Policy briefs

About the Policy Brief Series

The Policy Brief Series was created with the objective of promoting the views of the members of CFA Society Brazil on specific topics relevant to market participants, government authorities, and individual and institutional investors.

The opinions expressed in the Policy Briefs Series are oftentimes provocative and unique, aimed at educating relevant stakeholders on the key issues and suggested approach based on extensive expertise and experience.

The Policy Briefs represent the independent practitioners’ perspective on how to improve the institutional state of Brazilian financial and capital markets, which in turn will improve investor outcomes.

PREVIDÊNCIA ABERTA: EM BUSCA DE AÇÕES SIMPLES QUE AUMENTAM A EFICIÊNCIA
PREVIDÊNCIA: UNIFICAÇÃO DAS AGÊNCIAS REGULADORAS (PREVIC E SUSEP)
DISTRIBUIÇÃO DE VALORES MOBILIÁRIOS: NECESSIDADE DE EVOLUÇÃO DA REGULAÇÃO
Inteligência Artificial: Promessas e Desafios
Consolidation of Rules for Securitization Products in Brazil
Fintech Companies and Market Regulation in Brazil
Discussing Public Stock Purchases for Large Blocks
INFRASTRUCTURE DEBENTURES: HIGHER DEMAND THROUGH REGULATORY REFORM
Redefining the Securities Consultant Profession
EQUITY CROWDFUNDING: TAKING PROFITS FROM THE COLLABORATIVE ECONOMY
Private Equity Market: Stronger Rules, Larger Investments
Retirement Plans: Challenges and Solutions
Novo Mercado’s New Rules and Audit Committees
SECOND GENERATION ETFs IN BRAZIL
QUALIFICATION STANDARDS FOR INSTITUTIONAL INVESTMENT MANAGERS
CORPORATE GOVERNANCE OF STATE-OWNED ENTERPRISES IN BRAZIL

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