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Investment consulting

We provide investment consulting services to institutional and retirement funds. This service includes Asset Liability Modelling, investment strategy formulation, manager research and selection, investment strategy implementation, risk and performance monitoring, member communication and Trustee training.

Our clients include some of the largest, most influential institutional investors in South Africa, and represent a significant proportion of South Africa’s retirement assets. Each client is unique and our service is highly customised to the needs and circumstances of a fund and its members.

For more information on our investment consulting services, or if you would like to request a proposal, please contact Fulu Makwetla.