Launch of a unified online platform for investment management of pension assets invest.enpf.kz

"Current issues about the UAPF"

What is the inernet platform for investment management of pension assets introduced by the UAPF?

        The unified online information platform for investment management of pension assets of citizens invest.enpf.kz combines all key information about investment portfolio managers (IPMS) in one digital space and provides a systematic approach to providing investment activity data.

What is the purpose of this project?

        The aim of the project is to increase public awareness and create a sustainable understanding of the mechanisms of investing pension assets by synchronizing the publication of data on the profitability of pension assets and explaining the factors influencing investment results.

        The unified Internet information platform for investment Management is a modern digital resource that provides depositors with the opportunity to analyze pension investments online.

What information is available to depositors on invest.enpf.kz ?

On the portal on invest.enpf.kz in Kazakh and Russian, users can access information about the pension savings system, securities, investment strategies (criteria), basic concepts, the structure of pension asset allocation, as well as financial indicators of each IP, data on compliance with regulatory requirements and other information that allows investors to create their own portrait of IP and its investment activities.

        The online resource provides convenient and structured access to information on profitability, allows you to compare various data on portfolios of pension assets managed by trust managers (NBRK and UIP) over a given range of periods. The investor receives tools for self-assessment of investment portfolios, as well as the choice of a manager and his investment strategy, adapted to his goals and expectations.

        Thus, a single Internet platform is becoming an important element in the development of digital services in the pension system, contributing to a more informed participation of depositors in managing pension capital and shaping their financial future.

What are the key features of the platform?

Visibility and accessibility of information

         All data is presented in a convenient and understandable format for a wide range of users, which allows the investor to see where and how his funds are invested.

Comparison of profitability and indicators of AIP

         The platform allows you to compare IPMS by key parameters: profitability, portfolio structure, value of a conditional unit of pension assets, as well as financial indicators and investment results.

Informed choice of investment strategy

          The depositor can independently study the investment declarations and make a decision on the transfer of pension savings to the management of the selected UIP according to its criteria for investment management of pension assets.

Full information control of the depositor

          After conducting the necessary analysis, the user receives detailed information about his personal pension assets by going from the Portal to his personal account. If necessary, it can transfer up to 50% of mandatory pension contributions, mandatory occupational pension contributions and up to 100% of voluntary pension contributions to the trust management of the pension fund.

What can a depositor do in his personal account?

          In the personal account, the depositor can, among other things:

check the available amount for transfer/refund to/from the UIP/National Bank of the Republic of Kazakhstan;
to get acquainted with the rules and conditions for submitting an application for selection (change) IPR or for the return of pension savings held in trust by the IPR to the trust management of the National Bank of the Republic of Kazakhstan;
submit an application for selection (change) UIP or to return to the National Bank of the Republic of Kazakhstan and track its status;
get other affordable retirement services.

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Source : https://www.gov.kz/memleket/entities/social-abay/press/news/details/1197188?lang=kk