EN POINTE – research & updates Bailey
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.
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...
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.
Securities lending adds liquidity and efficiency to the securities markets and supports trading activities...
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...
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...
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...
“There are risks and costs to action. But they are far less
than the long range risks of comfortable inaction.”
- John.F Kennedy
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...
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.