For foundations, endowment funds, and corporate treasuries

Accountable investment governance, without building a large investment team.

Written investment policies, allocations prepared by OJK-licensed advisors, product recommendations with a clear methodology, and periodic evaluations that are ready to be brought to the supervisor, supervisor or shareholders. Recording and monitoring in InvestPro if the funds are large enough.

30 minute consultation with an advisor Download solution summary (PDF)

Free initial consultation: we map out the condition of your funds and what is worth fixing first.

Portfolio performance evaluation · Quarter III 2026Infovesta Kapital Advisori

Managed funds
Rp. 85 M

YTD returns
+5,9%
target 5.5%

Policy compliance
Appropriate

Asset classActualTargets Deposits

40%40% SBN

38%40% Mutual funds

22%20%

Recommendations: rebalancing 2 points from mutual funds to SBN at the next auction; basic calculations in attachment 2. Illustrative data.

Who are you responsible to

Trustees, supervisors, auditors, and shareholders ask the same thing: what is the basis?

FoundationAccountability to supervisors and supervisorsWritten investment policies and periodic reports as the basis for management decisions.

Endowment fundsMaintain long-term real valueStrategic allocation with target results derived from annual spending needs.

Corporate cashLiquidity and risk limits approved by the board of directorsPlacement policies, limits per bank and issuer, and reports to the audit committee.

Licensed advisorKEP-56/D04/2021PT Infovesta Kapital Advisori is registered and supervised by the OJK as an Investment Advisor.

The provisions of your articles of association, supervisory regulations, or treasury policies are the main reference; we formulate an investment policy in it.

Quick check

Does this feel familiar in your organization?

Check what happens. Most of the foundations and corporations we assist started with two or three of these.

Funds are placed in deposits and products offered by banks, without a written investment policy. Placement decisions depend on one or two people; when asked by the supervisor, the basics are difficult to explain. There are no independent comparators to judge the seller's recommended products. Evaluation of fund performance is carried out once a year, from reports prepared manually. Recruiting your own investment team is not commensurate with the size of the fund.

Foundation and corporate solution packages

Starting from the advisor. Add systems as funds and transactions increase.

Start here · OJK licensed advisor

Infovesta Kapital Advisori

Strategy formulation: investment policy, objectives, risk limits and SAA before starting to invest
Product recommendations: alternatives according to profile, based on Infovesta methodology and data since 2005
Implementation assistance: carry out the established strategy
Periodic evaluation: performance against strategies and products, in documents for coaches or directors

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If the funds are large · System

InvestPro

Daily recording of transactions, accruals and fair values
Policy limits are checked before deployment
Proposals and approvals are recorded, from staff to administrators
Portfolio report for supervisory or audit committee meetings

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Research

Market Update & Outlook

Monthly meeting materials: main issues, projections, stock and bond strategies
Mutual Funds and Bond Market Weekly Update
Free for institutional professionals

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What we work on with you

From before investment to periodic evaluation.

Mapping

Fund objectives, spending needs, risk tolerance and internal requirements are mapped out in the initial consultation.

Policy and SAA

Written investment policies and strategic allocations are prepared, then approved by the supervisor or board of directors.

Recommendations and implementation

Products are selected with a responsible methodology; accompanied placement.

Periodic evaluation

Performance against targets and policy compliance is reported quarterly, ready to be brought to meetings.

That changed

From ad hoc placement to governance that can be explained in one meeting.

Basis for decision~~Bank offer and management experience~~
Written policies and endorsed SAAs

Product selection~~Seller recommendation~~
Independent comparator, licensed advisor

Report to supervisor/director~~Once a year, manually~~
Quarterly, on a calculated basis

Endowment funds need policies that can be held accountable across management — so that decisions do not depend on who is in office.

Infovesta Investment Advisory Team

Map the condition of your funds in 30 minutes

Who accompanies you

Practitioner who has managed pension funds, banking and investment managers.

Independent: services free from conflicts of interest; We do not receive commission from recommended products.

Dr. Bambang WibisonoPresident Director · Chairman of the Freeport Indonesia Pension Fund until 2019; 15 years in banking (Citibank N.A., Chase Manhattan)

Parto Kawito, S.T., M.M.President Commissioner · in the capital market since 1994; 20 years as Director of PT Infovesta Utama, 3 years as Director of Indo Premier Sekuritas

Foundation and corporate questions

What administrators usually ask before consultation.

What is the minimum fund size to use an advisor?

[Fill in the threshold or IKA policy]. The initial 30 minute consultation is free of charge; From there we tell you whether full service is worth your budget.

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.

What is the fee scheme?

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

Do you need the InvestPro system from the start?

Not necessarily. Many foundations and corporations start as advisors; InvestPro was added when the number of transactions and parties involved made manual recording risky.

Next step

Map out the condition of your funds with an advisor.

30-minute consultation, online or at your office, with an OJK-licensed advisor: fund objectives, current placement conditions, and what is worth working on first. No fees, no commitment.

1 · We will contact you within 1 working day
2 · Consult with IKA advisor
3 · Written summary and service coverage quote within 2 business days

Do you need to convey it to the supervisor or director first? Send this summary to my team →