As an independent specialist Discretionary Fund Management business, we design bespoke, branded, model portfolios to provide professionally managed exposure to the South African and global financial markets through a selection of equity, fixed income, property and money market funds.
In addition to bespoke model portfolios we also manage a range of local and global model portfolios.
Our investment process covers 4 phases that address all facets of investment management. The four phases are Design, Objective, Maintenance and Evaluation – DOME – and relate to the architecture and design of all portfolios.
Access to a dedicated team of independent investment professionals to create FAIS compliant portfolios and a FAIS compliant investment process.
Ease of switching: we will administer all trades and the disinvestment process with managers.
Absolute transparency: regarding asset allocation, pricing and underlying manager concentration.
Investment report backs: a detailed update on the investment portfolios and monthly Minimum Disclosure Documents (MDD’s).
Operational support: through a dedicated operations team that works closely with the LISP platform.