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Non-government Pension Funds

As part of its asset management services portfolio, Sokrat offers investment advisory to non-government pension funds (NPF) boards and contributors (institutional) on the following:

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Developing (correcting) investment strategy (declaration), based on NPF board preferences and relevant asset placement.

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Implementing investment declaration by selecting and managing assets and, when necessary, offering new investment tools.

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Risk assessment and investment portfolio optimization, regular analytical support of NPF investment activity, and ongoing information updates for NPF board.

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Diversification of pension assets, given the limitations of NPF investment declaration and market regulating agencies.

Sokrat approach to managing NPF assets is based on the following principles, allowing to maximize the return on investment:

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Considerable return on investment

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Guaranteed investment security

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Strictly followed legislative regulations

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Low NPF portfolio risks

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Liquidity of NPF assets

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Funds reserved for current payments

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Diversification of NPF assets by investment tools, markets, and investment terms

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Transparency of information and NPF investment portfolio

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Fund managing company control by NPF board

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Reasonable investment of pension funds