Fund Research & RatingsWe perform comprehensive assessments on SA and Offshore fund management capabilities. Our approach is qualitative – we believe that only a deep understanding of all of the drivers of investment success will allow us to make informed investment decisions and guide clients accordingly. This unique approach has been developed through our own experience in the industry and it forms the core of our investment related services. We offer:
Fund Manager ResearchFor clients looking for comprehensive insight on funds available in the market. Clients use this service as objective support for their investment process.
Fund RatingsOur Tier based ratings provide the qualitative opinion on how we have evaluated a fund. Advisers use these ratings as guidelines when making investment decisions for clients. Ratings are available through various fund platforms as well as Adviser Online.
Tier 1 Rating:This is our top rating. We are satisfied that this offering is managed according to a well-considered process, applied consistently and supported by the business.
Tier 2 Rating:This is a good fund, however we have some minor concerns which may be people, process or business related.
Tier 3 Rating:This is a negative rating. We have one or more fundamental concerns about aspects of this fund and believe there are better alternatives.
Research Driven Model PortfoliosWe build and manage research driven model portfolios for financial advisers and their clients. This service combines our investment expertise and industry leading fund research, making use of our FAIS Discretionary Fund Management licence to offer advisers an end to end, managed investment service. Through this service we develop and build custom portfolios for an adviser's client base, and then implement these efficiently using the adviser's preferred LISP(s) and our FAIS Cat II licence.
Investment Advisory ServicesClients use our fund research and portfolio management expertise to support their own investment process. We offer this in various forms: We provide advisory service to various financial institutions as well as financial advisers.
Adviser OnlineThis online resource provides fund rating information as well as practical tools and information specifically developed for financial advisers. It is a low cost way to access high quality information and support.
Adviser ProgrammeWe offer a practice development programme hosted in conjunction with Allan Gray in SA's major centres. The aim of the programme is to help advisers professionalise their practice and the industry. This is facilitated over 5 modules covering critical practice related topics and is presented in a practical, MBA-type manner to encourage advisers to learn from industry experts as well as from each other.
ConsultingWe work on various assignments where clients have specific business issues they need assistance with. Examples include:
- Investment Management
- Succession Planning
- Practice valuation
- Shareholder agreements
- Remuneration structures