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.
We know that research knowledge equals financial power. Our rigorous research process knows exactly where to look. Amongst other sources, we use:
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:
We use our research results throughout our decision-making process:
The decision making process includes:
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.to top
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