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Page has been increasingly providing relevant information to investors about participants regulated by the Autarchy
If you still don’t know the CVM Open Data Portal, now is the time to turn this around! It is the only free channel that gathers information from all CVM regulations in an organized, standardized and open format.
“The open format of the data makes it possible to use the information through any statistical software, which greatly facilitates the analysis by the public”, commented Bruno Luna, Head of the Economic Analysis and Risk Management Advisory (ASA / CVM).
Also according to Bruno Luna, all data on the page comes from the regulator, enabling investors and researchers to access the best and latest data available and received by the CVM.
More benefits of the CVM Open Data Portal
- The data allow you to create filters to make direct comparisons between investment fund portfolios, management and performance fees, in addition to other items. All are fundamental information for making investment decisions.
- As the data is updated periodically, investors can follow up over time, adapting their investment decisions to the new scenarios.
News!
See the main changes in the data sets made available on the CVM Open Data Portal:
- Standardized Financial Statements for Publicly Held Companies (aggregates previously published information in a single set): Balance Sheets (Assets and Liabilities); Cash Flow Statements (Direct and Indirect Methods); and Statements of Changes in Stockholders’ Equity, Income and Added Value. In addition, this new DFP suite includes the cast of non-fixed accounts.
- Historical Series of FIDC Monthly Reports (since 2013): it is possible to make a comparison between funds of how credits are allocated by sector of the economy, in addition to assessing performance, possible delays by time range, etc.
- Historical series of funds’ balance sheets (since 2005): the investor is able to see, in the smallest possible detail, how resources are allocated and managed. Example: details of short and long-term assets and liabilities or commitments, making it easier to understand the fund’s liquidity level.
- Financial Statements of Equity Investment Funds (FIPs) and Emerging Companies Investment Funds (FMIEEs).
- History of Registration Information of Investment Funds ICVM 555: administrators; auditors; controllers; custodians; directors; managers; commercial name; social denomination; class; condominium; social exercise; performance indicator (profitability) of the fund; whether the fund is exclusive; if you have long-term tax treatment; whether it is intended for qualified investors; if it is a quota fund; situation; administration fee; performance fee.
Next changes
In January 2021, the publication of files of investment fund registration data with daily reference dates will be discontinued. It has already been replaced by the new file Registration Data for Investment Funds ICVM 555 (Change History).
In addition, the Downloadable Files, available on the General Register page of CVM Systems Center, will be discontinued in January 2021, as the information found on this channel is also already available on the CVM Open Data Portal. The Institutional Investor Relations Superintendent (SIN / CVM), Daniel Maeda, explains the importance of this transition.
“The migration of this material is very beneficial, as the data will be made available in a more organized and robust regime, even allowing consultation of past information that was not available, combined with a formalized and transparent update policy, in addition to a own and better sized infrastructure to house them. ” – Daniel Maeda, Superintendent of SIN / CVM.
Access the CVM Open Data Portal and save the page to your internet browser’s favorites. Find out before investing!
