Our highly skilled investment team keeps their fingers on the pulse of local and global trends as well as economic and legal developments that may affect our clients.
We offer tailor-made, goals-driven investment solutions to corporates, funds, and other institutions. Our services include comprehensive investment strategies, Investment Policy Statements (IPS) in line with CFA global best practice and local legislation, comprehensive risk and performance reports, and more.
Retirement Funds
We work with Retirement Funds to develop an in-depth understanding of their assets, liabilities, member requirements, and other factors before outlining a bespoke investment strategy.
Medical Schemes
In the face of rising healthcare costs, it’s even more important for medical schemes to make sensible investments. Before developing an investment strategy, our team takes a deep look at the scheme’s investment return demands, claims history, cash flow, liquidity, and solvency requirements.
PlanMyBENEFITS™
We know the financial challenges that can come with retiring, which is why we value careful planning when it comes to our clients and their needs. PlanMyBenefits™ is a powerful market leading tool aimed at assisting employers and retirement fund boards of trustees in the assessment and review of the benefits, choices, and defaults offered to employees or fund members.
Balance Sheet Assets (Insurance Companies)
We develop investment strategies for insurance companies that reflect their specific objectives and risk appetite. Our services include the development of asset allocation strategies and the optimisation of various forms of risk – such as credit, equity, and inflation.
Restricted Equity Funds
We provide a comprehensive investment consulting service to assist institutional clients in implementing long-term and short-term incentive schemes for their employees.