The Acravest INVESTMENT PLATFORM provides the functionality and relationships that would enable Multi Managers/consultants to implement and manage custom designed investment strategies by combining different specialist investment strategies  into single  solutions.

 

Investment strategies have the aim to deliver asset growth, in line with client needs, over specified measurement periods.

 

The following broad action steps forms part of the design of an investment strategy:

  • Understand the Investment growth need of the client and define the long term growth target ;

  • Select the combination of asset classes that would deliver the growth target in the long run, whilst minimizing investment risk;

  • Select a benchmark for continuous monitoring;

  • Select the best investment manager combination for each asset class;

  • Implement;

  • Monitor against benchmark;

  • Adjust.

The Board of Trustees carries the fiduciary responsibility for investment strategies implemented for members of pension /provident funds.  Each investment strategy needs to be approved by the Board.  Compliance is monitored by Acravest.

 

 

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Acravest (Pty) Ltd Reg No. 2005/013470/07  is an Approved Pension Fund Administrator under Section 13B of the Pension Funds Act (License Number 24/424) and is a registered Financial Services Provider (FSP 43176) The information and opinions contained in this document are recorded and expressed in good faith and is reliant on sources believed to be reliable. However, no representation, warranty, undertaking or guarantee of whatever nature is made or given concerning the accuracy and / or completeness of such information and/or the correctness of such opinions. Any investment is speculative and involves significant risks and in making any investment decision, you will rely solely on your own review and examination of the facts and the records relating to such investment. Past performance of the investment is not an indication of the future performance. Acravest shall have no liability of whatever nature in respect of any claim, damages, loss or expense arising out of or in connection with the reliance by you, on the contents of this document.