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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  • Reflection
    Duncan's Desk
    REFLECTION As the year races to a close, 2017 is soon to be a distant memory. “Direction determines destination” was our motto at the beginning of the year. We ambitiously set out to do many things during this past year and we are proud to say we have accomplished our...
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  • Why Securities Lending?
    Learning Curve
    Knowledge has become the key resource of the world economy. Securities lending is critical to enhance the optimal functioning of securities markets by adding liquidity and to support trading activities and strategies in all major markets. EXECUTIVE SUMMARY  Securities lending adds liquidity and efficiency to the securities markets and supports trading activities...
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  • Investment Manager Selection
    Personal Investors
    Investing is a world where investment managers claim to be terrific and where they can typically back it up with some or other performance analytics. However, most investment managers actually underperform the market, making active management a losers’ game unless you have the skill to select superior investment managers...
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  • Can Global Equity Funds outperform the market?
    Personal Investors
    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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  • How to pick the best financial advisor
    Personal Investors
    As Charles Ellis highlights in his paper - The Winners Game –  “… investment managers may or may not outperform their benchmarks, but if the investment consultant has not understood how best to meet the investor’s requirements, its game over. It’s actually the investment consultant and not the investment manager...
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  • Cost-drag on investment performance
    Personal Investors
     “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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