INVESTMENT PLANNING

WILLS & FIDUCIARY

INCOME / CAPITAL & PERFORMANCE REQUIREMENTS
  • Short-Term
  • Short – Medium Term
  • Medium Term
  • Medium – Long Term
  • Long Term

CPI
CPI + 1%
CPI + 3 – 5%
CPI + 6%
CPI + 7%

GLOBAL MACRO

ECONOMIC FACTORS
  • Economic Indicators
  • Political Stability
  • Interest Rates
  • Inflation
  • Business Confidence

ASSET CLASS CONSIDERATIONS

LOCAL & OFFSHORE
  • Cash
  • Bonds
  • Property
  • Shares
  • Unit Trusts
  • Hedge Solutions
  • “Alternatives”
  • Crypto
  • Other

ASSET MANAGERS

OPTIONS
  • Allan Gray
  • Coronation
  • NinetyOne
  • Stanlib
  • Sanlam
  • Satrix
  • BlueAlpha
  • BlackRock
  • iShares
  • Fundsmith
  • Schroder
  • Vanguard
  • Fairtree
  • Truffle
  • Sygnia
  • Quilter
  • EFPC
  • CREDO
  • Anchor
  • M&G
  • & Other

MANAGER SELECTION

QUANTATIVE & QUALITATIVE PROCESS
QUALITATIVE PROCESS
QUALITATIVE PROCESS
  • Investment Process
  • Investment Personnel
  • Investment Philosophy
  • Operational Due
    Diligence
  • Active / Passive
  • Value
  • Momentum
  • Size
  • Quality
  • Other

PORTFOLIO

FUND SELECTION VS MODEL PORTFOLIO
FUND SELECTION
MODEL PORTFOLIO
  • Economic Indicators
  • Political Stability
  • Interest Rates
  • Inflation
  • Business Confidence
  • Economic Indicators
  • Political Stability
  • Interest Rates
  • Inflation
  • Business Confidence

PRODUCT SELECTION

ACCORDING TO NEEDS & OBJECTIVES
  • Liquidity Requirements
  • Local/Offshore
  • Tax Structure
  • Estate Implications
  • Regulatory Requirements
  • Contributions (Regular / Ad-hoc)

ASSET MANAGERS

ACCORDING TO NEEDS & OBJECTIVES
  • Cash
  • Model Portfolio
  • Hedge Solutions
  • Local / Global
  • Share Portfolio

PORTFOLIO OF PORTFOLIOS