Pension Fund

LUZ Previdência (Pension Fund) is a company aimed at institutional clients, which has as main goal the improvement of the practices of resource management, from the assessment of financial instruments to the monitoring of policies, in compliance with legal and managerial rules of the institution.

20% of Pension Fund market uses the LUZ consultancy

TOPICS ADDRESSED BY LUZ PREVIDÊNCIA:

previdencia

Value Proposition
  • ALM Study (Asset Liability Management)
  • Preparation and monitoring of the Investments Policy
  • Assistance in communication with stakeholders
  • Portfolio managers or custodians selection
  • Portfolio monitoring
  • Investment fund ranking
  • Structured investment analysis
  • Actuarial services for liability management
  • Regulatory assistance
  • Training in Pension Fund (ICSS - certified company)
Benefits
  • Regulations
  • Use of MITRA solution
  • Support to decision making
  • Compliance and Monitoring
  • Dedicated consultants
  • Transfer of knowledge
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