For Employer Pension Funds (DPPK)

Investment policies are adhered to every day, not proven at the end of each month.

For management and investment committees who must answer to the Supervisory Board, founders, and OJK: allocations are always within SAA and POJK 27/2023 limits, every proposal–approval–execution is recorded, and reports are generated from the system.

Schedule a demo for retirement funds Download solution summary (PDF)

The demo uses the DPPK scenario: Investment Policy, limits per party, and OJK periodic reports.

InvestPro · Investment Policy limit checkToday · 09:05

LimitsActualStatus Minimum SBN 30% (POJK 27/2023)36,4%Obedient Maximum shares 25% (Investment Policy)21,4%Obedient Corporate bonds per party ≤ 10%10,8%Past Affiliated parties ≤ 10%4,1%Obedient

Pre-trade alert: The proposed purchase of PT XYZ bonds will exceed the limit per party. The proposal is on hold until the committee decides.

Proposed
Analyst · 08:51

Reviewed
Risk Manager · 09:02

Waiting
Investment Committee

Terms we support

The rules that bind your pension funds are already in the system.

UU no. 4/2023 (P2SK)Supervision framework for pension fundsOJK governance, reporting obligations and supervision.

POJK 27/2023Implementation of pension fund businessInvestment limits per type, per party, and affiliated are checked automatically.

SEOJK 4/SEOJK.05/2024Pension fund investment reportingThe periodic report format is formed from transaction data, without recap.

POJK 4/POJK.05/2021LJKNB information technologyAccess rights per role, audit trail, and separate environments.

Limit references can be adjusted as conditions change; We show a complete list of mapped articles during the demo.

Quick check

Does this sound familiar to your retirement fund?

Check what happens. Three ticks or more usually means the next committee meeting could be much shorter.

Portfolio positions for committee meetings are reconstructed from custodian reports and spreadsheets. Whether the allocation is still within the Investment Policy will only be known after manual calculation. During the examination, traces of who proposed and who approved were sought from minutes and emails. OJK periodic reports are recapped in Excel and take days. The Investment Policy has not been reviewed since POJK 27/2023 came into effect.

Pension fund solution package

Systems for your team, licensed advisors for your committees, research for your meetings.

System

InvestPro

SAA optimization: maximize return, optimize VaR, or utility function
POJK limits, Investment Policy, per party, and affiliated are checked pre-trade
Approval is tiered from analyst to committee, with an audit trail
Portfolio, NAB and OJK reports are generated automatically

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OJK licensed advisor

Infovesta Kapital Advisori

Preparation or review of Investment Policy
Strategic Asset Allocation and ALM according to liability profile
Investment SOPs and risk management guidelines
Periodic portfolio performance evaluation for the Supervisory Board

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Research

Market Update & Outlook

Monthly committee meeting materials: main issues, projections, stock and bond strategies
Bond Market Weekly update for SBN and corporate portions
Prepared by the IKA Research & Consulting Division

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How it works

One cycle, from Investment Policy to report to OJK.

Investment Policy enters the system

Limits per asset type, per party, and affiliated are automatically checked references.

SAA optimized

The engine calculates the optimal allocation against target returns and risk tolerance; IKA advisors can accompany you.

Proposal → approval → execution

Every transaction passes pre-trade limit checks and tiered approvals; name and time recorded.

Monitor and report

Daily fair value from Infovesta data; Portfolio and OJK reports are formed from the same transactions.

Results at similar institutions

What's changing in employer pension funds using InvestPro from 2022.

Portfolio position~~Rearranged before the meeting~~
Available anytime

Investment Policy Compliance~~Calculated manually at the end of the month~~
Checked before transaction

Decision trail during inspection~~Searched from minutes~~
Shown from one application

Investment limits are not archived documents — with daily checks, compliance can be demonstrated at any time.

Infovesta Investment Advisory Team

View this scenario with your Investment Policy

Before the first meeting

Answers for your Board of Trustees, IT and procurement.

Security and governance

ISO/IEC 27001:2022, periodically audited
Access rights per role: staff, manager, administrator, Supervisory Board (read only)
Tiered approval and audit trail of every transaction

Data and integration

Daily market prices from Infovesta data, without manual input
Custodian data is uploaded or connected via API
Web-based management access, from the office or meetings

Implementation

Assessment → configure boundaries and roles → UAT with your data → go-live
Training per role and assistance during the adaptation period
Price quote within 2 working days

Pension fund questions

What administrators usually ask before a demo.

Can our specific Investment Policy limits be included?

Can. Limit references are flexible: OJK provisions, founder Investment Policy, internal limits, per party and group, affiliated parties, asset class and asset quality requirements.

How does the Supervisory Board access the information?

Through web-based read-only roles: portfolio positions, boundary compliance and decision trails are visible without having to request reports from administrators.

Can IKA advisors construct an SAA from the same data?

Can. Infovesta Kapital Advisori, an investment advisor licensed by the OJK, compiles and evaluates SAA from portfolio data in InvestPro, so that recommendations and systems use the same numbers.

How long until the team can use?

Depends on module coverage and data readiness. The stages of assessment, configuration, UAT, and go-live are agreed at the beginning; We will convey the duration of each stage after the assessment.

Next step

See for yourself with your pension fund's Investment Policy.

30–60 minute demo, online or at your office. We bring DPPK scenarios and examples of OJK periodic reports. No commitment.

1 · We will contact you within 1 working day
2 · Demo with product experts and, if requested, IKA advisors
3 · Written summary and quote within 2 working days

Aren't you the one attending? Send this summary to my team →