\u00a0Os principais pontos discutidos na reuni\u00e3o foram: a [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":36985,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"ocean_post_layout":"","ocean_both_sidebars_style":"","ocean_both_sidebars_content_width":0,"ocean_both_sidebars_sidebars_width":0,"ocean_sidebar":"","ocean_second_sidebar":"","ocean_disable_margins":"enable","ocean_add_body_class":"","ocean_shortcode_before_top_bar":"","ocean_shortcode_after_top_bar":"","ocean_shortcode_before_header":"","ocean_shortcode_after_header":"","ocean_has_shortcode":"","ocean_shortcode_after_title":"","ocean_shortcode_before_footer_widgets":"","ocean_shortcode_after_footer_widgets":"","ocean_shortcode_before_footer_bottom":"","ocean_shortcode_after_footer_bottom":"","ocean_display_top_bar":"default","ocean_display_header":"default","ocean_header_style":"","ocean_center_header_left_menu":"","ocean_custom_header_template":"","ocean_custom_logo":0,"ocean_custom_retina_logo":0,"ocean_custom_logo_max_width":0,"ocean_custom_logo_tablet_max_width":0,"ocean_custom_logo_mobile_max_width":0,"ocean_custom_logo_max_height":0,"ocean_custom_logo_tablet_max_height":0,"ocean_custom_logo_mobile_max_height":0,"ocean_header_custom_menu":"","ocean_menu_typo_font_family":"","ocean_menu_typo_font_subset":"","ocean_menu_typo_font_size":0,"ocean_menu_typo_font_size_tablet":0,"ocean_menu_typo_font_size_mobile":0,"ocean_menu_typo_font_size_unit":"px","ocean_menu_typo_font_weight":"","ocean_menu_typo_font_weight_tablet":"","ocean_menu_typo_font_weight_mobile":"","ocean_menu_typo_transform":"","ocean_menu_typo_transform_tablet":"","ocean_menu_typo_transform_mobile":"","ocean_menu_typo_line_height":0,"ocean_menu_typo_line_height_tablet":0,"ocean_menu_typo_line_height_mobile":0,"ocean_menu_typo_line_height_unit":"","ocean_menu_typo_spacing":0,"ocean_menu_typo_spacing_tablet":0,"ocean_menu_typo_spacing_mobile":0,"ocean_menu_typo_spacing_unit":"","ocean_menu_link_color":"","ocean_menu_link_color_hover":"","ocean_menu_link_color_active":"","ocean_menu_link_background":"","ocean_menu_link_hover_background":"","ocean_menu_link_active_background":"","ocean_menu_social_links_bg":"","ocean_menu_social_hover_links_bg":"","ocean_menu_social_links_color":"","ocean_menu_social_hover_links_color":"","ocean_disable_title":"default","ocean_disable_heading":"default","ocean_post_title":"","ocean_post_subheading":"","ocean_post_title_style":"","ocean_post_title_background_color":"","ocean_post_title_background":0,"ocean_post_title_bg_image_position":"","ocean_post_title_bg_image_attachment":"","ocean_post_title_bg_image_repeat":"","ocean_post_title_bg_image_size":"","ocean_post_title_height":0,"ocean_post_title_bg_overlay":0.5,"ocean_post_title_bg_overlay_color":"","ocean_disable_breadcrumbs":"default","ocean_breadcrumbs_color":"","ocean_breadcrumbs_separator_color":"","ocean_breadcrumbs_links_color":"","ocean_breadcrumbs_links_hover_color":"","ocean_display_footer_widgets":"default","ocean_display_footer_bottom":"default","ocean_custom_footer_template":"","_jetpack_memberships_contains_paid_content":false,"ocean_post_oembed":"","ocean_post_self_hosted_media":"","ocean_post_video_embed":"","ocean_link_format":"","ocean_link_format_target":"self","ocean_quote_format":"","ocean_quote_format_link":"post","ocean_gallery_link_images":"on","ocean_gallery_id":[],"footnotes":""},"categories":[24,1],"tags":[],"class_list":["post-36984","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-boas-praticas","category-noticias","entry","has-media"],"jetpack_featured_media_url":"https:\/\/i0.wp.com\/ipmu.com.br\/site\/wp-content\/uploads\/2023\/07\/Banner-2.jpg?fit=2000%2C1600&ssl=1","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/ipmu.com.br\/site\/wp-json\/wp\/v2\/posts\/36984","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ipmu.com.br\/site\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ipmu.com.br\/site\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ipmu.com.br\/site\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/ipmu.com.br\/site\/wp-json\/wp\/v2\/comments?post=36984"}],"version-history":[{"count":0,"href":"https:\/\/ipmu.com.br\/site\/wp-json\/wp\/v2\/posts\/36984\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ipmu.com.br\/site\/wp-json\/wp\/v2\/media\/36985"}],"wp:attachment":[{"href":"https:\/\/ipmu.com.br\/site\/wp-json\/wp\/v2\/media?parent=36984"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ipmu.com.br\/site\/wp-json\/wp\/v2\/categories?post=36984"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ipmu.com.br\/site\/wp-json\/wp\/v2\/tags?post=36984"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}