Quality investment advice for a secure retirement
Sasfin’s team of asset consultants offer relevant and independent investment advisory services to retirement funds. We support and enable retirement fund trustees in fulfilling their fiduciary duties of achieving the best outcome for fund members at retirement.
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Why we are the right advisor for your fund
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Our investment advisory services
- Establishing the unique investment objectives and needs
- Asset and liability modelling and matching
- Investment strategy design and implementation
- Economic, market and investment performance overviews
- Annual investment strategy reviews and policy updates
- Trustee and member training and communication
- Regulatory and industry updates
- Investment compliance monitoring
- Net Replacement Ratio reporting at a fund and member level
Our investment advice philosophy and approach
We do a proper needs analysis in order to have a complete understanding of the investment objectives and goals that a fund seeks to achieve. Objectives can be set at portfolio level in peer relative and absolute terms as required.
We apply an implemented consulting advice model using Sasfin managed multi-strategy and multi-managed investment building blocks. If required, bespoke investment advice solutions are designed for clients using third-party building blocks.
Our default life stage model seeks to maximise the capital growth opportunity of each member pre-retirement. This is achieved by ensuring that each member is exposed to the appropriate amount of investment risk given their investment horizon and the nature of the annuity to be purchased at retirement.
We do not view active and passive investing as two mutually exclusive investment strategies, but rather seek to optimise the use of both strategies from a portfolio diversification and cost efficiency perspective.
We view return and risk as two sides of the investment performance coin. Measuring performance and making performance comparisons includes the important element of risk-adjusted returns.
When designing investment strategies, the investment objectives of clients are expressed in real terms over relevant rolling return periods.
We are not only concerned about the retirement benefits that members accumulate for retirement, but also about the society and environment that they will live in by focusing on socially responsible investment practices.
Our investment advice process
- Determine investment objectives
- Investment strategy design
- Manager research and blending
- Strategy implementation and assessment
- Investment policy statement development
- Regular monitoring and reporting
- Annual investment strategy review
- Continuous advice process
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