Our Funds

Tailored Fund Portfolios

Tailored Fund Portfolios

Model portfolio solutions to help your clients  achieve their specific financial goals

ABOUT TAILORED PORTFOLIOS

Tailored Fund Portfolios is the Discretionary Fund Management capability offered by Old Mutual Wealth. We create and manage a range of solutions that provide a consistent, reliable approach to investment. Through our consistent process of asset allocation, manager selection and investment philosophy, we have designed a range of solutions to meet your clients’ investment objectives.

TAILORED FUND PORTFOLIOS CORE RANGE

Our Core Range provides offers comprehensive range of investment solutions designed to meet the following client objectives:

  • Targeting inflation
  • Diversifying offshore
  • Sustaining an income for life after retirement

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SOLUTIONS TO MEET CLIENT NEEDS

Inflation targeting solutions
Designed to help your clients accumulate wealth for the future, by targeting specific risk and return options.
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Offshore solutions
Provide offshore diversification for clients who want to spread their risk by allocating capital to global markets.
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Retirement solutions
Structured to reduce risk in order to protect retirement funding, and reduce your client’s risk of running out of money.
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If you would like to view our fund fact sheets, please contact us

MORE ABOUT OUR CORE RANGE OFFERING

Portfolio Construction and Management
Our solutions combine active and passive management styles across various asset classes. Our asset allocation process helps investors reduce risk through diversification to reach their investment goals. Therefore, we utilise a multi-manager approach with diversified asset allocation, using specialist managers for each asset class, who has the client objective in mind. With our strong team and a robust selection process, we mostly incorporate a multi-managed building block approach, providing you with access to the best asset managers globally.

Investment Strategy and Research
We leverage the economic research and input regarding strategic asset allocation off Old Mutual Multi-Managers, coupled with our in-house research into indexation to select the most suitable combination of active and index asset managers within each asset class, based on the merits of the different investment strategies.

Benefits to your Practice
Practice scalability – aligning your advice process behind our model portfolios allows you to standardise your investment book.

Client acquisition and retention – we provide an investment analysis function to aid you in identifying suitable solutions. Our model portfolios complements your advice process, allowing you to focus on identifying and managing the unique objectives of your clients.

Cost-effective solution – We manage Total Investment Cost by securing institutional mandates with managers, avoiding performance fees, as well as blending index and active elements, based on market efficiency.

Addressing compliance and regulation more effectively – We take care of all compliance management requirements.

More stringent asset manager due diligence – We ensure the asset managers remain true to their mandates, achieving the necessary returns while keeping the client’s objectives in mind.

Reduced administration – We reduce administration by simplifying implementation.

Platform availability – We have partnered with a wide range of LISP platforms to provide you with broader access to our model portfolios.

COMMITMENT TO RESPONSIBLE INVESTMENT AND FIDUCIARY CARE

Old Mutual Wealth Tailored Fund Portfolios is the first Investment Manager in South Africa certified for fiduciary excellence. The independent certification process was first offered in the USA in June 2006: Centre for Fiduciary Excellence (CEFEX). We are among the first Investment Managers to successfully complete it.

We believe it is crucial for asset management businesses to recognize that responsible investing and fiduciary care are essential to driving sustainable business practices in our industry. CEFEX provides a key solution to the South African financial services industry in ensuring independent verification of the operating models and processes in asset management as well as financial advice.