Roberto Attuch Jr., Fundador e CEO
Roberto Attuch is one of the most successful professionals in the equity market in Latin America, with more than 25 years’ experience, mainly at Credit Suisse and Barclays. As an analyst responsible for coverage of financial institutions of Latin America, he was ranked first and second placed in the Institutional Investor ranking for seven consecutive years. As Head of equity research, he led the Credit Suisse team to first position in the I.I. ranking in 2008, and led the creation of Barclays’ research team in Latin America from scratch, in 2009-2012. He has a degree in Economics from the University of Brasília (UNB), a Master’s degree in Risk Management from New York University (NYU), and a diploma in Corporate Governance from INSEAD.
For the first time, clients will have the opportunity to access investment research and analysis produced by a wide-ranging group of elite professionals with the highest standards of performance and experience: a team of more than 50 rigorously-selected analysts covering equities, fixed income, macroeconomics and commodities. Their remuneration is entirely governed by the performance of their investment ideas, through a transparent formula using, among other factors, the number of reports produced, the number of accesses by investors, and evaluations by clients.
Recently investment banks have been reducing their research teams, worldwide. Today OMNINVEST is the sole opportunity in Latin America for investment professionals to monetize the value of their ideas independently, working from anywhere on the planet, entirely free from institutional influence. To be accepted in the OMNINVEST team, as well as our rigorous selection, they undergo a detailed process of assessment by our Compliance department. Through our operational partners, they receive all the necessary infrastructure for their work, including: data services, news feeds, and a range of technology including facilities for recording of videos and presentations.
Latin America’s financial markets have suffered from a chronic lack of diversity – with a trend for professionals to come from a very similar background, reducing the advantage provided by diversity in points of view. Also, due to the large banks reducing their research teams, there had previously been few or no analysts covering an increasing number of small and medium-sized companies. OMNINVEST not only enables analysts from outside the major traditional financial centers to add a wider perspective, but also helps to increase coverage of companies that have not been so well covered, and/or have had low liquidity.
In OMNINVEST’s Flow product, analysts write reports with investment ideas that are directly actionable – i.e. they make a clear buy or sell recommendation for a financial asset. This product is sold by subscription. The analysts receive 65% of the net revenue, using a formula which, among other aspects, takes into account the number of reports produced, how many times reports are viewed, and evaluations by clients.
As the name suggests, OMNINVEST’s Bespoke service provides tailor-made reports, and also individual or group calls, webinars, and in-person meetings. The parameters and scope of the work are agreed by clients and analysts in advance. Analysts receive 80% of the net revenue.
In partnership with IBRI (Brazilian Institute for Investor Relations) and MZ, OMNINVEST brings to the market, free of any costs, the IR Forum. It is a unique and revolutionary offering in the Brazilian market. In a safe and transparent way, buy and sell side professionals can Interact with IR directors of the most important Brazilian companies. The Forum helps the dissemination of information on the participating companies, contributing to increased coverage and the development of capital markets in Brazil.
MZ is a partner with OMNINVEST in development of the IR forums, together with IBRI.
Owlin is a technology company with head office in Amsterdam, which provides news to the OMNINVEST platform.
Refinitiv supplies information, insights and technology that drive innovation and performance in global financial markets. The company serves over 40 thousand institutions in over 190 countries