Investment advice and wealth management is not only about defining applicable  asset allocations, benchmarks and selecting superior investment managers. It is about providing fully transparent and fair disclosure of any investment results as well as costs to investors, guaranteeing that all investment managers are assessed on a level and objective playing field. Investment advice and wealth management must include investment education, in depth discussions and clearly defined  outcomes for investors. Via our En Pointe research we empower our clients to always be informed and to make high conviction and informed investment decisions.

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  • Investment Manager Selection – Winning the losers game
    Investment Consulting   Learning Curve
    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 our mandates were not reported by the...
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  • Can Global Equity Funds outperform the market?
    Learning Curve   Wealth Management
    The changes in Regulation 28 allowing investors to invest up to 25% of its assets with offshore investment managers and an additional 5% in African investments (excluding South Africa) has placed a renewed focus on offshore investment strategy and investment manager selection. Outperforming the markets after fees consistently is not...
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  • Tracker Funds & Passive Investing
    Investment Consulting   Learning Curve
    Tracker funds presents itself as powerful investing tools that can be used in conjunction with active investing to anchor a portfolio’s returns close to the index and to reduce costs. Just like any tool it should be used for the right purpose to avoid sub-optimal results. What is Passive Investing? Passive...
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  • Is There Money in Responsible Investing?
    Learning Curve   Responsible Investing
    Winston Churchill expressed it best when he said, “The price of greatness is responsibility. Responsible Investing is a balancing act. Investors have to balance positive ambitions for a better world with the practical implications of implementing their long term investment strategy in search of superior returns. There is no question...
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  • Cost-drag on investment performance
    Learning Curve   Wealth Management
     “There are risks and costs to action. But they are far less than the long range risks of comfortable inaction.” - John.F Kennedy Introduction If you were a pro-cyclist trying to win the Argus and you could (legally and honestly) increase your chances of reaching your goal by just shaving off some weight...
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  • Hedge Funds, Funds of Hedge Funds and Platforms
    Investment Consulting   Learning Curve
    Let’s look at the difference between hedge funds and “traditional” funds, as well as three different approaches to accessing hedge funds with an outline of advantages, disadvantages and costs. The revised Regulation 28 has sparked renewed interest in hedge funds as an investment destination. Let’s explore the difference between hedge funds and “traditional” funds, as...
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