Cape Town, Western Cape, South Africa
Providing investment advice to large institutional clients, which includes asset and liability modelling, manager research, tactical asset allocation, monitoring and efficient implementation. More than 17 years of experience in the industry.
Qualified Investment Actuary Key Individual and Representative Director Member of the EXCO Member of the Investment Committee, i.e. manager selection, asset allocation, asset classes, etc. Member of the Houseview Committee (Tactical Asset Allocation) Head of the Investment Strategy and ALM team with the following main duties: • Long term asset allocation: Developing investment strategies for clients (majority retirement funds) Reviewing clients’ liability profiles For DC funds, carrying out a Net Replacement Ratio study, i.e. projecting and modelling the retirement outcome of each member in the fund. Setting appropriate investment objectives with reference to the client’s vision and mission, liability profile, risk tolerance and any specific characteristics Setting appropriate risk objectives Deciding on asset classes Performing Asset Liability modelling to optimize recommended investment strategies Utilizing modelling tools to determine appropriate Strategic Asset Allocations to meet the investment objectives Setting the investment structure, i.e. balanced vs specialist, active vs passive vs core-satellite, LDI, Matching, SAM, etc. Setting appropriate Tactical Asset Allocation ranges around the Strategic Asset Allocations Setting appropriate benchmarks for performance measurement Setting and revising investment Policy statement of clients Proactively responding to any changes in legislation or client’s circumstances and reviewing their investment strategy appropriately • Medium to short term Tactical asset allocation Tilting portfolios based on medium to short term view on relative view of different asset classes Looking at Macro Fundamentals and Valuations of various factors influencing the various asset classes Ranking various asset classes relative to each other and deciding on an over/underweight position Transition management Investment Consulting Quantitative and Qualitative analysis of Investment managers and portfolios Ad-hoc Reports/Research
Investments / Pensions
Pensions