Our investment advisers offer you tailor-made advice and assistance concerning your retirement fund, from developing an investment strategy to comprehensive and regular performance monitoring of your investments on an ongoing basis.

We offer comprehensive investment advice
We offer comprehensive investment advice

We offer advice and assistance with the design and review of investment strategies.

You can design  an  investment strategy
You can design an  investment strategy

Our objective and professional advice enables you to select product options and investment portfolios that will suit your retirement fund needs.

Team of experts  to help you
Team of experts to help you

Our team of highly qualified and experienced consultants will help you with all your investment needs.

Investment monitoring and reporting
Investment monitoring and reporting

We provide regular,comprehensive and customised investment reporting.

 

See what we offer

Investment strategy                                      

Here’s how it works:

  • We start off by performing an in-depth review of a fund’s individual needs by:

             o   Assessing its assets and liabilities

             o   Conducting a member profile analysis

             o   Analysing economic factors, market conditions and industry developments

  • An assessment is then made of the level of investment risk acceptable to the retirement fund, leading to the development of an investment strategy that reflects both performance objectives and risk tolerances.
Member analysis                                      

We analyse your retirement fund through the use of our Member Analysis Tool, which measures the net replacement ratio of each member.

Investment adviser participation            

You know your retirement fund investments are in safe hands because:

  • We ensure advice and assistance is provided for the selection and blending of individual investment managers with ongoing monitoring and assessment of your investment
  • We provide regular due diligence exercises with investment managers to ensure that the retirement fund achieve the real return targets needed
Investment performance monitoring                           
  • We provide comprehensive investment performance analysis to ensure that trustees are fully informed of investment portfolio developments
  • A quarterly investment survey is produced comparing asset manager returns for the retirement fund industry
  • We provide risk analysis and attribution analysis of investment portfolio returns and guidance is provided in the setting of portfolio benchmarks and objectives
Need more help

Need more help?

Let one of our consultants assist you.

Contact us on:

011 846 3542