PPS Portfolio Performance: Best Investment Services for Pension Funds Brazil 2024

PPS Portfolio Performance, founded in 1996, is highly regarded in Brazil for its expertise in serving pension funds and institutional investors. The firm’s pioneering development of Brazil’s first proprietary portfolio analysis software has evolved into a powerful tool for both quantitative and qualitative performance evaluation. Maintaining independence from banks and financial institutions, PPS ensures unbiased investment advice. PPS was instrumental in introducing dynamic stochastic optimisation models for asset liability management (ALM), benefiting numerous pension funds in optimising returns and managing risk. Led by CEO Everaldo França and senior consultant Rafael Sampaio, PPS offers comprehensive training on investment policies and portfolio management. Both França and Sampaio train pension fund managers and board members at UniAbrapp, the educational branch of Brazil’s Association of Pension Funds. In addition to his role at PPS, França serves as an independent member of the Investments Committee at Petros, Brazil’s second-largest pension fund, and is Chairman of the Board at São Paulo City Municipal Pensions Institute. He is also dedicated to community work, mentoring low-income students at the Polytechnic School of São Paulo University and serving on the board of Casa da Paz, an NGO focused on children’s education in São Paulo’s underprivileged areas. Over the past year, PPS increased its client base by ten percent, demonstrating resilience and adaptability within a complex financial landscape. The CFI.co Judging Panel congratulates PPS Portfolio Performance on winning the 2024 award for Best Investment Services for Pension Funds (Brazil).