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Old Mutual Investment Goup (SA) (OMIGSA)
Old Mutual Investment Group SA (OMIGSA) is a multi-boutique asset management business uniquely structured to achieve the aim of delivering ‘Performance through Focus’. This suite of independent businesses offers investors access to the expertise of performance-driven, specialist investment professionals supported by a world-class shared business infrastructure and a leading-edge investment research unit.
While benefitting from the depth of Old Mutual Group’s experience and global presence, each boutique has total business autonomy that extends to their investment decisions, fee structures, recruitment, products, client mandates and benchmarks.
Within the boutiques the dedicated investment professionals own all their investment decisions, giving them the agility to proactively seize market opportunities and tailor efficient investment processes, as well as set capacity limits.
Old Mutual Corporate
With a passion for delivering highly effective administration, savings, investment and protection solutions for South African organisations, Old Mutual Corporate is a trusted financial partner to a broad range of public and private businesses and institutions.
By applying the best minds in the business, combined with the wisdom gained over 165 years in financial services, Old Mutual Corporate consistently delivers industry-leading investment, risk, and retirement fund administration solutions, backed by an absolute commitment to service excellence.
Our approach is one of close partnership with our customers, and extensive investment of time, expertise and resources into enabling them to do great things.
While we're in the business of holistic, relationship-based solutions rather than products only, Old Mutual Corporate boasts a vast range of proven, world-class offerings, including:
Umbrella Funds - for employers wishing to outsource their retirement fund management through an administration and management platform that offers employees retirement savings, life cover, family funeral benefits and disability benefits.
Retirement Fund Investments - to facilitate the growth and protection of the retirement savings of retirement fund members both before and after retirement.
Risk solutions - including life, disability, and family cover, as well as credit assurance - all designed to offer employees affordable peace of mind.
Annuity portfolios - an extensive array of pensioner outsourcing solutions that enable the outsourcing of pensioner liabilities to Old Mutual.
Financial Wellbeing Programme - a holistic financial education and advice package designed to empower employees and fund members to make good financial decisions and plan effectively for their futures.
Old Mutual Corporate is committed to being a dependable and trusted corporate citizen of South Africa and complying fully with the legislative and regulatory requirements of good governance. To this end, we are 100% committed to the spirit and principles of transformation and Black Economic Empowerment, and make every effort to invest in the upliftment, development and sustainability of our country and its people.
During 2010, Old Mutual Corporate was awarded the Employee Benefits Administrator of the Year Awards* as well as being recognized as the Number One Group Investments Provider** and Number One Group Risk Provider**.
More information on Old Mutual Corporate can be obtained from our website at http://www.oldmutual.co.za/corporate.aspx
*The annual Imbasa Yegolide Awards hosted by the POA in partnership with Global Pensions.
**PriceWaterhouseCoopers Strategic and Emerging issues in South African Insurance 2010.
acsis
acsis provides asset consulting services to retirement fund trustees. Our model of independence ensures no conflict of interest in developing investment strategies and researching and selecting asset managers to implement those investment strategies. This ensures that we are able to provide unbiased investment advice.Our trusted advice is based on a powerful process which ensures that trustees meet their fiduciary obligations and adopt an investment strategy that is appropriate for their fund and its members’ objectives. A key advantage of our advice process is that it assists trustees and members to understand their investment objectives and make informed investment decisions to target these objectives. The investment strategy can also be extended into the post-retirement phase allowing members to adopt a consistent investment strategy before retirement and in retirement.
What services do we offer?
“a powerful process that ensures you meet your fiduciary obligations”
Message from Charmaine Soobramoney: acsis Head of Institutional Business Development
FNB
First National Bank (FNB) is the oldest bank in South Africa, and can be traced back to the Eastern Province Bank formed in Grahamstown in 1838. Today, FNB trades as a division of FirstRand Bank Limited.
When looking at FNB's history, two things in particular stand out. The first is a story of survival - different circumstances in South Africa have posed many great challenges in our history, all of which FNB has successfully met. This track record provides a strong foundation for our future challenges. The second is a story of people - our history has always been firmly influenced by the needs of the people we serve.
The Acacia tree in our brand logo is a suitable representation of our history. Our roots run deep in South Africa, and we have grown thanks to our commitment to serving the needs of our clients and communities.
Our vision
To be a great business, helping to create a better world.
Our mission
To move from good to Great by building enduring, rewarding relationships supported by people, innovation and efficiencies.
www.fnb.co.za
FNB Economic Comment
Cees Bruggemans is FNB's Chief Economist. You can receive free email articles by registering on his webpage, which is www.fnb.co.za/economics
Futuregrowth Asset Management
Futuregrowth is a specialist investment company, actively managing fixed interest related investment strategies in a way that sustainably enriches the lives of South Africa's people.
Managing clients' assets of over R100 billion, Futuregrowth has developed one of the largest and most experienced teams of investment professionals in the fixed interest space. This enhanced capacity ensures that the full range of fixed interest products are available to our clients. In addition, the team's specialist skills set, particularly credit analysis, and duration and yield curve management, allows for better risk management and the ability to deliver value to client portfolios.
Money Market
Cash
Core Money Market
Money Market Plus
Yield Enhanced Money Market
Aggressive Yield Enhanced
Money Market
Income
Income
Enhanced Income
Interest rate asset allocation
Bonds
Core Bond/Active Bond
Yield Enhanced Bond
Passive Bond
Infrastructure & Development Bond
Inflation linked
Active Inflation Linked
Yield Enhanced Inflation Linked
Passive Inflation Linked
Socially responsible investments
Infrastructure & Development
Development Equity Bond
Community
PropertyAgriculture
SRI Balanced
Futuregrowth is dedicated to the development and empowerment of South Africa and its people, with many of our investment offerings geared towards making a meaningful difference to our world. With this vision in mind the company continually strives to identify opportunities that will enrich the lives of our people through delivering economic and social returns that really matter. Futuregrowth is a separately operating asset management company under Old Mutual Investment Group (SA) (OMIGSA).
