Pension Fund

Updated:

Metrus Instituto de Seguridade Social

Metrus was founded in 1993 as the closed pension fund serving the São Paulo metro workforce. The institute provides retirement benefits and health assistance...

Metrus Instituto de Seguridade Social logo

Metrus Instituto de Seguridade Social

Metrus was founded in 1993 as the closed pension fund serving the São Paulo metro workforce. The institute provides retirement benefits and health assistance plans funded by contributions tied to the state-owned metro operator. The fund deploys capital into private equity buyouts, venture and fund-of-funds structures as well as real estate and natural resources. Confirmed holdings include Industrial Parks Brasil FIP Multiestratégia, FIP BVEP Plaza, FIP Multiner, PATRIA BRASIL Infraestrutura III and FIC FIP Hamilton Lane Brasil. Geographic exposure centers on Brazil with additional global private equity access through feeder vehicles. The institute also maintains direct ownership of Ambulatório Metrus Saúde clinics in São Paulo. Assets total $760 million. The institute belongs to Abrapp and maintains a CDP signatory status. It works with custodians BTG Pactual DTVM and Santander Securities Services Brasil DTVM plus auditors PwC and Mazars. No additional offices are recorded. Metrus operates under a sponsor relationship with Cia. do Metropolitano de São Paulo - Metrô that defines its mandate and governance. Investment decisions follow the closed-fund structure required by Brazilian pension regulations for employee benefit plans.

General information

Firm type

Pension Fund

Year founded

1993

Location

Region

South America

Country

Brazil

City

Sao Paulo

Corporate office

Alameda Santos, 1.827 – 1º Andar Cerqueira César

Sector focus

Real EstateInfrastructureHealthcareEnergy & Utilities

Frequently asked questions

Who sponsors Metrus Instituto de Seguridade Social?

Cia. do Metropolitano de São Paulo - Metrô serves as the founding sponsor and primary contributor to the closed pension fund.

What asset classes does Metrus allocate to?

The institute holds positions in private equity, real estate, infrastructure and energy funds with a current 1.56 percent allocation to private equity.

Does Metrus invest directly or through funds?

Metrus participates in both direct holdings such as Ambulatório Metrus Saúde and fund vehicles including multiple FIPs managed by third-party firms.

Which Brazilian regions does Metrus target?

Investments concentrate in São Paulo and other parts of Brazil through industrial, commercial and infrastructure assets.

Is Metrus a member of industry associations?

Metrus belongs to Abrapp and holds governance certifications from the association for closed private pension funds.

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