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  • Want to change your Investment Profile? Meet the new migration windows.

    DATE: 03/16/2023

    Published by: Vexty

    Always attentive to the demands of its Participants and Assisted, and in constant search for improvements in its processes, Vexty increased from 1 (one) to 2 (two) periods for choosing or adapting the investment profile. That is, the grace period for migration between the Investment Profiles of your Plan was reduced from 12 to 6 months.

    “Our goal is to provide more freedom of choice to Participants, give them more autonomy and provide greater protagonism, offering more opportunity to reflect on life and career goals, and to make the necessary adjustments”, emphasizes Mauro Figueira, CEO of Vexty .

    The new window for choosing a Profile will open in April, remembering that the second window of the year will be in October. Vexty members can opt for Profiles that vary depending on the date foreseen for using the resources (target date category), in which the composition of the portfolio varies according to each target date.

    Vinicius Narcizo , Director of Investments and Finance at Vexty , warns: “as a general rule, the decision on changing the Investment Profile must be determined from the social security point of view or observing the investment horizon and not as a strategy of short term, since there is a possibility of inappropriate decisions about the timing and convenience of migrations”.

    To go deeper into our Investment Profiles model and the main characteristics of the Asset Classes structured here at Vexty , we recommend reading a series of in-depth articles, available in the exclusive section: Keeping an eye on the Profiles Campaign .

    We take this opportunity to remind you of the Investment Profiles Sheet , available on the Vexty website . This instrument allows you to evaluate the performance of your Investment Profile over different periods.

    Keep following the results of the Investment Profiles and, if you have any questions, we are available through our service channels.

     

    To be an agent for your investments. Vexty . For sure.

     

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