PPS Portfolio Performance: Best Investment Services for Pension Funds Brazil 2023

Since its launch in 1996, PPS Portfolio Performance has helped Brazilians make the most of their money. The firm offers a range of investment services, including assistance with the selection of managers and funds, structuring recommendations, performance evaluation, governance documentation, asset liability management and the internationalisation of portfolios. PPS Portfolio Performance combines proprietary quantitative modelling and qualitative analysis backed by deep due diligence to evaluate portfolio performance and capabilities to support the portfolio construction and portfolio managers selection processes. The firm can assist clients with the elaboration of investment policies or send representatives to speak up for client interests at investment committees. PPS Portfolio Performance was founded by Everaldo Guedes de Azevedo França, who has applied decades of experience to create, with his team, the methodologies providing objectivity and insight to Brazil’s pension fund schemes. The consultancy shares its expertise in training sessions for members of statutory bodies as well as professionals in the finance, actuarial and legal sectors. PPS Portfolio Performance is an active participant at several pension plan investment committees. The firm also assists pension funds on the relationship with participants via webinars in which market behaviour and the process for developing investment policies are explained. PPS Portfolio Performance has distinguished itself in terms of technical innovation and knowledge-based services. It has earned the trust of its clients while creating positive impacts for Brazilian pensioners. In 2023, the CFI.co judging panel has found cause to justify a win for repeat winner PPS Portfolio Performance in the award category of Best Investment Services for Pension Funds (Brazil).