Loftie Botha

MAM focuses on investing in capabilities to develop excellence in general equity and balanced management. The firm has different investment options including capital protection and liquidity; income; real growth with capital protection; and long-term capital growth. Their investments consider the ESG risks for their overall objective across all asset classes, sectors, markets and through time.

MOBS executes robust solutions by blending asset classes and strategies in the most efficient and optimal manner through modern financial engineering techniques. They aim to maximize economies of scale through implementation via a single investment platform for all group assets. The firm adds real value by simplify reporting and administration as well as managing costs (from client-fee and business-profitability perspectives).

Customised Solutions has a mathematical and systematic approach to indexing or passive investing. The firm narrows down the overall investable universe by excluding the most illiquid stocks in the benchmark index and stocks that comprise a very small percentage of the index through the use of different analytical tools. They aim to find an optimal blend of constituents from the stocks in the benchmark universe to minimize the tracking error in building portfolios. Their portfolio manager will affect changes to the portfolio based on any index changes, deviations from targeted tracking error and corporate events such as unbundling, delisting or suspension.