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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.

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Consulting Solutions

Be confident about the investment options you propose to your clients.

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.

Solutions Funds

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:

  • The investment management function is outsourced to a reputable and well-resourced multi-manager
  • Earn basis point fees on existing client base
  • Consolidated and professional reporting for easy client feedback
  • Competitive solution pricing due to access to SMMI institutional pricing
  • Investment committee framework to discuss and debate investment ideas with SMMI

We may also offer an implemented consulting proposition for clients with assets worth more than R300 million.

Implemented Consulting Solution

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

Benefits of Implemented Consulting Solution for Your Business

  • You have the opportunity to participate in the portfolio management process
  • A well-defined investment committee framework and documented investment philosophy and process
  • Clear investment mandates suited to your unique client base
  • Portfolios that are implemented and continually monitored by investment professionals and managed with input from the investment committee
  • Confidence and peace of mind that you are meeting your legal and compliance obligations
  • Marketing support that differentiates your practice through proprietary investment reporting
  • Access to SMMI’s market and manager research, a dedicated investment professional and key account manager
  • Streamlined investment administration and the ability to implement portfolio changes across your client base in one easy process
  • Competitive pricing
  • Scheduled quarterly meetings where decisions are documented and minuted

The Investment Committee Framework

The investment committee framework is designed to:

  • Bring discipline and rigour to the investment process
  • Offer you protection from a FAIS perspective
  • Involve you in the portfolio management process

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.

How The Portfolio Construction Process Works

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.

  1. We gain a better understanding of your advice process to establish the guiding principles that underpin the way your portfolio is managed.
  2. We then define and document the investment philosophy and fund objectives.
  3. A consultative process aimed at building a portfolio that is well positioned to meet the objectives of the fund follows, taking into account current and anticipated market conditions.
  4. SMMI’s compliance team reviews the entire investment implementation process every quarter to ensure your funds continue to meet legislative requirements.

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.

Do you want to diversify your clients' money across fund managers?

Contact us and we will assist you.

Sanlam Life Insurance is a licensed financial service provider.
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