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.
The multitude of decisions that rest on the shoulders of a trustee can consume a disproportionate amount of time, energy and attention without necessarily:
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:
Delegating the investment management services will result in the fund:
For detailed information on Delegated Investment Services, you can download the full brochure.
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We aim to ease the administrative, regulatory and investment management burden by:
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.
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.
The Retirement Readiness Report is designed to assist trustees with measuring whether the implemented investment strategy is delivering the intended outcomes.
We offer:
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 institutional@sanlaminvestments.com / 021 950 2500.