INN8 Invest

INN8 Invest is an independent discretionary fund manager (DFM) that places global, best-in-class expertise at your fingertips. INN8 Invest has roots going back more than 20 years and is the centre of excellence of multi-managed solutions and services within the Standard Bank Group; with R500-billion+ under stewardship. For the Standard Bank Group to better entrench itself as a leading DFM solution provider, the STANLIB Multi-Manager model portfolio proposition for third-party IFAs was repositioned in 2022 under a new brand, INN8 Invest.

Investment philosophy

Our objective is to deliver superior net investment returns more consistently than through a single asset manager or mandate by exploiting various sources of return, while diversifying multiple sources of risk. We begin with a focused and uncompromising commitment to exploiting the highest quality data, systems, processes and people, since these are the factors that can be controlled in an otherwise uncertain investment environment.

We believe that when values and beliefs are followed with great care and responsibility, the result is an emergence of successful portfolios. Therefore, we do not begin with investment ideologies, but rather apply curiosity and critical thinking. We value collective decision-making and consider all sources of risk and return. We invest in learning and development and focus on high-quality inputs.

When values and beliefs are followed with great care and responsibility, the result is an emergence of successful portfolios

Developing investment solutions

We apply a disciplined, research-driven approach that allows financial planners and investors to benefit from more consistent, long-term performance at lower levels of risk. Investment risk management is a fundamental and integral component of our investment philosophy and process. It is therefore approached holistically, permeating through every step of our investment process, rather than as a distinct component or an after-thought. Our process consists of six steps:

• Portfolio specification: Clarifies objectives and constraints.
• Asset allocation: Explores strategic and tactical sources of risk and return.
• Manager research: Identifies skilful managers and their performance expectations.
• Portfolio construction: Maximise probability of delivering on expectations.
• Portfolio management: Including monitoring, manager exists and transitions; and
• Portfolio reviews: To assess whether the portfolio is delivering to expectations.

Our power comes with the comfort and security of a large balance sheet thanks to our size and scale that allow for competitive fees.

The benefits

Through our partnership with IFAs, the service we provide enables IFAs to focus even more on holistic financial planning. As an appointed DFM, we take care of the day-to-day investment management using our pedigree of access to best-in-class discretionary fund management; established track record; and reputable and consistent performance outcomes over time.

Our power comes with the comfort and security of a large balance sheet thanks to our size and scale that allow for competitive fees. In terms of partnerships, we drive greater efficiency in IFA practices, mitigate IFA investment/advice risk and empower investors with the necessary information and insights.

Performance consistency is key to our DFM value proposition. A better and more consistent outcome for investors promotes longer relationships and contributes to performing in line with client expectations and aligns better with a goals-based advisory approach.

When values and beliefs are followed with great care and responsibility, the result is an emergence of successful portfolios

INN8 Invest leverages global expertise and a disciplined, research-driven approach to deliver consistent, long-term investment performance while empowering financial advisors and investors through best-in-class discretionary fund management solutions.