multi-manager

key function of a multi-manager is to research and analyse the various funds offered by the different asset managers, and then build a portfolio in line with a specific investment mandate. A multi-manager does not handle invested funds but rather

In the absence of an appointed multi-manager, a financial advisor and client would need to meet on at least an annual basis to select underlying funds, make changes to asset allocation, and re-balance the portfolio.

Portfolio management and the selection of underlying investments is a uniquely specialist field that requires an enormous amount of investment capability, research and skill. Rather than adopting a single manager approach, investigate the possibility of appointing a multi-manager to manage

f selecting a fund or combination of funds is overwhelming, you may want to consider using a multi-manager. Asset management and the selection of underlying unit trusts require an enormous amount of expertise and skill, and a multi-manager approach has

A typical life annuity policy terminates on the death of the policyholder which means that it is not necessary for any beneficiaries to be appointed. Conversely, all capital housed in a living annuity when the policyholder dies can be distributed

Once you have chosen a provider and investment platform, you will need to select an investment strategy that is appropriate to your needs. In this regard, there are a number of factors to be taken into account including your investment

A multi-manager researches and analyses the funds offered by various asset managers and builds a portfolio from these funds in line with a specific investment objective. The multi-manager will invest in specialist portfolios managed by carefully selected managers, following specific

With there being over 1 000 unit trust funds for South African investors to choose from, multi-managers play an important role in researching and analysing all the funds offered by various assets managers and building portfolios from these to achieve