PPS Portfolio Performance

Telefones 11 3168.9139 l 55 11 3079.5304
E-mail pps@pps-net.com.br

PPS operates mostly with Brazilian pension funds. Less than 10% of its portfolio of clients are Insurance companies or corporations.

We provide consulting services in investment, not acting directly with actuarial services, neither with software/program sales.

PPS is focused in providing intelligence and knowledge about the financial and capital markets, domestic and international, development of models of support for investment decisions and participation in investment committees, where our knowledge differential can be better exploited.

We are not focused in large data processing systems, because we believe that such action would result in a loss of focus on intelligence that we seek to develop and put in service of our clientes.

The results of such positioning, amongst others factors,  are evidenced by the fact that our founding partner have been elected in four of the last five votes, the best investment advisor of the Brazilian pension funds market.

Our proprietary system, PPS, allows updates to be made without significant costs (usually free of charge), in addition to important customizations to our clients.

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EXPERIENCE ALIGNED TO TECHNOLOGICAL AND METHODOLOGICAL TOOLING TO PROVIDE THE BEST SERVICE TO OUR CLIENTS

Main services provided

MANAGER AND INVESTMENT FUNDS SELECTION

EVALUATION AND INVESTMENT STRUCTURES RECOMMENDATION

TRAINING

ALM STUDIES - ASSET LIABILITY MANAGEMENT

INVESTMENT’S GOVERNANCE DOCUMENTATION DEVELOPMENT

PORTFOLIO PERFORMANCE EVALUATION

PARTICIPATION IN INVESTMENT COMMITTEES

INTERNATIONALIZATION OF PORTFOLIOS

Some details of our services

Selection of investment managers for liquid portfolios (fixed income, equity and multi, or even liquid international investment funds), using a proprietary model, which includes Quantitative performance evaluation by PPS software, and is supported by qualitative assessment through Due Diligences. By selection, we understand both the choice of new managers as the basis for exclusion of a manager who is currently present among the Entity services providers.

Analysis of the current structure of investments in terms of resource distribution amongst the various portfolios and funds, the hierarchy between them, ease of control and monitoring of their performance, adherence to the plans’ needs, redundancies and adequacy of risk diversification performance. Where relevant, we will present suggestions for remodeling the current structure.

Participation in Pension Plan´s Investment Committees, independently, in order to strengthen corporate governance. Aid to the Audit Committee in preparing its half-yearly event on the Pension Plan´s management.  Training for members of the statutory bodies, Finance and Investment, directly by PPS, and training in Actuarial and Legal areas, through preferred partners.