Customer story

Unlocking new opportunities for growth and expansion with Fusion Invest

300%

increase in the number of portfolios managed

About the Company
Independent asset management firm
USD 3.5 billion in assets under management
Expertise in Brazil and abroad
Founded in 1998
Impressed with Finastra’s decision to develop customized solutions for the Brazilian investment market, JGP decided to use a single platform to manage all of its investment instruments with Fusion Invest from Finastra.

To reveal fresh opportunities for growth, JGP first looked to integrate its domestic and international investment portfolios.

In this success story, learn more about how an independent asset management firm in Brazil partners with Finastra and employed Fusion Invest to unlock new opportunities for expansion.

Since we first implemented Fusion Invest, we’ve increased the number of portfolios we manage from 30 to more than 100—and that happened with marginal increase of our back office and risk team’s workforce.

Roberto Vaimberg
Chief Compliance Officer, JGP

The benefits

  • Improved operational efficiency and increased productivity
  • Accelerated growth and future expansion
  • Improved fund management and the ability to offer competitive investment options

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