At Sanlam Private Investments, a disciplined research protocol ensures quality input into the decision-making process.

Apart from relying on their years of experience in the investment world, our investment committee taps into numerous sources of information and analyses, as we build intelligently towards a decision that makes sense for you as a very particular individual.

Research process

We know that research knowledge equals financial power. Our rigorous research process knows exactly where to look. Amongst other sources, we use:

institutional broker research reports; and financial and investment information databases, including:
	I-Net Bloomberg Sanlam Investment Management house views.

How we do our research

 

All our portfolio managers contribute to the in-house research process. Our Chief Investment Officer, Alwyn van der Merwe is responsible for the co-ordination of all research information and analysis.

In terms of shares, we prefer to invest in well-known companies that:

• have sound management principles;

• show a history of sound financial performance and sustainability;

• have a positive cash position and a high payout ratio;

• show high dividend yield; and

• show strong fundamentals.

We use our research results throughout our decision-making process:

• We share our research and views with our Portfolio Managers, who add their input. 

• Our Investment committee meets once a week and all the portfolio managers are invited to attend. The Investment Committee and the Portfolio Managers debate, challenge and discuss the research and the views to form a house view. Our Investment Committee constructs our Equity Model Portfolios. Portfolio managers also motivate reasons for any inclusion/exclusion in a particular share in any of the Equity Portfolios.

• These model portfolios serve as strict guidelines for our portfolio managers. We allow deviations from model portfolios to accommodate any individual preferences. These deviations are monitored very closely at all times.

The decision making process includes:

• weekly Investment Committee meetings, to construct model portfolios;

• daily meetings, to ensure the information we rely on is current;

• a daily snapshot of the markets in the last 24 hours; and

• an equity valuation tool, covering more than 80 shares.

Both our Portfolio Managers and dealers closely follow this process. In turn, they are monitored by a dedicated, independent Compliance department, which reports directly to the CEO.  SPI operates under the very strict rules of the JSE and the Financial Services Board – this further serves to protect our clients’ investments.

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