ALEXANDER FORBES INVESTMENTS
GLOBAL OFFERING Dawie spoke about our partnership with Mercer and how it has helped enhance our global value proposition for the South African market. This partnership is truly a key benefit for our business and our clients. To expand on why I believe this to be the case, I thought it would be appropriate to share with you a chief investment officer’s first hand experience around what sets our offering apart.
Going global The global community is becoming more interconnected. As the world continues to go global, so too will investors and their investments. South Africans are part of this global network, so it is only natural for South African investors to seek out global investment solutions that are not only designed using global best practice and ideas, but also localised for our unique needs and objectives. We recognise this trend. Since Alexander Forbes secured a shareholding purchase with Mercer in 2014, we have intentionally taken great steps in embedding the opportunities presented by our partnership with Mercer into our investment offering. Today, we are powerfully positioned to showcase global solutions that offer South African investors fit-for-purpose and best-in-class solutions, globally.
GYONGYI KING
Chief Investment Officer
Leveraging global expertise to service local clients We have managed global portfolios for over two decades on behalf of our clients. Over this time, we’ve developed an in-depth understanding of the industry and of the market environments and constraints that South African investors face, as well as the scope of their investment needs. The unique relationship we have with this global investment giant gives us solid insight insight into how they have approached complex issues, and what has worked and what hasn’t.
Having access to Mercer’s skills and expertise, as well as their economies of scale, allows us to find better opportunities globally and deliver them to our clients at a more cost effective price. Mercer’s asset manager research capability covers a wide global range of asset managers, spanning a significant number of asset classes – including private market and illiquid portfolios – and is relied on by thousands of investors around the world. This unrivalled access to a broader range of diversified investment strategies, best ideas and highest-rated asset managers means that we have the edge when it comes to creating either packaged or bespoke global solutions matched to our clients’ needs. Having direct access to the full suite of Mercer building block portfolios is also a key advantage, as it allows for the ready expression and effective implementation of best investment views over time. We can get you to market with new ideas quickly and execute ideas fast, whether it is to help nimbly shield your investment from inherent market risk or have them capture opportunities in the market.
A global offering underpinned by worldleading capabilities Our global portfolio solutions bring the power, reach and efficiency of Mercer’s global footprint to South African institutional investors of any size and sophistication, enabling them to sharpen their focus and potentially deliver better member outcomes.
We are ready, proven and experienced to support your global objectives in whichever way you need. Best regards
Gyongyi
Alexander Forbes Investments Limited is a licensed financial services provider, in terms of section 8 of the Financial Advisory and Intermediary Services Act 37 of 2002, as amended, FAIS licence number 711. This information is not advice, as defined and contemplated in the Financial Advisory and Intermediary Services Act 37 of 2002, as amended. The value of a portfolio can go down, as well as up, as a result of changes in the value of the underlying investments, or of currency movement. An investor may not recoup the full amount invested. All policies issued or underwritten by Alexander Forbes Investments are linked policies, under which no guarantees are issued. The policy benefits are determined solely on the value of the assets, or categories of assets, to which the policies are linked. Past performance is not necessarily an indication of future performance. Forecasts and examples are for illustrative purposes only and are not guaranteed to occur. Any projections contained in the information are estimates only and are not guaranteed to occur. Such projections are subject to market influences and contingent on matters outside the control of Alexander Forbes Investments, so may not be realised in the future. Please be advised that there may be supervised representatives. Company registration number: 1997/000595/06. Pension Fund Administrator number: 24/217. Insurer number: 10/10/1/155. Postal address: PO Box 786055, Sandton 2146. Physical address: 115 West Street, Sandown 2196. Telephone number: +27 (0) 11 505 6000. The complaints handling procedure and conflict of interest management policy can be found on the Alexander Forbes Investments website: www.alexanderforbesinvestments.co.za.