Investments
For over 17 years, we have managed the investment area of a closed-end pension fund (EFPC), becoming a benchmark in the sector. With the know-how of an entity, Inside Pensions is able to develop solutions tailored to the reality of each pension fund, knowing that they all have their own particularities.
Among the services offered are:
Lead the OCIO selection process, utilizing international best practices.
Implement a process for monitoring and evaluating the OCIO (Operational Control and Expenses) by the statutory bodies.
Review the Investment Policy.
Design and implement investment profiles (traditional or life cycle ).
Design and implement an investment prospectus.
Design and implement automated reports.
To structure and improve the loan program for Participants.
To participate as an independent member in the EFPC's technical committees.