Discretionary Fund Management

Investment Services

We believe that staying focused on long-term goal achievement versus short-term performance offers the best opportunities for investors. Our discretionary service is ideal for financial advisers who wish to delegate the responsibility of the day-to-day management of their clients’ investments to a professional investment manager. We will look after the management of your clients’ portfolios, allowing you to focus on what you do best: developing client relationships and growing your business.

We use a combination of quantitative and qualitative tools in our rigorous portfolio construction process seeking the optimal balance between risk and reward. We believe our collaborative investment approach of blending active and passive investment strategies allows us to optimally construct portfolios, adapting and reacting to ever-evolving market conditions.

We offer two core services to financial advisers, a bespoke adviser-orientated discretionary service, allowing for customised investment solutions specifically designed to meet the adviser’s specifications and for their exclusive use. The second is a range of managed investment solutions available on popular adviser platforms.

Advisor Orientated Advisor Orientated
Cost Effective Cost Effective
Complete Transparency Complete Transparency
Technology Driven Technology Driven

Bespoke Model Solutions

Our Bespoke Discretionary Service (DFM) is for advisers requiring personalised investment solutions. StrategiQ will partner with the adviser, developing a range of adviser-orientated investment solutions specifically constructed to meet the adviser’s specifications and for their exclusive use.

Our bespoke investment 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 (refer to diagram).
  • 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 often out of reach for most investors with access to institutional fee classes.
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Managed Model Solutions

Independent Investment Solutions (Pty) Limited (“IIS“) is a multi-asset investment solutions provider to independent financial advisors (IFA’s). IIS provides a risk-profiled range of investment solutions that are accessible via a wide range of popular adviser platforms, they have no minimum investment levels and offer a competitive fee structure.

Each solution is constructed to deliver a different investment objective and actively managed. Simply decide which strategy is right for your client, and then complete a short application form. The underlying funds and ETF’s in which these strategies invest have successful track records of delivering consistent returns.

The investment solutions are overseen by a professional investment committee that is tasked with the selection and ongoing review of the specific underlying funds, thus continually ensuring that the correct blend of unit trust funds is combined to achieve the desired risk-adjusted returns.

Visit www.i2solutions.co.za for more information.

Advisor Portal

Use our online proposal tool to produce consistent and detailed investment proposals for your clients, reducing risk of investment advice and meeting regulatory and compliance obligations. The tool enables you to access extensive research, fact sheets, weekly newsletters, quarterly house view, reporting and to view complete history of all generated proposals and provides an effective means of communicating the details of our value proposition.

Our modern, user-friendly dashboard is customised to fit your brand. We’ll incorporate your corporate identity to make it distinctly your own.

Find out more about the IQ Advisor portal:

Visit IQ Advisor

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