Our wide range of solutions offer a consistent approach to investment through asset allocation, manager selection, and investment philosophy. As one of South Africa's first Centre for Fiduciary Excellence (CEFEX)-certified Investment Managers, we emphasize responsible investing and fiduciary care.
Our Core Range provides offers comprehensive range of investment solutions designed to meet the following client objectives:
- Targeting inflation
- Diversifying offshore
- Sustaining an income for life after retirement
Benefits:
- Scalable, cost-effective solutions with reduced admin.
- Enhanced client acquisition and retention.
- Compliance management, asset manager due diligence, and broad platform access.
The benefits of a Discretionary Fund Manager
- Regulatory Risk: The introduction of the legislation and compliance burden on planners has increased the cost of running practices. Some planners have opted to emphasise investment management as a component of their value proposition, although they lack the necessary licences to do so.
- Time: DFMs can make changes without client consent due to Category I and II licences, allowing quick transaction execution.
- Skill: Fund selection and portfolio management require different skills. DFMs use quantitative tools, reporting, manager research, asset allocation, and portfolio design.
- Rebalancing: With a Category II licence, DFMs can make bulk switches for all clients in a portfolio instantly, unlike financial planners who need signed documents from each client.
- Manager Selection: DFMs select investment managers with expertise in various asset classes and decide on passive, active, smart-beta, or combined strategies.