Portfolio Solutions

We have extensive experience in constructing portfolios through strategic and tactical asset allocation. The process runs through from the initial asset and liability assessments and economic forecasts rounding off with calibrated risk management metrics and governance mandates. Thus far we have engineered in excess of a 100 billion dollars worth of portfolio assets all within the broad framework of performance seeking and liability hedging. This knowledge and experience can only improve the outcomes for your pension or endowment assets. We are underway constructing advanced tools and model portfolios that meets our robust criteria for portfolio construction and liability hedging.  

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High Impact Advisory

We want to transform the landscape through our unique analysis. With our genuine insight which we gained from capital markets trading, deep knowledge of debt finance and keen interest in inclusivity we want to deliver high impact advisory services that goes beyond accounting metrics and delivers true inclusive economic value therefore we are also keen to work with employee, community and state related groups. Our sense making initiatives will derive the milestones and methods bespoke to your circumstance and goals.   

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Structured Products

With decades of experience utilizing derivatives to hedge and create unique pay-off profiles for banks, asset managers and other firms we want to avail this experience to our clients. Our structures mitigated interest rate, currency and equity risk. Note we have implemented hedge structures on both financial assets and debt liabilities. The bespoke structures make use of asset swaps, equity options and futures and forwards. Whereas a single bank can provide this service, we as the "buyers' consultant" can structure a bespoke transparent package that uses the best prices available in the market from all trade counterparts. This approach is cost and operationally beneficial for clients.

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Treasury and Trading

Similar to our structured products solutions we want to bring our advanced knowledge of trading in financial markets to corporate, government and non-profit treasuries. We understand this need for proper transaction advice and execution that is sensitive to your particular mandate and circumstance. We have conducted extensive research and testing of software offerings and asset and liability methods. 

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Private Equity

Having worked in advanced risk management and valuations which complied with international best practice, private equity contracts and valuations can be opaque. The plan sponsor is at a disadvantage. This is where the sponsor requires guidance both at the contracting phase and during ex post valuations. Knowing your particular requirements we can evaluate and source private investments. We are passionate about delivering the "buyers' solution" that generates superior risk adjusted returns.

 

Fiduciary       

We hold our actions to a higher fiduciary standard which means not only do we act in your best interest with care and skill but we also integrate environmental, social and governance factors in our representations.

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With my deep experience in risk management, scenario building, policy development and contract negotiations we are able to represent joint objectives at trustee, director and nominee director level. There is also a need for our skills at board sub-committee forums where we are able to responsibly represent stakeholders' interests, conduct advanced analytics and execute resolutions.

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"I actively bring the attributes of loyalty, diligence, care and skill to exercise the proper purpose of a company, pension fund or institution. These functions are complex and unique to each body with many possible tangential outcomes however with my holistic perspectives and specialist skills I can mitigate risks and align tactics to achieve your strategy."

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- Puben Govender, CFA CAIA FRM

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