Investment consulting
Investment advice
Client goals
We will work with you to determine your needs, risk tolerances and constraints.
Investment strategy
We take care to match your investment beliefs and objectives to an investment strategy.
Client experience
Our focus on matching investment returns to your expectations determines your experience.
Our unique ability to integrate your objectives with an investment strategy and dynamic client experience into a complete solution is a key benefit for you. You can work with us however you choose, and we will fit into what you already do. We are here to support you in whichever way you need us — with our market-leading research on asset managers, global investment knowledge and market position, we work with you to design and create an investment strategy that delivers what you need, the way you need it.
Client diversity
Through our long-standing relationships, we can bring you curated advice, instantly tapping into the knowledge and experience gleaned across our diverse client base. We know what has worked and what has not, so we can help you solve the problems you do not yet know you have and identify and head off issues while keeping fees down.
Idea capture
The dedicated research and portfolio management capabilities that sit within our in-house multi-manager business offers access to unrivalled intellectual capital. If there is a strategy that is relevant for your needs, chances are our team will have a research and portfolio design view on it.
Global reach
We pride ourselves on offering local service with a global outlook. Through our relationship with Mercer Investments, we can help you gain cost-effective access to what we believe to be the brightest and most innovative opportunities wherever they exist in the world.
On-demand insight
A combination of commercial and proprietary systems architecture puts us in the front line when responding to real-world approaches of extracting relevant data quickly and efficiently, converting it into actionable insight for you, meaning fewer opportunities are missed.
Liability cognisant
Our in-house actuarial specialists create and monitor tailor made liability-modelled investment strategies based on actuarial and investment projections. This means that your strategy recommendations are pursued and managed through a disciplined, calculated and informed approach that distinguishes us from other service providers in South Africa.
The investment strategies we set are designed to deliver outcomes that are aligned with your needs and expectations. In setting these strategies, we follow a three-tiered approach:
- Our diversified asset class allocation manages risks more effectively in line with set objectives
- We propose a blend of complementary investment strategies that work together to capture higher returns where they appear and help offset underperformance elsewhere
- We allocate money to top-rated asset managers who can consistently implement the strategies we seek, helping to produce reliable and repeatable investment outcomes over time
Ultimately, clients are looking for diversification, smooth and competitive returns as well as comfort, and they are placing enormous value in our process.
Mercer Investments is a global leader in investment advisory and investment management. They have an expansive and global investment team of over 4 000 professionals spread across over 40 countries and over 50 cities.
We share a unique and strategic partnership with Mercer Investments and collaborate across investment advisory, research and portfolio management. This relationship gives you access to the best global investment views matched to unique South African needs. We can get our clients to market with new ideas and execute ideas quickly, whether shielding your investments from inherent market risk or capturing opportunities in the market.