EN POINTE – research & updates Bailey
Our superior track records are proof that primary and independent research and thinking adds material value to our clients.
“Consult with wise men. Let their wisdom protect they treasure from unsafe investments.”
- George S. Clason – from the book, The richest man in Babilon
Our world-class quantitative and qualitative research empowers us to provide our clients with the best investment opportunities.
“The only source of knowledge is experience.”
- Albert Einstein
The asset classes, investment managers and funds in which to invest are just as important as how much you save for retirement.
“We always count.”
- GraySwan motto
> R20 billion
> 110 years
assets under our advice
of investment experience
to our charitable trust
GRAYSWAN IN NUMBERS...
Gauteng & Western Cape
Nominee for Investment Consultant of the Year and
Responsible Investment Consultant of the Year
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.
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 make...
We are an award-winning investment consulting business and our clients are top performers.
“Black Swan” events are random and unexpected. They are the unpredictable unknowns such as Brexit and Trump. “GraySwans”, as we coined the term and named our business, are those risks that can be identified and which may have unintended adverse...
GraySwan Investments provides investment advisory services to institutional investors such as retirement funds, endowments, corporate clients and wealth management services to family offices as well as private clients. Our strength is our extensive investment and risk advisory and investment monitoring experience which we have gained over the past...
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...
WHAT IS HEDGING?
The best way to understand the concept of “hedging” is to think of it as a type of insurance. Hedging in its simplest form refers to an action or investment strategy which aims to protect the investor from a potential loss in investment value. When an investor...
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, Trustees have to ensure...
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.