Services

Investment Consulting Services

We have a specialized investment services division that advises and guides Trustees in making suitable decisions about the investments of their retirement funds in an increasingly complex investment environment. Our services are completely independent of any investment managers, multi-managers, or insurers, and our advise to Trustees is completely unbiased. We are keenly aware of the Trustees’ emphasis on executing their fiduciary duties. Together with the Trustees, we can ensure that all decisions are well-formulated, prudent, and documented, with the objective of ensuring the Fund’s long-term financial stability and performance. We can assist the Trustees in achieving superior investment returns on the assets of the Funds by providing sound advice based on thorough analysis, research, and excellent risk management.

 

What differentiates our investment services from those of our competitors?

  •  We tailor the level and type of service to meet each of our clients’ unique needs;
  •  Our advice is pro-active and solution-oriented;
  •  Our consultants have a dual consulting/research role which results in client focused research and informed client consulting;
  •  On-going investment manager research is shared with clients, and as a result real-time information regarding investment managers is provided, thereby allowing for effective decision making.

Our Services:


  •  The setting of an investment policy, goals and objectives of the Fund;
  • Devising an investment strategy that will enable the Fund to meet its stated goals and objectives;
  •  The selection of the best asset manager(s) and investment vehicle(s) to carry out the fund’s investment strategy.
  •  Managing the implementation process by clearly defining the investment mandate by which the Fund’s assets should be managed, as well as minimising transition costs;
  •  Setting appropriate index and inflation-based benchmarks in terms of which Fund returns can be objectively measured;
  •  The ongoing monitoring of the Fund’s performance and risk tolerance via monthly and quarterly investment reports;
  •  Daily financial index reports and pertinent economic updates; • Monthly market surveys to allow for appropriate peer group comparisons; • Ongoing communication to the membership through the Board of Trustees.
We do not develop standard “packaged solutions”. Each client is treated individually and advised according to specific needs. By using our experience of the market, our innovative people and clearly defined procedures we are able to suggest solutions appropriate to those needs.