Our unique advice-led local and dollar-denominated global model portfolios are designed to be efficient and optimised through market cycles. Available on leading LISP platforms in South Africa, we offer a proven track record of both customised and standard solutions to both Cat I and Cat II licensed financial advisers and wealth managers.
Equilibrium is a wholly owned subsidiary of Momentum Group and has a comprehensive team of investment professionals based in Johannesburg, Pretoria, Cape Town, London and Liverpool. Founded in 2008, Equilibrium oversees assets under management of over R34.5-billion.
The Equilibrium philosophy
We tailor investment solutions that are closely aligned with our clients’ financial needs rather than arbitrary benchmarks. Our outcome-based philosophy means our portfolios are constructed and managed as follows:
- We define a time horizon;
- We determine an acceptable level of risk;
- We deduce a reasonable return target;
- We set acceptable levels of risk or acceptable negative returns with financial advisers to reduce the impact of any behaviour tax on clients’ investments.
Implications for financial advisers and their clients
Our understanding of both the investment management industry and the financial advice process allows us to narrow the gap between investments and advice. In essence, Equilibrium becomes an extension of a financial adviser’s practice.
Processes at Equilibrium
Process to develop and implement investment solutions
Our investment solutions aim to achieve the desired outcomes and increase the probability of delivering the portfolio’s objective.
Our portfolio construction process attains equilibrium using three main steps:
- Firstly, we determine the optimal strategic asset allocation.
- Then, we use the optimal combination of investment styles.
- Our final step is to identify the optimal blend of managers or mandates to execute on the above.
Process for servicing financial advisers/clients
The success of our business hinges on exceptional service and a strong operational capability.
How we go about becoming trusted partners to our clients:
- We streamline an adviser’s workflow, allowing them to dedicate more time to clients.
- We foster open communication and create a fertile environment for collaboration.
Perspective on performance
Looking at a snapshot of investment returns within our standard portfolios, the Conservative, Stable, Moderate and Balanced portfolios have been well ahead of their respective benchmarks over one, three, four, five and six-year time horizons.
Over the seven-year time horizon, the Growth and Unconstrained portfolios were slightly under pressure and lagged their benchmarks, mainly due to the significantly higher return target of CPI + 6%. Pleasingly, we are still ahead of our peer group.
Contact information:
-
- Florbela Yates, Managing Director
- Telephone: 082 451 5457
- Email: florbela.yates@eqinvest.co.za
- Website: www.equilibriuminvest.co.za
