How we think about investments
De Wet van der Spuy
Managing Director
BCom (Hons), FIA, FASSA
Mabalemi Maleka
CFO
BSc (Act Sci), MM (Finance and Investment)
Joao Frasco
CIO
BSc, MBA, CFA, CIPM, FASSA, FIA, CAIA
Jennifer Henry
Deputy CIO
BCom(Hons), CFA, FRM
Leigh Kohler
Head: DFM
B.Com Hons, MBA
Waseem Abrahams
Head of Distribution: DFM
BSocSc
Malcolm Holmes
Joint Head of Portfolio Management (SA)
BCom(Hons), CFA
Tyron Harrison
COO
BCom, CA(SA)
Albert Louw
Practice Manager
BCom (Hons), CFP®
Our multi-managed solutions are well diversified across domestic and global asset classes with clearly defined investment objectives. Click here for a comprehensive view of our funds and solutions.
Over time, our investment philosophy has evolved considerably over multiple dimensions, while staying on track in its core direction – which is a reliance on great work to get to the best possible answers. We recognise the noise in capital markets can only be adequately addressed by ensuring that the probabilities of success can be influenced incrementally by nudging the odds ever so slightly in our favour.
There are many opportunities to do this throughout the process and leaving an opportunity unexplored may result in the undoing of a lot of the excellent work. We therefore do not focus on only doing one or two things really well and leave the rest to chance. Rather, we focus on doing everything we can really well, sometimes focusing on the basics to begin, and increasing the complexity and sophistication as we progress.
This ensures that the process is continually improving. Our motto is to leave everything we touch better than when we found it. We do this by sharing a commitment to diversification, accountability, knowledge gaining and sharing, curiosity, openness and transparency.
- We begin with a dedicated and uncompromising commitment to exploiting the highest quality data, systems, processes and people, since these are the controllable factors in an otherwise uncertain investment environment
- We recognise that asset managers with skill may exist within certain markets or specific market segments/asset classes. They have the ability to deliver returns in excess of their benchmarks or passive alternatives
- We identify these managers through a rigorous and integrated approach of quantitative and qualitative manager research
- Using advanced modeling and statistical techniques, we combine these managers with passive alternatives where appropriate, to produce superior net investment returns, with a greater consistency than single mandates, through the diversification of idiosyncratic manager risks
- Strategic (long-term) and tactical (short-term) asset allocation ensures that portfolios are appropriately designed and maintained to maximise the probability of meeting investment objectives
- Our systematic and on-going portfolio management process includes inputs from manager and market research, asset allocation and portfolio construction. This value add ensures portfolios are efficiently managed and positioned
- Portfolio risk is managed at each and every step of the process to ensure that portfolios are designed, constructed and maintained so as to maximise the chances of achieving the investment objectives within any specified constraints
Track record: Founded in 1999, STANLIB Multi-Manager is the centre of excellence for multi-managed solutions within the Group, with an excess of 20 years of multi-asset know-how
Experience: We bring together experienced professionals that put our investors at the centre of our business.
Size: We are one of the largest multi-manager solution providers in SA with over R560 billion + of assets under stewardship.
Complete solution: We have a unique value proposition in that we can blend our abilities across different asset classes and strategies (including passive and alternative investments) but also provide additional diversification by including external managers to provide tailored investment outcomes for investors.
ESG Policy
Our approach to responsible investing
Consideration of Sustainability Risks
STANLIB Multi-Manager incorporates ESG factors into the following processes: manager research, operational due-diligence processes and portfolio management, layered with a robust overall investment governance framework. This is detailed in the SMM ESG Policy.
Compliance to the EU’s Sustainable Finance Disclosure Regulation (SFDR)
Sustainability Adverse Impacts
STANLIB Multi-Manager does not currently consider the adverse impacts of investment decisions on sustainability factors or issue a statement on their websites in relation to the due diligence policies with respect to those impacts. This is pending the adoption of final regulatory technical standards by the European Commission pursuant to Article 4(6) of SFDR, which shall set out detailed requirements in relation to the content, methodologies and presentation of information sustainability indicators in relation to adverse impacts on the climate and other environment‐related adverse impacts. Following the adoption and coming into force of such regulatory technical standards, currently expected to be from 1 January 2022, the Investment Manager will reconsider this position in relation to the publication of adverse impacts in respect of each Fund and, if it determines to provide such information, shall notify investors accordingly.
Remuneration Policy
STANLIB has reviewed their remuneration policy and is satisfied that it meets the requirements of SFDR.