Our core business is to provide investment advice to institutional and corporate investors and wealth management solutions to personal and family office investors.
Our Spotlight articles provide a summary outline of some of these services that we provide to investors to compliment the rest of our website. If you require more information about any specific service, please contact one of our investment advisors.
GraySwan Wealth Introduction
Giving someone the responsibility to manage, increase and maintain your wealth is one of the most important decisions you will ever make.
This summary outline provides you with pertinent information about our company and the wealth management services which we provide. We believe that the information will empower you to...
Corporate Cash Solution
Attractive opportunity to maximise your investment returns, with the flexibility of a call account.
How to benefit?
You receive the average of the top four qualifying money market funds without the inconvenience or cost of switching between funds.
Liquidity - you have instant access on cleared funds.
Investment Training Services
Regulation 28 of the Pension Funds Act requires retirement fund Trustees to incorporate Environmental, Social and Governance (ESG) issues into their decision making processes. What is Responsible Investment and why is the investment world making such a fuss about it?
Although Trustees may make use of the services...
Performance and Risk Reporting Services
The South African investment landscape has changed since the introduction of the Reforms by the National Treasury. As a result there are now more fiduciary responsibilities on the part of Trustees to ensure that, among other things, investment managers meet investors’ expectations. To this end,...
Investment Manager Selection – Winning the losers game
“When prospective new investment managers made presentations to the Fund, it was often proved that GraySwan had more knowledge of their history than the presenters. Consistent evaluation of investment managers was done and acted upon even when changes in teams dealing with...
As with our motto, “always count”, we test and verify everything. Each month we conduct more than 30 different detailed investment manager peer group GraySwan ScoreCards. Every report encapsulates more than 30 pages of performance and risk related statistics and form part of various quantitative reports, which we use as an initial screening methodology in our investment manager research process.