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Delegated Investment

Enabling Retirement Fund Trustees to Put Members First

RisCura’s delegated investment service is the answer to progressively onerous retirement fund regulation demands that trustees spend evermore time on. This limits the very resources needed to optimise performance, in an environment where rising costs and lack of clarity only add to the trustee’s load.

RisCura’s delegated investment service is an all-encompassing solution for funds that meets investment objectives and keeps trustees in charge. From this single integrated service, RisCura provides truly strategic and active investment management that beats the challenges of today’s dynamic market environment, while lifting the routine hassles of administration, reporting and governance.

 

Big Picture Thinking, Fine Detail Delivery

Benefiting from the same expertise we provide Africa’s largest retirement funds, you receive the full benefit of our independent strategic advice. This is combined with the essential components of investment management, and administration that together guarantee you: 

 

Full Control of Your Fund’s Strategic Direction With the bulk of a fund’s performance driven by a strategy, designed specifically for members, it makes sense to prioritise your time for strategic asset allocation. Beginning with comprehensive review and planning, including member and risk profiles and asset liability modelling, we generate a unique strategy based on our broad experience at every stage of the investment value chain – adjusted in line with your fund’s requirements and supported with a bespoke Investment Policy Statement (IPS) and relevant trustee training.

 

Timely Investment Management Our investment management platform delivers your custom-built strategy, while day-to-day decisions and operational tasks are delegated to RisCura. Your dedicated client manager coordinates RisCura’s specialist teams and reports to you as we monitor activity and advise on ways to mitigate risk and fine-tune your portfolio.Here RisCura remains accountable to you as we make tactical asset allocation calls on your behalf – executing with an agility that optimises performance and manages risk far more effectively than is achieved from monthly or quarterly reviews. Firstly though, we save you the onerous and intricate task of choosing, managing and monitoring the best asset managers, harnessing our leading experience of portfolio construction and relationships with every size and type of asset manager across South Africa.

 

Ease the Burden of Administration  Ensuring tactical decisions are acted on without delay, RisCura’s world-class investment administration teams execute asset allocations as required, ensuring market fluctuations are responded to swiftly. We also make sure accounting and fiduciary requirements are met with a comprehensive toolkit of regulatory compliance services and investment accounting, all the while ensuring trustees are kept up to date on operations and activity.

 

Greater Operational Efficiencies at Lower Cost

Applying multiple economies of scale, from volume-negotiated manager fees and combined working practices, the single, fixed-fee (without long-term agreements or supplementary charges) enables pricing that suits any size of fund. It’s also more than cost-effective, with reported savings of up to 25 per cent. Just as importantly, your fund is monitored and managed every day by multi-disciplined professionals who are thinking, challenging and acting to make your fund more productive and your role of trustee easier.

 

A Single Solution for Trustees, Greater Benefits for Members

With RisCura’s simple yet intelligent solution to the challenges facing stand-alone funds you can look forward to increased efficiency, greater clarity and the responsive investment management necessary to optimise performance and maintain stability.   Discover how RisCura’s delegated investment service can help your fund serve its members better, by lifting red tape and empowering trustees. Contact us here.