As an independent discretionary fund manager, Glacier Invest draws on the full expertise and capabilities within the Sanlam Group to deliver a world-class portfolio management and consulting value proposition. Our highly experienced investment professionals work with financial intermediaries to create and manage bespoke portfolios. These skilled individuals conduct robust macroeconomic and fund manager research to inform the portfolio construction process, and provide unique, independent and objective insights to help intermediaries make informed investment choices for their clients.
Our highly experienced investment professionals work with financial intermediaries to create and manage bespoke portfolios. These skilled individuals conduct robust macroeconomic and fund manager research to inform the portfolio construction process, and provide unique, independent and objective insights to help intermediaries make informed investment choices for their clients.
Why partner with Glacier Invest
Glacier Invest’s leading position in the discretionary fund management space in South Africa gives us the ability to offer unmatched investment and operational support to financial intermediaries.
Our scale enables us to negotiate more favourable pricing with asset managers, thereby affording our investors cost-effective access to the best managers, portfolio construction techniques and tactical expertise. As the largest discretionary fund manager in terms of assets under management (AUM), we are able to invest in operational capabilities that create practice efficiencies and investment technology that empowers intermediaries to make better investment decisions.
Solutions architecture
We provide financial intermediaries with an unrivalled and fully customisable investment proposition that enhances the investment experience for clients. Our philosophy entails a deliberate focus on clients’ investment requirements to consciously construct portfolios that cater to the needs of various client segments.
Investment team
Our skill is embedded in an experienced and diverse investment team, renowned for their portfolio management, research and portfolio construction capabilities, with an exceptional portfolio management track record. The combined efforts of professionals from Glacier and Sanlam Investments Multi-Manager allow us to increase the depth and breadth of our research, to identify truly skilful managers and unique and rewarding investment opportunities. Our business development managers provide holistic investment and operational support and insights to financial advisers. They are poised to partner with you to assist with the intricate processes related to portfolio construction, retirement income planning and discretionary fund management for your clients.
Our business development managers provide holistic investment and operational support and insights to financial advisers. They are poised to partner with you to assist with the intricate processes related to portfolio construction, retirement income planning and discretionary fund management for your clients.
Investment philosophy
We believe that capital markets are inherently inefficient in the short term.
These inefficiencies provide us with opportunities to add value through:
- the selection of truly skilful managers,
- the strategic combination of complementary managers,
- and deliberate tactical asset allocation and risk
management in accordance with the overarching
strategy.
This can only be done successfully through rigorous research, which is fundamental to sound investment decisions.
Portfolio construction process
Portfolio construction is guided by the client’s objectives and preferences, including their risk/return preference. We follow a structured and disciplined process with a strong emphasis on rigorous manager and market research. The process focuses on both quantitative and qualitative assessments, and fund selection is objective and independent. We continually analyse the way managers construct portfolios to understand their performance drivers in light of their management style to form clear expectations. We seek asset managers who collectively fulfill specific client needs, for example capital protection, high performance or an income requirement.
The process focuses on both quantitative and qualitative assessments, and fund selection is objective and independent. We continually analyse the way managers construct portfolios to understand their performance drivers in light of their management style to form clear expectations. We seek asset managers who collectively fulfill specific client needs, for example capital protection, high performance or an income requirement.
Glacier Financial Solutions (Pty) Ltd. | A member of the Sanlam Group | Private Bag X5 | Tyger Valley 7536 | Email client.services@glacier.co.za | Tel +27 21 917 9002 / 0860 452 364 | Fax +27 21 947 9210 | Web www.glacier.co.za | Reg No 1999/025360/07 | Licensed Discretionary Financial Services Provider FSP 770, trading as Glacier Invest.
Sanlam Multi-Manager International (Pty) Ltd. | A member of the Sanlam Group | Private Bag X8 | Tyger Valley 7536 | Tel +27 21 950 2600| Fax +27 21 950 2126 | Web www.smmi.com | Reg No 2002/030939/07 | Licensed Discretionary Financial Services Provider FSP 845, acting as a Juristic Representative under Glacier Invest.
