Asset Consulting

Why us

Independent and professional investment advice

Experienced team of investment specialists

Comprehensive transparent and leading edge asset consulting

The team successfully services over 200 retirement funds in South Africa

Our methodologies subscribe to the principles embodied in Circular PF130 and the various discussion papers published by National Treasury.
Our primary objective is to empower trustees through mutually beneficial partnerships where we seek to understand the needs of our clients in order to ensure better retirement savings outcomes for fund members.
Our robust asset consulting process begins by identifying our clients' objectives through a method known as Asset Liability Modelling (ALM).
The ALM enables us to match the funds’ assets and liabilities which are then expressed as a percentage of each member’s final salary at retirement.
When determining the fund’s investment strategy, we carefully analyse the net replacement ratio required for each member, before deciding on the optimal asset allocation and asset manager mix.
We then consult our legal team before implementing the strategy within the confines of the regulatory framework, providing the trustees with a governance charter that allows them to make investment decisions.
This information is embodied in a document known as The Investment Policy Statement.