Financial Advisory
Our advisory services cater to various types of clients, including defined benefit funds, defined contribution funds, endowments, foundations, sovereign wealth funds, and family offices. We understand the unique needs and constraints of each client and provide tailored consultancy services to meet their requirements.
Our methodology revolves around a consistent framework that guides the investment process. It starts with establishing the investor’s overall mission, objectives, and constraints. This includes understanding their level of governance and investment beliefs, which are crucial in creating the right investment strategy. We work closely with our clients to develop a decision-making structure and investment beliefs that align with their program.
Risk management is an integral part of our approach. We set an appropriate risk budget based on the client’s objectives and constraints. This helps determine the level of risk the investor is willing to take to achieve their goals. We then move on to portfolio construction, where we use the relevant investment parameters to balance assets and strategies. Our aim is to maximize total net return per unit of risk while considering diversification, hedging strategies, and active management.
200 MWp
Advisory
Solar farm located in South Africa.
What sets us apart is our experience in designing custom, innovative, and successful investment solutions. We have a sophisticated portfolio construction and risk management approach, supported by an experienced global manager and asset research team. Our thought leadership and idea generation capabilities keep us at the forefront of the industry. Additionally, our high-touch client service, aided by a low client-to-consultant ratio, ensures that we meet the unique needs of each client.