Botswana

One of the most important features of Fund management is the investment portfolio, the effective management of which forms one of the most significant of Trustee responsibilities.

Our investment consultants assist the Trustees in understanding the risk/return characteristics of the investments available to them, and guide them in making informed decisions on behalf of their Fund. This process begins with a thorough asset/liability analysis performed by our actuarial division, followed by the establishment of an investment policy for the Fund.

Our investment consultants also:

• Monitor the performance of Fund investments on a continual basis, and report this information to the Trustee. This enables the Trustees to  compare the performance of their own Fund investments with those of the market. The report includes traditional asset manager as well  as multi-manager data.
• Provide assistance regarding the selection and substitution of investment managers and the transfer of Fund assets between portfolios.  The implications of these changes are discussed with the Trustees of the Fund to enable them to make a well-informed decision.

Our surveys of the performance of insurers’ and private asset managers’ Market Value portfolios (for both South Africa and Namibia), as well as Smoothed Bonus products of  South African and Namibian insurers, are available to all our clients.