Solutions

Standard Operating Procedures Preparation

Guidelines for Pension Fund Governance

Pension Fund is an institution responsible for managing funds from participants for the purpose of being able to be used by participants upon retirement. During the fund development process, the Pension Fund is obliged to pay attention to several rules that have been developed by regulator. One of them by putting forward Good Pension Fund Governance (GPFG), based on principles include Transparency, Accountability, Responsibility, Independence, and Justice.

We are here to assist the Pension Fund develop complete and comprehensive guidelines for Pension Fund governance. We also provide socialization about the importance of implementing GPFG in the management of Pension Fund to the Supervisor/Founder, as well as to its employees/implementers in the operational activities of Pension Fund.

Seeing this need, the Infovesta team helps Pension Funds prepare complete and comprehensive governance guidelines. We also assist with outreach: to the Supervisory Board/Founders on the importance of applying GPFG principles in pension fund management, and to employees/practitioners on applying GPFG in day-to-day operations.

Pension Fund Standard Operating Procedures

The activities of a good Pension Fund start from a clear strategic direction. What things to do and what to avoid, how to analyze and determine the target company, also how to evaluate and calculate the potential achievement of targets completely and clearly described in the procedures. Thus, the Pension Fund will have clear guidance in managing and be accountable for all policies that have been taken.

Armed with experiences in assisting the preparation of procedures, our team will design comprehensive procedures covering various current methodologies, ranging from procedures around accounting, taxation, bank acceptance and expenses, other work processes.

Solutions

OUR SERVICES

Investment Planning Preparation (Strategic Asset Allocation)

Investment managers must have a good strategy to place investment assets in their portfolio that matches expectations or targets. Infovesta can assist clients to develop a comprehensive investment plan which implemented easily, such as data preparation, data forecast, portfolio modelling, using Asset Only approaches (or known as Mean Variance Optimization) and Asset Liability Management approach. An investment plan that has been supplemented with various investment analysis and scenarios can help the client decide the plan that best suits her needs.

Capital Market Research

Analysis and information are the key to success in investing. We realize the success of analysis is not separated from data as intrinsic components of managing calculation. Infovesta as the most comprehensive provider of data solution in Indonesia provides services covering investment analysis activities through widely publicized researches and exclusive research required by clients. We provide research into many sector of capital market investment (stocks, bonds, mutual fund products and money market products), up to asset valuation and other related research.

Research and Development of Risk Management Standard

Investment activities generally described as an activity that contains risks. Risk is the amount of deviation between expected return with actual return. However, the thumb rule is the higher the risk, the better the return. Infovesta provides services to help investors to face investment risks. We help clients develop risk measurement methods, standard procedures for risk management divisions, up to risk analysis and mitigation training.