STRATEGIQ for ADVISORS
Our collaborative investment approach of blending active and passive investment strategies allows us to optimally construct a range of risk-profiled solutions.
STRATEGIQ provides independent financial advisers with a comprehensive suite of model portfolios and multi-managed investment solutions, actively managed to optimise risk-adjusted returns and keep clients invested through all market conditions.
Our investment philosophy is grounded in the depth and experience of a dedicated investment team, a rigorous research and analytical framework, and access to a diversified investment universe encompassing both traditional and alternative asset classes.
Solutions are accessible through South Africa’s leading LISP platforms and span the full investment lifecycle — including pre- and post-retirement, discretionary investment management, tax-free savings, and global investment mandates.
Our discretionary fund management services include:
An in-depth analysis covering a range of asset classes, geographies and economic data points.
A rigorous portfolio construction approach incorporating both long-term strategic asset allocation objectives with shorter-term tactical allocations.
Our strategic investing approach looks to determine what proportion of a portfolio should be allocated to Growth Assets, Defensive Assets and Uncorrelated Assets.
The identification of the best investments in their class, blending both active and passive investment strategies.
We follow a building block approach in each of the major asset classes, looking for superior investment skills in specific areas of the market.
Extensive, ongoing manager & fund due diligence process incorporating both quantitative and qualitative factors.
Our network allows access to investment managers who are often out of reach for most investors with access to institutional fee classes.
Portfolio IQ – Integrated Adviser Hub
A Smarter Adviser Ecosystem Connecting the tools, insights and intelligence you need to deliver better client outcomes. From first risk conversation through to ongoing portfolio oversight inside a single compliant, adviser-directed environment. Better tools. Better insight. Better client outcomes.
Portfolio IQ – Integrated Adviser Hub
Co-Branded Risk Profiler Professional risk profiling that reflects your own brand and creates and professional, documented foundation for every client engagement. Profile clients with greater confidence.
Portfolio IQ – Integrated Adviser Hub
Comprehensive Cashflow Planning Allows for genuine complexity: multiple income streams, varying time horizons, and other real-world scenarios that a basic retirement calculator can’t handle. Plan for real life, not just retirement.
Portfolio IQ – Integrated Adviser Hub
Portfolio Builder Build investment proposals aligned to both the client’s documented risk profile and cashflow-derived objectives. Risk-aligned. Objective-driven.
Portfolio IQ – Integrated Adviser Hub
Seamless Digital Implementation Move from recommendation to implementation without duplicate paperwork or disconnected systems. Less admin. Faster onboarding.
Portfolio IQ – Integrated Adviser Hub
Portfolio Oversight & Adviser Intelligence Monitor portfolios and support better ongoing client conversations, access investment manager research, and use AUM Tracking to track the growth and composition of your book. See more. Know more. Advise better.
Built for adviser partners. Designed to support better client outcomes.
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