Institutional and Employee Benefits

We manage portfolios for retirement fund clients as well as other institutions  e.g.  long term insurers, short term insurers and medical schemes.
 
Our investment platform caters for a wide range of products and capabilities, which are packaged as follows:

  • Segregated portfolios: Aimed at large institutions, and structured to suit the client’s risk profile and preferences.  The underlying assets are registered in the name of the client;

  • Pooled portfolios: A selected range of portfolios suitable for small and medium retirement funds.  These portfolios are underwritten using the Sanlam Life insurance license, where the underlying assets are pooled together and unitised, and each client owns units in the pooled portfolio.

 


Content within this section:

Segregated InvestmentsPooled InvestmentsNews and Research