The information on the Adviser and Institutional areas of this site have been tailored for investment professionals. Appropriate product, fund and service information
for private investors can be accessed on the Personal area of our site. Terms & conditions.
Our consulting solutions, based on thorough research and our world-class expertise, enable you to make investment recommendations that remain relevant to your clients irrespective of changing market and economic conditions, while easing your administrative burden.
SMMI works with Sanlam Employee Benefits (EB) to set up white labelled policies on the EB platform where SMMI is appointed as the discretionary investment manager. The benefits to the financial planner or consultant include:
We may also offer an implemented consulting proposition for clients with assets worth more than R300 million.
The SMMI Implemented Consulting Solution offers financial planners and consultants a well-researched solution that is uniquely positioned to meet the needs of your clients through our robust and proven investment committee framework. The result is a streamlined and efficient process whereby our qualified investment professionals manage a selection of tailor-made wrap funds on your behalf. Your involvement in the portfolio management process is based on an articulated and disciplined investment process, which means you are well positioned to manage your clients’ expectations and to offer them solutions with confidence.
Because of our economies of scale, we are able to provide you with a cost-effective solution that compares favourably with equivalent retail portfolios. Contact an Investment Specialist on 021 950 2600 for an analysis and cost evaluation tailored to your needs.
Download the Implemented Consulting Solution brochure
The investment committee framework is designed to:
The framework has a strong focus on fund analysis, ensuring a thorough understanding of the drivers of performance in your funds. The result is a range of wrap funds with clearly articulated and documented goals.
It is important to agree to the investment philosophy, process and objectives up front. This helps to maintain the focus on delivering on the contracted mandate. Together we form a partnership, aimed at achieving the investment objectives of the portfolio and the desired investor outcome.
Subscribing to this robust process means your funds will meet the portfolio objectives as set out in the investment mandate of each fund over time. Because you are integral to the manager selection process, you also gain understanding and insight into the portfolios that you offer to your clients.