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Institutional investors

Because we are passionate about helping our investors meet their investment goals, we provide retirement funds, medical aid schemes and corporates with holistic investment consulting and implementation services. We also place great emphasis on helping retirement fund members make informed decisions through our comprehensive member education programme.

Our starting point is to help our investors understand their investment needs through robust analysis and then to develop an investment strategy to meet those needs. We offer:

  • Implemented consulting - usually for small and medium clients, we develop and implement an investment strategy to meet their needs.
  • A range of investment options - we offer a range of investment options that include multi-manager, index and international Best of breedTM portfolios. Our investment approach is to use carefully selected investment managers and to focus on growing your assets with as little risk as possible.
  • Trustee and member education - we believe that education is critical to help our investors achieve their investment objectives, because poor individual investment decisions have as much influence on their investments as poor investment performance.

 

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