TERCON ASSET MANAGEMENT (former “J & M Investimentos”), is a funds manager with more than 160 funds under its management and whose Net Equity in March 2021 reached the mark of R$ 8,26 billion.
TERCON ASSET MANAGEMENT is an independent third party asset management company duly authorized by the Securities and Exchange Commission.
Founded in 2007, its main partners are TERCON CONSULTORIA partners, namely Luiz Fernando Vasconcellos, Ângela Agostini Vasconcellos and Marcelo Alberto Couto, professionals with extensive experience in the financial and capital markets.
The focus of the company is to manage credit rights funds, currently managing credit funds, investment funds in credit fund investment funds, multimarket investment funds, investment funds in multi-market investment funds and equity investment funds.
TERCON ASSET MANAGEMENT achieved for the ninth year, the first place in the ranking both in new FIDCs mandates for management, in the years 2010, 2011, 2012, 2015, 2016, 2017, 2018, 2019 and 2020 (data from Uqbar).
TERCON ASSET MANAGEMENT counts on a team of experienced professionals and offers the services of management and control of the portfolios of FIDCs, effecting the processing / authorization of the assignment payments with the Administrator and the Custodian of each fund.
The service covers the receipt and analysis of the documents that formalize the financial settlement evidenced by the Credit Rights Assignment Agreement and terms that are added to the Assignment Agreement, sent by the Specialized Consulting. It also participates in the credit approval.
TERCON ASSET MANAGEMENT monitors the resources (cash management) not allocated to Credit Rights and maintains the long-term portfolio allocation, allocating part of the PL in long-term government securities and fixed income funds.
TERCON CONSULTORIA is a founding partner of ANFIDC – National Association of Participants in Multicent and Multisacted Credit Rights Investment Funds, which originated in 2009 and brings together the FIDCs MM – Multi-Assignor and Multi-Spread industry. This association aims to bring together the FIDCs of this genre and represent the industry to the authorities.
ANFIDC participated actively in the studies and analyzes of CVM’s EDITAL 05-12, making several suggestions to the said Government Body that incorporated some of them in the new Instruction. This announcement culminated in the issuance, on February 6, 2013, of CVM Instruction 531, which changed important points of the FIDC product. Has actively participated in the discussion of all aspects that involve the FIDCs industry.