Platform services

In an environment of ever-changing legislation, increased governance requirements and greater operational complexity, self-administering your investment strategy can be a misuse of precious time and resources. There is a growing demand for a solution that keeps you in control of your investment destination, allows you to make informed decisions and ensures that your savings and investments are well managed.

By lifting the burdens of investment implementation, regulatory compliance and day-to-day administration, platform services are an attractive solution that can help free up your time to focus on overall strategy and drive better investment outcomes. With us, you’re in safe hands and any investment solution is possible.

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Services

Investment administration

Our well-tested investment platform serves clients across a core suite of investment administration services.

Investment reporting

Specialised and purpose-built systems provide a real-world approach to dealing with big data practically and efficiently.

Operational governance

High-quality governance and best-in-class risk management protocols give you the safeguards to mitigate and reduce risk.

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Benefits

Platform services is a single point of contact that can help streamline the implementation of your investment decisions.
It keeps a trusted handle on the administrative and regulatory tasks surrounding your investment strategy.
This means reduced complexity, quicker response times, better governance and a sharpened focus to potentially deliver better investment outcomes.

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Advantages

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A powerful platform

Our leading multi-management business is an indication of the key capabilities and winning approach we have developed administratively, which sets us apart from other service providers.

Vetted, in-demand asset managers

On-boarding and continuous operational due diligences, which are aligned with global best practice standards, ensure the safety of your assets.

Standardised fine print

We appoint asset managers under a simple and consistent legal framework that allows us to implement your investment decisions fast and in your best interest, in any fund structure.

In-house proprietary systems

Our well-tested, custom-built administration platform provides you with the flexibility and scalability of a platform provider that ensures our value proposition remains relevant and valuable to your needs into the future.

Peace of mind

We take prudent measures to operate at the highest standards of corporate governance to deliver an investment platform service that allows you to sleep well at night, knowing it’s all been taken care of.

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Frequently asked questions

Do you offer administration services as a package?

When it comes to how clients can work with us, we are firmly on your side. We give you the option to choose what services you require and the extent to which services are required. Our suite of administration services is available in varying combinations that allow you to meet your needs, no matter what they are. Our ‘how can we help you?’' instead of ‘take it or leave it’ approach means you tap into what you need, whenever and however you need it. This has really helped us meet more needs and better serve our clients.

Who needs investment administration platform services?

Demand for investment platform services has grown steadily with the rise of regulatory compliance and monitoring, investment complexity and governance oversight. In our experience, platform services are particularly popular among larger corporate schemes that wish to retain control of their investment decisions. They can use our investment administration platform to ensure that their decisions are implemented quickly and their overall strategy administered effectively and securely.

However, it would be wrong to think that this service is only beneficial for larger corporate schemes. Platform services have been successfully implemented for corporate schemes ranging in size from R200 million to more than R5 billion. In all cases, our clients are looking to us to do all the heavy lifting, giving them more time to focus on their overall strategy and delivering better value.

Can you effectively execute and administer leading global asset manager strategies?

Yes. We have a strategic relationship with Mercer Investments, a global leader in investment advisory and investment management. This relationship provides greater versatility in implementing best-pick global investment strategies. We offer unrivalled access to the smartest asset manager strategies from across a vast global investment universe at a very competitive cost.

Does partnering with platform services mean that we surrender control?

By delegating a suite or selection of investment administration servicing decisions to platform services, it could seem like your involvement is lessened. The reality is that by lifting the burdens of administration, implementation and reporting, we aim to put you back in control of your overall investment decision-making and feel confident about the day-to-day safety and management of your assets.

What represents ‘value for money’ in outsourced administration services?

Many service providers offer investment administration services in varying degrees, levels of transparency and effectiveness. It is important to critically evaluate which of these providers truly has a handle on the operational excellence and governance integrity surrounding these services and the interests they look to safeguard.

We believe value for money is underpinned by the peace of mind the service can offer – through the strategic sync of people, systems and processes, all working together in your best interests. This ultimately helps drive operational excellence, a governance advantage and investor confidence. Without these firm foundations, things may easily – and quickly – run off course.

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