PT Infovesta Kapital Advisori · OJK licensed Investment Advisor

Advisors who have sat in your chair.

Investment policies, SAA, SOP, risk guidelines and periodic evaluations are prepared by practitioners who have led pension funds, banks and investment managers, with Infovesta market data since 2005. The documents are written for committees, auditors and regulators to read.

30 minute consultation with an advisor View services

KEP-56/D04/2021
Investment Advisor permission, 29 Oct 2021

Since 2013
Infovesta SOP services and risk guidelines

Independent
without product commission

Serve

Pension fundDPLKInsurance & social securityFoundations & endowmentsBanking wealth managementRetail investors

Dr. Bambang Wibisono · President Director
Approximately 15 years in banking, including Citibank N.A. and Chase Manhattan Bank; Chairman of the Freeport Indonesia Pension Fund Management until February 2019; PhD IPB (2008).

Parto Kawito, S.T., M.M. · The main commissioner
In the capital market since 1994; 20 years Director of PT Infovesta Utama, 3 years Director of Indo Premier Sekuritas; LPPM Masters (1993).

PT Infovesta Kapital Advisori is licensed and supervised by the Financial Services Authority.

Why Infovesta Kapital Advisori

Four reasons institutions choose us.

01Licensed and supervised by OJKInvestment Advisor with KEP-56/D04/2021 permit, subject to OJK supervision and regulations.

02IndependentDo not sell and do not receive commission from recommended products; recommendations are in favor of your fund's interests.

03Quantitative, data-basedAccountable methodology, using Infovesta market data since 2005 and big data computing.

04Understand institutional governanceLed by practitioners who have experience leading pension funds, banking and capital markets companies.

Service

What we do with you, from before investment to periodic evaluation.

Investment Planning

Investment policy and Strategic Asset Allocation (SAA)

Fund objectives, obligations and risk tolerance are translated into written investment policies and strategic allocations that are approved by the supervisor or board of directors, then implemented in the system.

that you receive

Latest POJK-aligned Investment Policy Document
SAA with traceable calculations; ALM for liability profiles
Rebalancing plan and tolerance limits
Simulation in the InvestPro optimization engine when used

Preparation of SOPs

Investment and governance SOPs

Processes, authorization, controls and investment documentation are standardized so they are ready to be tested by internal auditors, public accountants and supervisors; including evaluation of existing SOPs against best practices.

that you receive

Investment SOP: proposal, analysis, approval, execution, recording
Authority matrices and maker–checkers
SOP evaluation findings and recommendations for improvement to the committee

Risk Management

Risk and monitoring guidelines

Relevant risk measurement frameworks for institutions: impact (VaR), probability of weighted indicators per asset type, risk matrix and daily monitored limits.

that you receive

Investment risk management guidelines
Agreed indicator weights and risk thresholds
Periodic risk reports for committees and the Supervisory Board

Capital Market Research

Recommendations, product evaluations, and Market Update & Outlook

Product alternatives according to the profile with a clear methodology, evaluation of portfolio performance against strategy, and material for monthly committee meetings from the Research & Consulting Division.

that you receive

Recommendations and evaluation of investment products
Periodic portfolio performance evaluation (quarterly)
Monthly Market Update & Outlook; Daily Equity, Mutual Funds, and Bond Market Update

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The way we work

Four stages, one document in each stage.

Strategy formulation

Portfolio governance and strategies are prepared before starting to invest.

Implementation assistance

Accompanying institutions in carrying out established strategies.

Product recommendations

Product alternatives according to profile, based on accountable policies and methodologies.

Product and performance evaluation

Regular monitoring of selected strategies and products.

Infovesta market data
Market and issuer data from PT Infovesta Utama since 2005.

Experienced team of experts
Practitioners of capital markets, banking and pension funds.

Technology and capital market theory
Big data computing and automation for analysis.

General questions

What is usually asked before the consultation.

Does Infovesta sell investment products?

No. PT Infovesta Kapital Advisori is an OJK licensed investment advisor, not a sales agent; recommendations compiled from Infovesta methodology and data, without product commission.

Can I use an advisor without purchasing the system?

Can. Stand-alone advisory services; many institutions start from an investment policy or SOP evaluation, then decide on a system later.

What is the fee scheme?

Fees follow the scope of services: preparation of policies and SAA, SOP, mentoring, or periodic evaluation. Offers are sent within 2 business days after initial consultation.

Does it cater to individual investors?

Yes, for planning and recommendations according to risk profile. This page focuses on institutions; for individuals, contact us via the form below.

Next step

30 minute consultation with an advisor.

The purpose of the funds, current conditions, and what is worth fixing first. Online or in your office. We will contact you within 1 working day. No fees, no commitment.