Our collaborative investment approach of blending active and passive investment strategies allows us to optimally construct a range of risk profiled solutions.
We believe that staying focused on long-term goal achievement versus short-term performance offers the best opportunities for investors. We use a combination of quantitative and qualitative tools in our rigorous portfolio construction process seeking the optimal balance between risk and reward.
Our risk-profiled solutions offer a selection of South African and global multi asset solutions covering the risk spectrum to best suit client needs and objectives. Each investment solution targets a specific outcome and is designed to suit different client risk profiles.
Our manager selection process in three parts:
Filter the investment universe according to minimum investment requirements criteria. Thereafter, the defined investment universe is quantitatively screened by using the following metrics; excess returns, alpha, beta, standard deviation, Sharpe ratio, information ratio, risk/reward, up/down capture ration, consistency ratio and correlation.
We rank fund managers, reducing the investible universe into a more researchable list of suitable managers.
Our manager due diligence process can be divided into two distinct steps:
- the investment due diligence which identifies best in class managers and;
- operational due diligence to ensure operational structures are aligned with our requirements.
SEEKING MANAGERS WITH:
- Level of differentiation
- Specialised advantage
- Repeatable investment process
In-depth analysis of identified investment managers into an approved list.
We blend top-down macroeconomic views and bottom-up manager analysis to arrive at our investment decisions.
DAILY/WEEKLY: We monitor managers, in real-time.
MONTHLY: We review managers’ performance monthly relative to the standards we have set.
QUARTERLY: We undertake a detailed performance review focused on the relative performance & factors impacting the portfolio. We bring any unresolved questions to the investment manager.
Actively managed investment solution targeting superior risk-adjusted returns.
Our range of investment solutions are available on leading linked investment services provider (LISP) platforms in South Africa, providing pre- and post retirement solutions, discretionary investment and tax-free savings products as well as a range of global investment solutions on leading global platforms.