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Delegated Investment Services

Helping trustees make the right investment decisions for fund members.

The multitude of decisions that rest on the shoulders of a trustee can consume a disproportionate amount of time, energy and attention without necessarily:

  • Improving retirement outcomes
  • Enabling trustees to satisfactorily fulfil their fiduciary duty

Despite the traditional advisory model upon which trustees and sponsors have historically relied, many trustees are finding that a more ‘hands-on’ approach to investment management and governance is required to cope with the challenges presented to trustees:

  • Is the investment strategy appropriate for the member base?
  • Does it offer good value for money?
  • Does it serve members’ best interests?

Delegating the investment management services will result in the fund:

  • employing best practices
  • solving governance challenges and as a result, improve and support the desired outcomes.

For detailed information on Delegated Investment Services, you can download the full brochure.

Download brochure

Improving Your Governance Framework

Delegating certain investment processes will enable trustees to gain control by working with us to set an effective strategy and agreeing to a framework within which Sanlam Investments can operate to achieve a successful outcome.

We aim to ease the administrative, regulatory and investment management burden by:

  • Supporting trustees with their governance and compliance concerns;
  • Overseeing the full investment management process and associated administration;
  • Freeing trustees up to focus their time on where it is most important - the impact on fund members’ retirement outcomes;
  • Giving peace of mind that the investment decisions made are aligned to members’ needs.

Delegating certain aspects of the investment management process to us will enable trustees to spend their time focusing on those investment matters which matter most, while easing the fiduciary burden and improving retirement outcomes for members.

How We Do It

This investment governance solution allows trustees to delegate certain elements of the investment process to Sanlam Investments.

Together with trustees, we participate in the investment strategy and decision-making process as your investment partner, while trustees benefit from our robust asset manager research, investment processes and portfolio construction expertise.

The ultimate responsibility for setting the risk/return budget will always be retained by the trustees.

Every retirement fund and the needs of its members are unique. We therefore work collaboratively with the trustees as their investment partner to create a complete solution that is customised to members’ needs. We provide guidance throughout the entire investment process, empowering trustees to make key investment decisions. What is more, this provides a robust framework for consistent and defensible future decisions.

What We Offer

The Retirement Readiness Report is designed to assist trustees with measuring whether the implemented investment strategy is delivering the intended outcomes.

We offer:

  • Regular investment monitoring and reporting
  • Documented objectives
  • Monthly compliance monitoring and reporting
  • Flexibility and choice from a wide range of specialist, absolute return and balanced funds

Find Out More

For detailed information on Delegated Investment Services, download the full brochure

Please visit our institutional portal for articles relating to this investment strategy.

Contact us at / 021 950 2500.

Sanlam Life Insurance is a licensed financial service provider.
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