Argon Asset Management
Argon Asset Management is an owner-managed investment management organisation with offices in Cape Town and Johannesburg. Our core focus is on providing investment management services to institutional investors, such as retirement funds and medical schemes. Underpinning our offering to this market segment is a fundamental research-driven investment process, a coherent risk management programme and a combined team industry experience of over 175 years.
Investment propositions
We endeavour to add significant value to client portfolios by outperforming relevant benchmarks over the medium to long-term. Our offering to this market segment includes:
♣ Argon SA value equity
♣ Argon SA fixed income (bond and money market)
♣ Argon multi asset class strategies (including balanced and absolute return)
Our operations
♣ BEE credentials: We hold a AAA+ rating (or a Level 1 contributor status) in terms of our black economic empowerment (BEE) rating.
♣ FAIS: We are an approved financial institution in terms of the FAIS Act. Our FSP licence number is 835.
♣ We are a registered and approved administrator in terms of Section 13B of the Pension Funds Act 24 of 1956. Our registration number is 24/434.
♣ Our portfolio administration is outsourced.
♣ Custodial account service: We implement our strategies against client nominated custodial service provider accounts and do not physically hold client assets.
♣ Professional indemnity and fidelity cover: This is in place to indemnify our clients against proven negligence, theft, fraud, errors and omissions on our part as service provider.
Contact Us:
Letshego Keikelame
Business Development Manager
Phone: 011 783 1380
Cell: 082 678 0596
Fax: 086 648 0755
Email: letshego@argonasset.co.za
7th Floor, Fredman Towers, 13 Fredman Drive, Sandton.
Luyanda Joxo, CFA
Business Development Manager
Phone: 021 670 6576
Cell: 084 701 1271
Fax: 086 674 1100
Email: luyanda@argonasset.co.za
1st Floor, Colinton House, The Oval Office Park, 1 Oakdale Road, Newlands, Cape Town.
www.argonassetmanagement.co.za
Sanlam Investment Management (Pty) Ltd
With some R300bn under management, Sanlam Investment Management (SIM) is one of SA’s largest single manager asset management companies and offers a diverse range of investment products, namely conventional and traditional collective investments, life-pooled products and segregated portfolios for third-party institutional and retail clients as well as the Sanlam Group.
It is the investment heart of Sanlam Investments – the operational cluster that oversees Sanlam’s 14 entrepreneurial investment businesses.
SIM's diverse range of investment products are managed by eight multi-specialist investment teams who manage the followig capabilities: Equities, Fixed Interest, Absolute Return, Liability-Driven, Active Quants, Balanced Funds, Socially Responsible Investing and GenX, our hedge fund offering. Thus when you invest with us you get access to a business that consciously fosters flexibility, a sense of ownership and independence in its investment teams, while also taking full advantage of all the benefits of being a large investment player and part of a broader, international financial services group.
SIM invests according to a pragmatic value investment philosophy. We believe that markets are inefficient and, as a result, we can add value relative to the general market by identifying mispriced assets, determining their fair value and investing based on whether they are over- or undervalued according our analysis. By investing in this way, we are confident we will be able to deliver superior investment results relative to our peers consistently over time.SIM’s size and resultant influence gives us a number of advantages. The investment team is also able to draw from a strong team of about 20 research analysts who have access to a number of proprietary analytical systems that give them the edge in making investment decisions. A single research platform also ensures a rich cross-pollination of ideas across the entire investment business - and the ability to leverage those ideas in different investment realms.
Also, SIM has large positions in companies and credit issues and this allows us to engage with company management in unlocking value where we believe it exists and we can also influence the terms of a credit issue, such as debt covenants, type of instrument and maturity date.
As part of a broader financial services group, SIM investment teams also benefit from their access to Sanlam and Sanlam Investments' significant operational infrastructure, including risk management, finance and compliance functions, and distribution capability. Ultimately, all of this assures us ready access to companies, government, parastatals and other industry bodies.
Alexander Forbes Financial Services is a leading provider of pioneering employee benefit solutions. We form strong partnerships with our clients to deliver independent and innovative retirement, investment and healthcare solutions At Alexander Forbes, we are 100% committed to client satisfaction –we believe in partnering with our clients for the long term.
Senior representation within other industry authorities includes the two immediate former Chairpersons of the Pensions Lawyers Association, Fiona Renton and Leanne van Wyk. Fiona Renton was also co-opted onto the Steering Committee for the International Pension and Employee Benefits Lawyers Association (IPEBLA) and Leanne Van Wyk has been appointed the Editor for the IPEBLA Journal.
Francois van Aarde, head of the Alexander Forbes Administration Services area, is currently serving in the Employee Benefits Sub-Committee of the South African Institute of Chartered Accountants and is a member of the Employee Benefits Committee of SAFSIA.
The legal personnel all enjoy a good working relationship with the authorities, namely the FSB, SARS and the Adjudicator. Our personnel assist clients in finding solutions to their problems. This ensures that our clients’ dealings with the authorities are expediently handled.
The benefit of association for our clients is the front-end access to developments in the industry. Our clients benefit from our pro-active and pioneering innovations that shape the industry.
Our Global Footprint operating in 30 countries, we are an international financial services group with uniquely African roots. We have offices in the following areas:
| South Africa |
Other Africa Office |
International | |
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Your world is our world.
www.alexanderforbes.co.za
