Services

Services Offered

S&A is one of the few remaining firms in South Africa that offer truly independent investment advice.

This includes all actuarial and risk management aspects of investments. Our focus is on independent investment advice and we avoid conflicts of interests at all cost. We do not offer services such as multi-management and transition management that may potentially jeopardise our independence and conflict with the interests of our clients.

We offer advice on all investment related matters including:

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Market Environment

  • Global and local macro-economic environment
  • Economic and market overviews and analysis
  • Environmental, Social and Governance issues and Socially Responsible Investment (e.g. UN PRI, CRISA)
  • Governance and regulation (e.g. PF Circular 130, CISCA, Pension Funds Act)

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Fund Policies

Drafting, implementation and review of

  • Investment Policy Statement
  • Investment Strategy Document
  • Responsible Investing Policy
  • Risk Management Policy
  • Brokerage Policy
  • Securities Lending Policy

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Investment Strategy

  • Implementation and review of Investment Strategy
  • Risk management (e.g. market, operational, credit and liquidity risk)
  • Portfolio construction (e.g. specialist, balanced, core-satellite strategies and hybrid strategies)
  • Asset-liability modelling (e.g. replacement ratio analysis, liability driven investment strategies, mean-variance optimisation)
  • Asset allocation (e.g. strategic and tactical asset allocation strategies)
  • Asset classes (e.g. shares, bonds, money market, collective investment schemes, foreign investments, property, derivatives, alternatives, commodities)

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Asset manager research and selection (e.g. quantitative and qualitative reports)

  • Investment vehicles (e.g. collective investment schemes, pooled versus segregated mandates)
  • Mandate construction and mandate reviews
  • Performance reporting (e.g. monthly, quarterly and annual reports)
  • Transition management (i.e. monitor the activities of the transition manager rather than conducting the actual transition)
  • Custodian, investment platform and investment administration reviews

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Research

  • New investment concepts and trends (e.g. alternative beta, portable alpha)

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Trustee training on investment and regulatory matters.

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