Financial Collaboratory

18 Baines Road, Glenmore, Durban.  Tel. 031 205 2496

Prop: Peter Strydom Financial Services CC.                            FSP Registration No. 3441| peter@enhanceifa.com

The Investec, Allan Gray & Stanlib Portfolios are managed in partnership with 2IP & Enhance IFA Solutions with the Glacier Funds being managed with SMMI. The Investment Solutions funds are managed jointly with Investment Solutions.

The three Investment Committees meet at least Quarterly to review and manage the Portfolios, paying particular attention to Asset Allocation & Manager blending.

Portfolio Construction Process

Model Portfolios

In partnership with Enhance IFA Solutions, Investment Solutions, Sanlam Multi Manager International and Independent Investment Partners we have put together a range of Model Portfolios which are now available for investment on the Glacier, Investment Solutions, Allan Gray, Investec and Stanlib Linked Product Platforms.

The suites of Model Portfolios each consist of 4 Funds with the exception of Investment Solutions where there are only 3 Funds available.

The Income, Cautious and Moderate Portfolios are all Regulation 28 compliant. The Flexible Funds are not Reg. 28 compliant.

Many smaller IFA Practices are not necessarily in the fortunate position of being able to implement robust, diligent and consistent investment processes.

An in depth understanding of economics, asset allocation, fund correlation and how to optimise the blending of funds and manager styles in order to lower volatility and still achieve above average returns for clients is an absolute essential.

By using our Model Portfolios, rather than trying to build and manage portfolios themselves, IFA’s will be drastically reducing Investment Advice risk and they will be freeing themselves up to concentrate on their Client relationships and building their practices whilst retaining their independence.

Our Value Add

IFA’s who would like to use our Model Portfolios will need to hold contracts with our LISP Platform partners and they will need to request that the Models be opened up to them for business.

ALLAN GRAY

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INVESTEC

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STANLIB

GLACIER

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IFA’s who use the Enhance Investor, Step by Step, Investment Planning Tool, and the suggested default portfolios, will be employing one of the most comprehensive risk profiling and portfolio matching processes currently available in South Africa.

They will be harnessing the collective skills of some of the most respected, experienced and skilled Multi Managers in the country & by so doing, they will be ensuring that their clients are given the best possible advice and service at an extremely competitive cost.  

By partnering with some of the biggest Multi Managers we have been able to leverage off of their buying power, as a result of which, our solutions are extremely competitively priced.

All of the savings that we have negotiated are built into our portfolios and are then passed on to clients.

 

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